What does this section cover?

What are Buy in Advance Definitions?

Buy in Advance definitions is a set of business rules used to control the behavior of Buy in Advance throughout their whole life cycle. Via the definition, you can define the length for which Buy in Advance requests can be submitted, while having the option to define conditions for each allowed defined period.

Creating, Editing & Deleting Validations & Restrictions

Buy in Advance Definition attributes 

Defining your own Buy in Advance Definition tailored to your company's needs

1. Navigate to CONFIGURATION > BILLING APPLICATION > BUY IN ADVANCE > SET UP BUSINESS DEFINITIONS
2. Either search for an existing one or from the Top Menu click on NEW
   
   

3. MAIN INFORMATION

   1. Provide required information

   2. Name: Type a name 

   3. Alternative Code: You can leave empty

   4. Life Cycle State: Will be automatically set by the system

4. REQUEST SETTINGS

   1. Click on ADD to add a new empty record
   2. Allowed Duration
      1. From: Type a number (integer)
      2. To: Type a number (integer)
         Both From and To are inclusive.
      3. UOT:  Select the UOT. Can be
   3. Subscription Type
      1. Click on SET SUBSCRIPTION TYPES to open modal where you will be allowed to add the subscription types for which the buy in advance periods defined will be applicable
         1. Click on ADD and find the subscription types by using the search modal
         2. Once you add all the subscription types you want click on SAVE to close the modal and return to Buy in Advance page
            

5. LOG INFORMATION

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

6. From the Top Menu click on SAVE

Deleting Buy in Advance Definitions

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied
   
   

Changing the Life Cycle State of Buy in Advance Definition