R9 - Understanding Subscriptions
What does this section cover?
What are Subscriptions?
Subscriptions are collections of services which are provided to a customer and charged either on a termed, usage or one time basis as denoted by the definition of each service. The subscription is always related to an account and the owner of that account is considered the owner of the subscription as well (i.e. the subscriber).
Subscriptions Glossary
Term | Description |
---|---|
Subscriber | A customer that is receiving and is charged for the subscribed services. |
Behavior Code | A behavior code denotes the type of behavior of an action that will be applied on subscriptions, such as addition of subscription service, removal of subscription service, addition of installed items etc. |
Business Classification | A business classification code classifies the applied behavior into different categories and therefore giving a business meaning to the change that was applied and enabling additional process automation in the software such as billing, validations etc. |
Unsettled Subscriptions | Unsettled subscriptions are the subscriptions related to accounts receivable with any amount in debt |
Settled Subscriptions | Settled subscriptions are the subscriptions related to accounts receivable with no amount in debt |
Terminated Subscriptions | Terminated subscriptions are the subscriptions that are no longer considered billable, that is, they are excluded by the billing engine as they were Regretted, Cancelled or Expired. |
Effective Subscriptions | Effective Subscriptions are the subscriptions having services which are active, provisioned to the subscribers and charged by the billing engine. |
Physical Goods | A physical good is a tangible commodity which is offered to customers, such as cameras, decoders, magazines etc. In most of the cases the customer has an exclusive ownership of the good that was purchased. Physical goods can be traceable or not traceable. |
Services | A service is an intangible commodity which is offered to customers, such as telephony, TV channels, repairs, installations, deliveries etc. In most of the cases the customer does not have an exclusive ownership of the service that was purchased but rather benefits from the service outcome. Services can be one off or recurring |
Usage services | Services that are provided upon customer request and are billed on a recurring basis, based on their usage |
Termed services | Services that are provided continuously and billed on a recurring basis, regardless of their usage |
Expenses | Services that are provided just once, usually upon customer request, and are billed just once by the billing engine |
Subscription Location | Subscription Location is the physical location of the subscriber who is actually receiving the subscribed services. Subscription Location consists of all defined contact information address attributes, and can be any contact information address that belongs to the related Account Receivable’s owner OR bill to contact. If no subscription location is specified, then the system defaults to the owner’s address of type Home as the subscription location, if the owner is a physical person, or the owner’s address of type business , if the owner is a company. |
Event-based Billing Policy | An Event-based Billing Policy is a billing policy which is automatically applied on a subscription once an event occurs and considering a set of conditions that should be fulfilled. |
Event | An event is a set of subscription actions (set of behavior and classification codes) that can be applied on a subscription either on subscription, or subscription service or subscription installed item level. |
Subscriptions Key Processes and Concepts
Processes / Concept | Description |
---|---|
Using Subscription Distributors | Subscription Distributors (also known as Subscription Provisioning Distributors) are mandatory for an effective subscription, however they are neither services nor hardware.
CRM.COM allows you to define discounted prices on services that will be provisioned via additional distributors Provisioning Distributors can be created via one of the Provisioning Providers modules and must be added in the allowed distributors of a subscription type in order to be made available for selection, and are added on the Subscription when adding services and installed items to the subscription. CRM.COM also allows you to use the same installed items (for example your box) for multiple providers. |
Subscription Action Behaviour Code Subscription Action Business Classification Code | Each Subscription Action has a behaviour code and a business classification code
For example the business classification codes that could be set on a subscription action having a behaviour code removal of subscription service, would be:
Business classification code can be specified either by the user or the system. |
Subscription Action Types & Subscription Sub- Action Types | Subscription action types and subscription sub action types provide the ability to set up different rules around subscription actions having the same behavior and business classification codes. Each subscription action type is related to a behavior code and consists of one or multiple subscription sub action types. Each subscription sub action type is related to a business classification code. Both subscription action types and subscription sub action types are configurable, and multiple subscription action types or subscription sub action types can be mapped to each behavior code or business classification code respectively. Subscription action types and subscription sub action types are not mandatory in order to create and execute a subscription action. The behavior of the subscription actions depends entirely on the behavior and business classification codes; the subscription action types and subscription sub action types are taken into consideration only if they exist. Subscription action types and sub action types become mandatory only if the selected behavior code or business classification code are overridden by subscription action type or subscription sub action type configuration. |
Concurrent Usage | Subscriptions can be used for home usage or public usage. CRM.COM allows you to create a single subscription for public usage, for example used in restaurants or hotels, and bill the subscriber based on the number of concurrent usage of the services and a rate percentage which is agreed between the customer and the company providing those services. The final rate is calculated based on the following formula
Concurrent usage based pricing can be used only if it is supported by the related billing term scheme. In that case, both attributes are mandatory. |
Subscription Life Cycle State & Subscription Service Life Cycle State | Subscription Life Cycle State History A subscription life cycle state history determines the state of the subscription for a specific period of time.
