What does this section cover?

Changing Subscription Location through Jobs

CRM.COM allows you to order Jobs for changing the subscription location

What can you add?

For each type of Job selected, different options are available. Use the table below to see what can be added using the specific Job type

Fulfilment Scope	Subscription Services	Subscription Physical Goods	Physical Goods	Expenses	Activities	Subscription Location
Change Subscription Location

Navigating to Jobs

CRM APPLICATION > JOBS > MANAGE JOBS

Creating & Saving, Validations & Restrictions

Action

Validations

Restrictions

Additional Information

Create

All mandatory fields must be provided

Requested Subscription
- Retrieve only subscriptions which are in any Life Cycle State except from Terminated or Draft
Restrictions applied to all types of Jobs

Job Location: For this type of jobs, the job location is automatically set based on the location of the selected subscription, and it can not be modified
Filtering of available attributes
- Check the information applicable to all types of Jobs

Save

Same validation apply as the ones available in Change Subscription Address
Requested Subscription has been specified
The following information if defined as mandatory at the job's type settings need to be added to successfully save the Job
- Physical Goods
- Activity types
- Expenses

Not Applicable

Not Applicable

Subscription Action Information

Type	Action Behavior Code	Sub Action Behavior Code
Change Subscription Location	CHANGE_SUBSCRIPTION_LOCATION	CHANGE_SUBSCRIPTION_LOCATION

Creating a Job to Change Subscription Location

Navigate to Jobs Module
From the top menu click on the NEW to open the Jobs data entry page
CONTACT INFORMATION
1. Click on USE EXISTING CONTACT
2. Search the contact to load his contact detailsClick on MODIFY CONTACT INFORMATION to add more information if needed
ACCOUNT INFORMATION
1. Number: Select an account which is related to the subscription you would like to create a job order for
BILLING ADDRESS
1. The Billing Address will be Read Only and will display the account's billing address
JOB INFORMATION
1. JOB TERMS
  1. Type: Select the type of the Job related to the job/subscription order you would like to create
    Once the Job type is selected some of the fields will be automatically populated; You can however update them according to your current requirement
  2. Status: Select a status from the drop-down list
    Note that the Life cycle state of the Job is set automatically based on the Job status selected
  3. Category: Select the category based on your needs
  4. Description: Add a description of the Job
  5. Billing Term Scheme: Select a Billing Term Scheme (Only applicable for Job Types defined as billable)
  6. Price Plan: Select a price plan from the drop-down list (Only applicable for Job Types defined as billable)
  7. Agreement Date: Click on the calendar icon to select a date (Only applicable for Job Types defined as billable)
  8. Concurrent Usage: Provide information related to the billing of the Job (Only applicable for Billing Term Schemes that support Concurrent Usage)
  9. Rate Percentage: Provide information related to the billing of the Job (Only applicable for Billing Term Schemes that support Concurrent Usage)
    
    Note that the above fields will be filtered based on the Allowed Attributes defined on the Job Type that you have selected
2. JOB ADDRESS INFORMATION
  1. The job location is automatically set based on the location of the selected subscription and it can not be modified
3. REQUESTED SUBSCRIPTION
  1. Once a job type of fulfilment Scope of managing subscription is selected the this section becomes available
  2. Subscription: Select the subscription on which the action will be applied
1. EXISTING SUBSCRIPTION LOCATION
  
