R9 - Add Expense

Owned by Persia Xenopoulou (Deactivated)
Feb 18, 2016
2 min read

What does this section cover?

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

Add Expense Information

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

 

Restrictions & Validations

ActionValidationsRestrictions
Add Expense
  • The rules defined in the related subscription type are not violated
    • The subscription services are included in the subscription type allowed service expenses
  • The rules defined in the active subscription definitions are not violated
    • Subscription service restrictions and dependencies are not violated
  • The rules defined in the related billing term scheme are not violated
    • The subscription services that will become effective are within the supported services
  • Activation Conditions specified in the active Billing Term Definitions are not applicable

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

    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Short Term ffective
    • Short Term Not Effective

 

 

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
      ADD EXPENSE  

  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

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