Subscription Service Life Cycle State History A subscription service life cycle state history determines the state of the subscription service for that specific period of time.
|
Automatically charging subscriptions based on specific events AVAILABLE FROM CRM.COM R9.0.0
| There are cases where you would like to charge your subscribers automatically based on certain changes they would like to have on their subscriptions. For example you might want to charge a start up fee as soon as a new subscription is created, or charge the subscriber on the request of swapping his installed item for the installation expenses. Such charging can be automatically done by configuring them in the system, by providing what needs to be charged, on which event and in addition providing conditions so you can limit (if required) the occasions on which it will be applied. |
Subscriptions Network Characteristics
Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.
Entity | Network Characteristics |
---|---|
Subscriptions | |
Subscription Types | |
Subscription Access Type |
Subscriptions Related Modules
Interaction Entity | How |
---|---|
Contact Information | Subscriptions are related to a contact |
Accounts Receivable | Subscriptions belong to Accounts Receivable. |
Wallets | Prepaid Subscriptions are related to Wallets. |
Products | Services and Physical Goods added on a Subscription are first created as Products |
Installed Items | Installed Items are added on the Subscription (Moved out of warehouses) |
Conditional Access | The provisioning provider that is responsible to send the activation/deactivation signals |
Billing | Billing Engine is responsible for the Billing of Subscriptions |
Buy in Advance | Buy in Advance requests can be created against subscriptions |
Additive Discounts | Additive Discounts can be created against subscriptions |
Usage Service Catalogs | Include Usage service information, that can be added on Subscriptions |
Communications | Subscriptions can automatically sent communications |
Jobs | Subscriptions can be ordered and created via Jobs |
Subscriptions - Business Examples
The following section provides business examples to help you understand how CRM.COM Subscriptions module is used.
Creating Draft and Effective Subscriptions
Business Requirement
Company ZX has 2 ways for creating new subscriptions. Via Retailer Shops, from where customers will receive all the required equipment and will be able to start using their subscription directly and the ones that are made via the Call Centre. In this case an installation order is placed and when the installers are the customer's residence they activate the subscription via their company phones.
CRM.COM Solution
Retailer Shop Subscriptions
When subscriptions are made at a Retailer Shop then the action "Become Subscriber" will be used. All the details of the new customer will be added, and requested services and hardware equipment will be registered at once in the system.
Subscription action will be normally submitted. Once the action is submitted the subscription will become effective and as soon as the customers plugs in the equipment he will be able to receive signals on his TV
Call Centre Subscriptions
When subscriptions are registered at the Call Centre then the action "Become Subscriber" will be used. All the details of the new customer will be added, and requested services will be registered at once in the system.
Subscription action will be submitted as Draft. The Subscription and Subscription services will remain in the system as Draft.
When the installer visits the customer's residence then he will pass in the system the Serial Numbers of the installed items that are added by using action Add Installed Item and then activate the subscription using action Activate Subscription. The installer will be able to do this by sending predefined messages integrated with CRM.COM via WEB APIs.
More Information on Become Subscriber action can be found at: Become Subscriber
Reactivating Subscribers
Business Requirement
Company ZX would like to reactivate disconnected subscribers that have settled their outstanding balance. This process is executed once a day in the afternoon as soon as the Call Centre is closed. As the number of subscriptions may be too large, the reactivations are done per area.
CRM.COM Solution
In order to meet the above requirement a Reactivation batch process will need to be configured in the system and scheduled to be executed every morning with one hour difference between them. The reactivation will be done per area.
See below the full configuration
Egersville Reactivation
Conditions | Parameters | Scheduling Information | ||
Subscription Types | Hours since Balance Change: | When: | Recurrence Settings | |
---|---|---|---|---|
Egersville Sub Type | 1 hr | N/A | Recurrence | Every day at 17:00 (See screenshot) |
Georgsville Reactivation
Conditions | Parameters | Scheduling Information | ||
Subscription Types | Hours since Balance Change: | When: | Recurrence Settings | |
---|---|---|---|---|
Georgesville Sub Type | 1 hr | N/A | Recurrence | Every day at 20:00 (See screenshot) |
More Information on Reactivations action can be found at: Using Activate Settled Subscriptions Run Definitions
Deactivating Subscribers
Business Requirement
Company ZX runs deactivations once a month. Subscribers that are 10 days past their due date and the amount owed is greater than 10 then, they will be disconnected. Deactivations should be split over the first week of the month with 1000 subscriptions being deactivated every time, starting at 5 o clock in the morning
In addition there exists another process that will deactivate all subscriptions regardless of the debt amount. These subscriptions are the ones that the account in which they belong in has a bad Credit Rating.
