R9 - Add Installed Item

Owned by Persia Xenopoulou (Deactivated)
Feb 15, 2016

What does this section cover?

When to use Add Installed Item

Installed Items are necessary in order to provide the services for which a customer has subscribed to. For example if a customer is subscribed to an internet service then a modem will be needed in order to receive that service. The subscription installed items can be related with specific subscription services or the whole subscription. By default the system does not impose any installed Item validations or restrictions on creating and activating a subscription. These maybe defined in the Subscription Definitions.

The most frequently used Installed Items are :

  1. Smartcard
  2. Set Top Box (Decoder)
  3. Modem

Add Installed Items Subscription action is used to add one or more installed items on a specific subscription. There are 2 occasions where you might need to use this action

  1. Creating a new subscription
  2. Adding items to an existing subscription (i.e. to be used for Twins) or because they were not yet added.

Adding Installed Items on an existing Subscription

If the subscription already exists then the items will need to be explicitly added by the user triggering the action Add Installed Items.

Add Installed Item Information

Action can be scheduled(error)
Behavior CodeADDINSTALLEDITEM
Business Classification CodeADDINSTALLEDITEM

 

Restrictions & Validations

ActionValidationsRestrictions
Add Installed Item
  • The installed items are available to be used as described in inventory management.
  • The rules defined in the related subscription type are not violated
    • The subscription provisioning distributors are included in the subscription type allowed provisioning distributors
  • If the subscription is already Effective 
    • The rules defined in the active subscription definitions are not violated 
      • Subscription installed item restrictions and dependencies are not violated
      • Subscription installed item per distributor restrictions and dependencies are not violated
  • The action is available only if the subscription has one of the following Life Cycle States:
    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Short Term Effective
    • Short Term Not Effective
  • AVAILABLE FROM CRM.COM R9.0.0 You will not be allowed to add a new Installed Item if there is a New Subscription Jobs which is not cancelled or completed and is related with this subscription.

 

 

 

Executing Add Installed Item

  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 Installed Items Related Actions 
  6. Find the action you would like to execute and click on the link to open the action details in a modal window
    ADD SUBSCRIPTION INSTALLED ITEM

  7. Distributor

    1. Select from the available distributors. This will be the one that the installed item will be distributed on. If you do not want the item to be distributed anywhere then select None.
      Visit Change Subscription Distribution to find out how to change distribution or add distribution to items that have been added with no distributor

      According to the selected distributor, Physical Goods will be filtered accordingly. See below

    2. Click on ADD

      1. Physical Good: Select Physical Good from the drop down list

        Physical Goods allowed to be selected are filtered based on the following:

        • Allowed Physical goods defined in selected Subscription Type
        • Allowed Physical Goods in provisioning provider of selected distributor 

      2. Serial Number: Search using quick search or the click on the lens to open the search modal for the installed item

        Installed Items allowed to be selected are filtered based on the Inventory Management Definition.
        For more information check out Understanding Physical Goods Movements 


        ADD INSTALLED ITEM 

  8. PREVIEW & ACTION PANEL

    1. SUBSCRIPTION INSTALLED ITEMS TO BE ADDED

      1.  Provides an overview of the existing installed items

  9. 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

  10. 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 installed items will be added
  • Related provisioning distributors, if they do not already exist will be added
  • Specified installed items will be distributed to their related provisioning distributors
  • Installed Item will be removed from warehouse using a stock out warehouse transaction
  • Installed item history will be updated

Adding fixed bundle Installed Items

If the Installed Item you would like to add is a bundle product (i.e. is made up of multiple physical goods) then there are additional validations and system processes to be carried out.

