When to use Change Subscriber Account - Same Subscriber

In CRM.COM in order to be able to create a new Subscription, then the subscription needs to be related to an Account. If you would like to change the account, initially related to the subscription, to a different account of the same subscriber, then you have the option to do so, by using Change Subscriber Account action.

The action allows you to assign the subscription to an accounts receivable that does not exist already, but will be created via the action.

The specific action/classification cannot be used to

1. Change to a different Subscriber
   Visit Change Subscriber Account - Change Subscriber

Change Subscriber Account - Same Subscriber Information

Action can be scheduled
Behavior Code	CHANGESUBRIBERACCOUNT
Business Classification Code	CHANGEACCOUNTSRECEIVABLE

Restrictions & Validations

Executing Change Subscriber Account - Same Subscriber

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. Search for the Subscription you are looking for, using the criteria section
3. Click on the Subscription number to go to the Data Entry page of the subscription
4. On the left hand side of the screen you can see the ACTION PANEL
5. Click on Subscription Related Actions to expand 
6. Find the action you would like to execute and click on the link to open the action details in a modal window
   

7. CONTACT INFORMATION

   1. Classification: Select: CHANGE ACCOUNTS RECEIVABLE
   2. MODIFY INFORMATION: Click on the link if you would like to modify Contact Information

8. ACCOUNTS RECEIVABLE

   1. UP TO CRM.COM R8.0.0 Number: Select an existing account from the drop-down list 
      AVAILABLE FROM CRM.COM R9.0.0 Name: Select an existing account from the drop-down list (Starting from CRM.COM R9.0.0  the name of the account will be used to identify the account)
      Number or name will be available only if you have selected an existing Contact that already has registered accounts in the system
      OR
   2. REGISTER NEW ACCOUNT
      1. Click on REGISTER NEW ACCOUNT to load the form for creating a new account
         1. Provide Main Information as required
         2. Select Bill Presentment Preferences
         3. Provide Paymnet Preferences
            View Creating Accounts Receivable for more information on creating new accounts

9. BILLING ADDRESS

   1. If you have selected an existing account then the Billing Address will be Read Only
   2. If you have registered a new account then select the Billing Address of the new account
      1. Selet Address Type
      2. If address details are available for the selected address type then move to Subscription Address
      3. If address details are not available for the selected address type then provide the required information

10. SUBSCRIPTION ADDRESSES

    1. Same as Billing Address: Check the box if you would like to set the Subscription Address to be the same with the billing address
    2. If you would like to define a different address for the Subscription Address then
       
       1. Selet Address Type
       2. If address details are available for the selected address type then you don't need to do anything else
       3. If address details are not available for the selected address type then provide the required information

11. PREVIEW & ACTION PANEL

    1. EXISTING SUBSCRIPTION SERVICES

       1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

       1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

       1. Provides an overview of any Bills related to the subscription and have not yet been settled

12. SUBSCRIPTION ACTION DETAILS

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
       Classification, Action Type and Sub Action type are visible only if applicable
    4. Performed By User : Search and add the user that logs the action 
       If you leave empty then the Logged in user will be set

    5. Performed Date: Click on the calendar icon and select date and time

13. Click on "SUBMIT"
    Action will be validated as provided in the section below and submitted if validations are passed

System Processing

Once the action is submitted the following changes will be carried out by the system:

• Create a new accounts receivable (if new is specified)
• Create contact information (if new is specified)
• Change the account receivable related with specified subscription to the new account receivable
• Creates or update billing address
• Creates or updates subscription location