When to use Add Expense

Use the action if you would like to add a "one time charge" to the subscription.

AVAILABLE FROM CRM.COM R9.0.0 - Expenses can also be automatically added on a subscription upon the execution or scheduling of another subscription action given that pre-defined conditions are met. For more information check out POLICIES section in Configuring Billing Term Subscription Definitions

In order to remove an edded expense then the respective action is available: Cancel Expense

Add Expense Information

Action can be scheduled
Behavior Code	ADDSEXPENSE
Business Classification Code	ADDSEXPENSE

Restrictions & Validations

Executing Add Expense

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 Service Related Actions OR Subscription Installed Items Related Actions OR 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. EXPENSE SERVICES

   1. The system loads all the allowed expenses based on the Subscription Type and Billing Term Scheme of the subscription
   2. Check the box next to the expense you would like to add
       

8. PREVIEW & ACTION PANEL

   1. SUBSCRIPTION SERVICES TO BE ADDED

      1.  Provides an overview of the expenses that will be added on the subscription

   2. SUBSCRIPTION ACTION DETAILS

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

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

      5. SCHEDULING INFORMATION

         1. NOW: Select Now to execute the action immediately
         2. ON A SPECIFIC DATE
            1. Click on the calendar icon and select a date
            2. Use the time scroller and select time or leave as is to set at midnight

            3. Click on DONE
               The date field is mandatory and the date must be greater than the current date

         3. AFTER A NO. OF DAYS

            1. Enter the value of days based on your business requirements. For example, add 7 days 
               The number field is mandatory and the specified value must be an integer and greater than 0.

9. Click on SUBMIT
   Action will be validated as provided in the section above and submitted if validations are passed

System Processing

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

• Specified subscription service expense is added on the subscription
• An “Effective” subscription service life cycle state history is created
  • Sets the subscription service bill effective date, billable start period and billing directive according to the business rules