Validations and System Processing

Validations
  • The physical good bundle is traceable
  • The physical good bundle is available to be added on the subscription
  • If the physical good bundle has any non traceable components then
    • The physical good bundle should belong to a job owned by the subscription owner (i.e. adding the bundle through a Job)
System Processing
  • Adds specified installed items
    • The fixed product bundle, and all of the installed items which compose the bundle will be added on the subscription as subscription installed items
  • Adds related provisioning distributors, if they do not already exist
  • Distributes the specified installed items to their related provisioning distributors
    • The fixed product bundle, and all of the installed items which compose the bundle will be distributed to the same provisioning distributors
  • Removes Installed Item from warehouse using a stock out warehouse transaction
    • The fixed product bundle, and all of the installed items which compose the bundle will be removed from the warehouse but using the same stock-out warehouse transaction i.e. the components will be removed from the warehouse along with their main item and not individually.
  • Updates the installed item history of both the main installed item and all of its component items

 

Add a Fixed Bundle Installed Item on a Subscription

  1. Physical Good: From the drop down list select a Physical good that is defined in the system as a fixed bundle product

  2. Serial Number: Search for an installed item of the specific physical good, using quick search or click on the lens to open the search modal

    System will retrieve the physical goods that resign in warehouses, whose warehouse type is defined under Subscription Warehouses in Inventory Definitions.

    If the action is being triggered via Jobs then you can add Traceable bundles that include both traceable and non traceable components. If the action is triggered via Subscriptions then you can only add Traceable bundles that only include traceable components

  3. Components: Click on VIEW to open modal and view the installed items included in the bundle

    FIXED BUNDLE INSTALLED ITEMS




Adding Single Installed Item to Multiple Distributors

You may want to provide services to a subscription from multiple providers. For example Provider X will be used to provision the subscription with TV channels while Provider Y will be used for provisioning OTT services.

In order to support this, you need to use the same installed item for multiple Providers. Follow the steps below in order to distribute the installed item in multiple distributors. each of which distributor can belong to different providers.

The process below only describes the steps when adding the installed item.

The same process is available from the following actions:

  • Become Subscriber
  • Add Installed Item
  • Add Draft Services
  • Add Effective Services
  • Processing Jobs : Of type:
    • New Subscription
    • Add Subscription Services

 

  1. DISTRIBUTOR

    1. Select from the available distributors. This will be the one that the services and/or installed item will be distributed on. If you do not want the service and /or item to be distributed anywhere then select None.
      Visit Change Subscription Distribution to find out how to change distribution or add distribution to services and items that have been added with no distributor

      According to the selected distributor, Services and Physical Goods will be filtered accordingly.
      • Services Filtering: The system will filter based on the services defined in the Provisioning Provider, that the selected provisioning distributor belongs to
      • Physical Goods Filtering: The system will filter based on the physical goods defined in the Provisioning Provider that the selected provisioning distributor belongs to

  2. INSTALLED ITEMS

    1. Click on ADD

      1. Physical Good: Select Physical Good from the drop down list

        Physical Goods allowed to be selected are filtered based on the following:

        • Allowed Physical goods defined in selected Subscription Type
        • Allowed Physical Goods in provisioning provider of selected distributor 

      2. Serial Number: Search using quick search or the click on the lens to open the search modal for the installed item

        Installed Items allowed to be selected are filtered based on the Inventory Management Definition.

      • A check will be automatically added in the Enabled checkbox
        INSTALLED ITEM ADDED AUTOMATICALLY ENABLED ON FIRST SELECTED DISTRIBUTOR

      • A record will be created under  Subscription Installed Items to Be Added with the installed item added and the related distributor
        INSTALLED ITEM ADDED UNDER SUBSCRIPTION INSTALLED ITEMS
  3. Now select a different Distributor
    • The installed item record added on distributor A, is now read only and the Enabled checkbox is not selected.
    INSTALLED ITEM ALREADY ADDED ON ONE DISTRIBUTOR' 
  4. To add the same installed item on distributor B, place a check in the Enable checkbox
    ENABLE INSTALLED ITEM ON ADDITIONAL DISTRIBUTOR
    • A record will be created under  Subscription Installed Items to Be Added with the installed item added and the related distributor
      SINGLE INSTALLED ITEM DISTRIBUTED TO MULTIPLE DISTRIBUTORS

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