CRM.COM Solution
2 Deactivation processes will need to be configured in the system and scheduled to be executed once a month.
Normal Deactivation
Conditions | Parameters | Scheduling Information | ||||
Account Balance | Due X days Ago | Start Again After | Batch Size | As Of Date | When | Recurrence Settings |
---|---|---|---|---|---|---|
10 | 10 | 1 day | 1000 | First Day of the execution | Recurrence | 1st Monday of every month (See screenshot below) |
Bad Creditors Deactivation Run
Conditions | Parameters | Scheduling Information | ||||
Accounts Receivable Credit Rating | Due X days Ago | Start Again After | Batch Size | As Of Date | When | Recurrence Settings |
---|---|---|---|---|---|---|
CAA | 10 | N/A | N/A | N/A | Recurrence | 1st Monday of every month |
More Information on Deactivations action can be found at: Using Deactivate Unsettled Subscriptions Run Definitions
Executing Scheduled Actions
Business Requirement
Company ZX would like to execute its scheduled actions in batches based on the action type. For example would first like to execute all actions apart from activation/deactivation (i.e. Add Installed Items and Services) and then proceed with all the actions related to activation.
The execution should be done on a daily basis after midnight.
CRM.COM Solution
In order to meet the above requirement 2 batch processes will need to be configured in the system. These processes will be scheduled to run every night after 00:00.
The process with the (not activation actions) will be scheduled first and the Activation/Deactivation process will be scheduled for an hour later.
See below the full configuration
All Actions (Apart Activation/Deactivation)
Conditions | Scheduling Information | ||
Subscription Types | Behavior Codes
| When | Recurrence Settings |
---|---|---|---|
N/A | All Behavior Codes for non Activation /Deactivation actions | Recurrence |
|
Activation/Deactivation actions
Conditions | Scheduling Information | ||
Subscription Types | Behavior Codes
| When | Recurrence Settings |
---|---|---|---|
N/A | All behavior Codes of Activation/Deactivation actions | Recurrence |
|
More Information on Scheduled Actions Run can be found at: Using Execute Scheduled Subscription Actions Run Definitions
Taking Subscriptions out of Resting
Business Requirement
Company ZX would like to deactivate subscribers that are about to come out of resting, given that they do not meet activation condition criteria, at midnight. This process is executed once a day right after midnight. As the number of subscriptions may be too large, the reactivations are done per area.
CRM.COM Solution
In order to meet the above requirement a "Take Subscriptions Out of Resting" batch process will need to be configured in the system and scheduled to be executed right after midnight with one hour difference between them. The deactivation will be done per area.
See below the full configuration
Egersville Reactivation
Conditions | Parameters | Scheduling Information | |
Subscription Types | When | Recurrence Settings | |
---|---|---|---|
Egersville Sub Type | N/A | Recurrence | Every day at 00:10 (See screenshot) |
Georgsville Reactivation
Conditions | Scheduling Information | |
Subscription Types | When | Recurrence Settings |
---|---|---|
Georgesville Sub Type | Recurrence | Every day at 01:10 (See screenshot) |
More Information on Taking Subscriptions out of Resting can be found at: Using Take Subscriptions out of Short Term Deactivation Run Definitions
Related Areas
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Managing Subscriptions — Learn to work with Subscriptions
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Using Deactivate Normal Subscriptions Run Definitions — Learn to configure Deactivate Normal Subscriptions Definition that is used to deactivate Normal Subscriptions that have unsettled overdue bills for Release CRM.COM R11 and onwards.
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Scheduling Subscription Actions — Learn to schedule and manage Subscription Actions
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Extending Binding End and Allowed Cancel Dates — Find out how Binding End and Allowed Cancellation Dates are extended
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Configuring Subscription Action and Sub Action Types — Learn to configure Subscription Action Types used to provide business meaning to Subscription Actions
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Using Execute Scheduled Subscription Actions Run Definitions — Learn to configure Execute Scheduled Subscription Actions Definition that is used to execute scheduled Subscription actions for Releases up to CRM.COM R10
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Using Take Subscriptions out of Short Term Deactivation Run Definitions — Learn to configure Take Subscriptions out of Short Term Deactivation Definition that is used to disconnect Subscription thatareabout to come out of Short Term Deactivation buthaveunsettled balance for Releases up to CRM.COM R10
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Using Deactivate Unsettled Subscriptions Run Definitions — Learn to configure Deactivate Unsettled Subscriptions Definition that is used to deactivate Normal Subscriptions that have unsettled overdue bills for Releases up to CRM.COM R10
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Using Deactivate Subscriptions in Grace Run Definitions — Learn to configure Deactivate Subscriptions in Grace Definition that is used to deactivate Subscriptions with not enough funds, coming out of Grace for Releases up to CRM.COM R10
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Using Take Subscriptions out of Resting Run Definitions — Learn to configure Take Subscription Out of Resting Definition that is used to disconnect Subscriptions that are about to come out of Resting but have unsettled balance for Releases up to CRM.COM R10
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Using Activate Settled Subscriptions Run Definitions — Learn to configure Activate Settled Subscriptions Definition used to activate Subscriptions that have been settled for Releases up to CRM.COM R10
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Become Subscriber — Find out how to use the Become Subscriber Subscription Action, used to register a new subscriber
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Cancel Expense — Use Cancel Expense to remove an Expense that was previously added
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Configuring Subscription Definitions — Learn to configure Subscription Business Definitions that will determine the overall behaviour of Subscriptions
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Configuring Subscription Types — Learn to configure Subscription Types, required to create a new Subscription, to set the commercial policies
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