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Navigating to Subscription Types

CONFIGURATION > BILLING APPLICATION > SUBSCRIPTIONS > SET UP TYPES

What are Subscription Types?

A Subscription Type defines the company's commercial policies which are applied on Subscriptions of the respective Type, such as what Services and Physical Goods can be added on each Subscription, which Billing Term Schemes will be made available for the Subscription and which Organisational Units will be able to create Subscriptions of that Type.

Navigate to Subscription Types and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Subscription Type, modify (EDIT) or DELETE an existing one.
Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Subscription Types.
Click on the Audit Trail button to view a log of changes performed on the displayed Subscription Type.

Check the Validations & Restrictions Table below for a list of available Actions when working with Subscription Types, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Subscription Types fields.

Validations & Restrictions

Action	Validations	Restrictions
Create	Mandatory Fields must be defined. Name and Alternative code must be unique.	Not Applicable
Edit	Mandatory Fields must be defined. Name and Alternative code must be unique.	Not Applicable
Delete	Subscription Types cannot be deleted if there are Subscriptions which are not cancelled or regretted or Subscriptions which are not rated or billed up to the date of cancellation.	Not Applicable

Attributes

An * indicates a field is mandatory.

Name	Description
Main Information
Name*	The name of the Subscription Type.
Description	The description of the Subscription Type.
Alternative code*	The alternative code of the Subscription Type. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
Allowed Attributes
Billing Term Schemes
Billing Term Schemes	The Billing Term Schemes that can be used by this specific Type of Subscription. If none is selected then, no Billing Term Schemes will be available for selection.
Default	One of the Schemes must be set as Default and will be automatically selected as soon as the Subscription Type is selected.
Services
Services	Defines the Subscription Services that can be added to Subscriptions of this specific Type. If none is selected then, no Service will be available for selection. Only Termed Services and Expenses can be added to the list.
Mandatory	Available Subscription Services can be categorised as 'Mandatory'; otherwise, they are considered 'Optional'. For a Subscription to be valid, at least one Mandatory Service must be added. The categorisation of 'Mandatory' and 'Optional' Services is used in various System functions for establishing conditions. For example, through the Billing Term Definition, different rules can be set for regretting Optional or Mandatory Services.
Physical Goods
Physical Goods	Defines which Products or Product Types (Physical Goods) can be added to Subscriptions of this Type. If none is selected then no Physical Goods will be available for selection.
Provisioning Distributors
Provisioning Distributors	Defines the Subscription Provisioning Distributors that can be used by Subscriptions of each Type, in order to associate provisioning Subscription Services with provisioning Subscription Installed Items. The selection is available to allow all configured Provisioning Distributors or specific ones.
Allowed Organisational Units
Allowed Organisational Units	The Communities, Groups or Units the user should belong to in order to be allowed to create Subscriptions of the Type.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Related Areas

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Managing Subscriptions
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Using Deactivate Normal Subscriptions Run Definitions
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Scheduling Subscription Actions
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Extending Binding End and Allowed Cancel Dates
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Configuring Subscription Action and Sub Action Types
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Using Execute Scheduled Subscription Actions Run Definitions
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Using Take Subscriptions out of Short Term Deactivation Run Definitions
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Using Deactivate Unsettled Subscriptions Run Definitions
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Using Deactivate Subscriptions in Grace Run Definitions
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Using Take Subscriptions out of Resting Run Definitions
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Using Activate Settled Subscriptions Run Definitions
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Become Subscriber
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Cancel Expense
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Configuring Subscription Definitions
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Configuring Subscription Types

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

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