Skip to end of banner
Go to start of banner

End Short Term Subscription Activation

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

What does this section cover?

When to use End Subscription Resting

In CRM.COM you are allowed to activate subscriptions and all its services, which are in state Draft or Not Effective  for a short period of time.

Once the Short Term Subscription Activation action is executed, the end date is set. When the end date is reached , then the system will automatically find the subscriptions that should be deactivated and deactivate them.

Subscription action, "End Subscription Short Term Activation" however, is available to users to force a subscription which is in Short Term Activation period, out of it. In order to end the Short term activation the user will need to execute the related action that will terminate the short-term activation period and set the subscription and all its services as not effective.

End Subscription Resting Information

Action can be scheduled(tick)
Behavior CodeENDSUBSCRIPTIONSHORTTERMACTIVATION
Business Classification CodeENDSUBSCRIPTIONSHORTTERMACTIVATION

 

Restrictions & Validations

ActionValidationsRestrictionsAdditional Information
End Subscription Resting
  • The subscription should be owned by an active accounts receivable
  • The subscription should have an effective billing term instance

The action is available only if the subscription has one of the following Life Cycle States:

    • Short Term Effective

 

 

Executing End Subscription Resting

  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
    END SHORT TERM SUBSCRIPTION ACTIVATION
  7. If required check the following sections for information 

    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

  8. 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:

    • Sets the subscription life cycle state to Not Effective
    • Sets the life cycle state of all subscription services to Not Effective
      • Sets the subscription service:
        • life cycle state period 
        • bill effective date
        • billable start period 
        • billing directives according to business rules
    • The sort term activation life cycle state period is updated by setting the end short term activation action as the action that ended the period

Related Areas

Popular Labels

  • No labels