  Existing Subscription Location Tip
  
  This section is available only if the job fulfilment scope is equal to Change Subscription Location
  This information is retrieved dynamically from the specified subscription
2. NEW SUBSCRIPTION LOCATION
  1. Specify the New Subscription Location
The following sections follow the same logic as on creating a Job of New Subscription scope based on the Validations and Restrictions explained above:
1. PHYSICAL GOODS
  1. REQUESTED PHYSICAL GOODS
    1. Select the Physical Goods you would like to be added on the Job. These are the Physical Goods that are allowed to be added, via the selected Job Type
      1. Physical Good Products that are available on the Job Type under Allowed Physical Goods, are already available in the requested section
        Place a check in the box next to the item you would like to add
        If the Physical Good is defined as mandatory then:
        It is already checked and not editable at the Requested section
        It is already listed in the Preview Job section
      2. Physical Good Product Types that are available on the Job Type under Allowed Physical Goods, can be added if needed
        Unlike define Products, if the Product Type is defined as mandatory then you must add one of the products of the specific product type following the process below. The same process is applied, for product types that are optional
        Click on Add
        Search for the item you would like to add
        Select and add the requested item
        Provide Quantity
2. ACTIVITIES
  1. REQUESTED ACTIVITIES
    1. These are services that are available in the Activity types that have been defined as allowed in the Job Type. If any of the available activities is defined as mandatory in the Activity Type then it will be preselected and cannot be removed or modified
      1. Place a check next to the services you would like to add (apart from any preselected)
      2. Activity Types that are defined in the Job type as mandatory will be validated before you are allowed to save the Job
      3. The activities are not created, until the job moves into the in progress life cycle state
      4. For each Activity Service you can Request Resources
3. EXPENSES
  1. REQUESTED EXPENSES
    These are one time service information with which the customer will be billed.
    If any of the available expenses is defined as mandatory in the Job Type then it will be preselected and cannot be removed or modified
    1. Place a check next to the expenses you would like to add (apart from any preselected)
    2. Click on ADD
    3. Search for the one time service
      Note that only the Expenses that have been defined as Allowed in the Job Type will be available
4. KEY DATES & ASSIGNMENTS
  1. KEY DATES
    1. Start Date: The date is set to the current date. Click on the calendar icon to manually update the date
    2. Estimated Completion Time: Update if required. Click on the calendar icon to manually update the date
      (Will automatically update Expected Completion Date)
    3. Expected Completion Date: Update if required
  2. ASSIGNED TO
    1. Unit: Search and add the Unit you would like to handle the job order
    2. User: Search and add the User you would like to handle the job order
      The User may be left empty and then users in the Unit defined will be able to accept the Job.
      View Managing Jobs for more information on accepting a Job that has been assigned on the Unit
5. ATTACHMENTS
  Add any files or URLs related to the entity.
  
  Check General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload.
  1. For adding a file
    Click on Add > Upload File
    
    Drag and Drop the file in the modal
    OR
    Click in the modal
    Select the file to be uploaded
    Click on "DONE"
    Notes: Provide notes related to the upload
  2. For adding a URL
    Click on "ADD"
    
    Attachment: Specify the URL
    Notes: Provide notes related with the URL
6. 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
    - Shared Notes: Section where you can provide additional information, and will be logged in the system, keeping user and time
    - Owned by Group: The group that is owning the entity (if the entity is an explicit viewing entity)
      Owned By Group can be defined by the user. However if it's left empty, the Group of the logged in user will be automatically set
    - Privacy Level: The privacy level of the entity (if the entity is an explicit viewing entity)
      This will be automatically set if a PLAR is defined, else you can manually set it using Privacy Level Action, after you create it.
PREVIEW JOB
1. PHYSICAL GOODS REQUESTED
  1. Provides the Job Physical Goods to be provided
2. ACTIVITY SERVICES REQUESTED
  1. Provides the activity services to be added
3. EXPENSES REQUESTED
  1. Provides the expenses to be added
From the PREVIEW JOB panel click on SUBMIT

System Processing

The Job will be saved and a unique number will be assigned
The requested subscription will not be modified until the Job is completed
The following becomes available
1. A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
  1. The Communication Tab provides all the communications that are related to the specific record. When creating a new record the Communications tab is empty as no communications have been created yet. Communications tab is informative.
    Check the Advance Section for the module of your interest to find out how you can schedule an Activity.

Follow Up Process

Go to Modifying Jobs to start processing the created Job.

Related Areas

Page:

Configuring Job Categories — Learn to configure Job Categories
Page:

Configuring Job Cancellation Reasons — Learn to configure Job Cancellation Reasons
Page:

Configuring Jobs Definition — Learn to configure Jobs Business Definitions that will dictate the overall behaviour of Jobs
Page:

Understanding Jobs — Understand the usage of Jobs within CRM.COM
Page:

Managing Jobs — Learn to work with Jobs
Page:

Configuring Job Types — Learn how you can configure Job Types
Page:

Configuring Job Statuses — Learn to configure Job Statuses
Page:

Creating Jobs for Swapping Installed Items of a Subscription — Find out how to create a new Job for swapping Installed Items of a subscription - AVAILABLE FROM CRM.COM R9.0.0
Page:

Creating Jobs for Changing Subscription Location — Find out how to create a new Job for changing Subscription Location
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Creating Jobs for Swapping Services of a Subscription — Find out how to create a new Job for swapping services of a subscription - AVAILABLE FROM CRM.COM R9.0.0
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Creating Jobs for Deactivating Subscriptions — Find out how to create a new Job for Deactivating Subscriptions

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