Deactivating and Reactivating Normal Subscriptions
- Persia Xenopoulou (Deactivated)
Activating Normal Subscriptions
Deactivated subscription services are activated by the recurring activation process or following a payment made against the account.
The activation process also re-evaluates the status of subscription services that were classified as candidates for deactivation (during the billing run). It is possible to exclude from activation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Activation always takes place on the subscription service level and not on the subscription level. Services taken into consideration are:
- Normal subscription services that were not effective for a period of time that is less than the specified threshold, considering that their account overdue balance is less than the specified threshold.
- Normal subscription services that are effective and are classified as candidates for deactivation, considering that their account overdue balance is less than the specified threshold.
Setting up the Activation Recurring Process
Settings associated with the activation of services accessed from the Subscription Activation Rules tab found in the Policies section of the billing definition.
Once the settings are defined, the activation process under Subscription Maintenance Utilities must be enabled. It is configured once and executed on a recurring basis.
- Navigate to the Subscription Maintenance Utilities definition and click EDIT.
- In the Schedule Subscription Activation tab, use MODIFY to ENABLE the process and provide the scheduling settings.
- Alternately, click on Run Now to execute instantly or CANCEL pending activation processes
Deactivating Normal Subscriptions
Subscribers who have been marked by the prepaid billing process as candidates for deactivation are deactivated. The automatic deactivation process is also responsible to identify and process subscriptions that are owned by accounts with an overdue balance exceeding a predetermined threshold.
It is possible to exclude from deactivation subscriptions that belong to specific groups, accounts receivable classifications (such as employees) and specific subscription types.
Deactivation is always applied at the level of subscription services. Deactivation can take into consideration the 'date and time' on which the services were activated (so that subscribers can benefit up to the last minute for the services they paid for), or just the 'date', in which case the service gets cut off at midnight. Services taken into consideration are:
- Normal subscription services that were classified as candidates for deactivation
- Normal subscription services that were not classified as candidates for deactivation, but are owned by an account with an overdue balance that is more than the specified threshold.
- Through the billing definition, periods of deactivation can be configured to be billable.
- Through the billing term schemes, the contract period can be extended by the number of days the subscription was deactivated.
Setting up the Deactivation Recurring Process
Settings associated with the deactivation of services are accessed from the Subscription Deactivation Rules tab found in the Policies section of the billing definition.
Once the settings are defined the deactivation process under Subscription Maintenance Utilities must be enabled. It is configured once and executed on a recurring basis.
- Navigate to the Subscription Maintenance Utilities definition and click EDIT.
- In the Schedule Normal Subscription Deactivation tab, use MODIFY to ENABLE the process and provide the scheduling settings.
- Alternately click on Run Now to execute instantly or CANCEL pending deactivation processes.
Throttling settings allow you to define the number of subscriptions to be deactivated in every batch and the time between each batch in order to avoid a long deactivation queue when sent to the provider for deactivations
Ranking of Subscriptions and Services
System processes such as activation and deactivation rank subscription and subscription services to determine processing order.
Subscriptions inherit a ranking number from their subscription type, while services are ranked based on whether they are mandatory (higher ranking) or optional (lower ranking). This is also defined in the subscription type.
Ranking is critical when services must be activated in an account or wallet with limited funds.
The system will prioritize subscriptions and consequently services with the highest ranking and activate those.
In case of deactivation, the system prioritizes subscriptions of the lowest ranking and deactivates its services accordingly.
Additional reference to ranking takes place to decide the order. Refer to the table below for more information.
| Sorting of Subscriptions | Subscriptions are sorted based on:
|
|---|---|
| Sorting of Subscription Services | Services are sorted based on the following logic:
Services within each category are then sorted based on the following logic:
|
Subscription ranking is required for accounts with multiple subscriptions.
Glossary
| CRM.COM Term | Definition |
|---|---|
| Candidates for deactivation | The normal billing run marks the services. |