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When to use Swap Services

Use Swap Subscription Services to change an existing Subscription Termed Service to a different one. There are three available Swapping Types:

Upgrade (Swapping to a more expensive package)
Downgrade (Swapping to a cheaper package)
Switch (Swapping to a package of the same price)

The System distinguishes between Swap Types on submitting the Action without the need of user assistance. If a Classification (Type of Swap) is selected by the agent, then available Services will be filtered based on that Type.
Tiers determine the filtering and choice if Swap Types. The Tier of each provisioning Subscription Service is defined and configured in the Subscription Definitions.

View the Billing Term Definition for more information on the rules that can be set to allow Service Swaps. Different rules can be applied for each of the three Types:

Upgrade
Downgrade
Switch

Rules can be differentiated further, offering greater flexibility, for:

Mandatory Services
Optional Services

If there are Tiers in the Subscription Definitions following other Tiers, then when selecting a Mandatory Service belonging to a leading Tier to switch to, only Optional Subscription Services (if any) following the same Tier will be displayed.

For example, in the table below, if the Mandatory Service on the Subscription is Platinum and the Optional Service is Movies 1, when selecting to switch to Silver the only available Optional Service to swap to is Movies 3.

Mandatory Services (Leading Tier)		Optional Services (Following Tier)
Service	Tier Level	Service	Tier
Silver	30	Movies 3	10
Gold	20	Movies 2	20
Platinum	10	Movies 1	10

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action. Check the Validations & Restrictions Table for a list of available Actions, including each Action's related validations, restrictions and a description of its system process.

View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.

Subscription Action Information

Action can be scheduled

Preview Rate Available

Behaviour Code

Business Classification Code

SWAPSERVICE

UPGRADESERVICE
DOWNGRADESERVICE
SWITCHSERVICE

Restrictions & Validations

Action

Validations

Restrictions

Additional Information

System Processing

Swap Service

The Subscription should be owned by an 'Active' Accounts Receivable.
Active Subscription Definition rules are observed.
- Subscription restrictions are observed.
- Subscription Service restrictions and dependencies are observed.
- The restrictions and dependencies set by each Distributor on Subscription Services are observed.
- Subscription Installed Item restrictions and dependencies are observed.
- The restrictions and dependencies set by each Distributor on Subscription Installed Items are observed.
Active Billing Term Definition rules are observed.
- Service Swap rules are observed.

The available Services to swap to are the ones that belong to:
- Allowed Services of the Subscription Type.
- Allowed Services of the Prepaid or Normal Billing Term Scheme.
- Allowed Services of the Provisioning Distributor.
The available Services to swap to follow the Tier rules specified in the 'Active' Subscription Definitions
The Action is available only if the Subscription Service is in one of the following Life Cycle States
- Draft
- Effective
- Not Effective

For prepaid subscriptions, the related wallet must have enough funds to activate all services. If at least one service cannot be activated then the action is rejected. If the action is successfully submitted the wallet is debited for all the services.

The new Subscription Services are added together with the related Provisioning Distributors, if not already there.
The removed Subscription Services are removed together with their distribution.
The Life Cycle State of the added Service is set equal to the Life Cycle State of the removed one.
The Life Cycle State of the removed Service is set to 'Swapped', and the initial Life Cycle State Period is 'Closed'.
The following is set to the Subscription Services according to Business Rules
- Billable Start Period (Billing Term Scheme)
- Billing Effective Date (Billing Term Scheme)
- Billing Directives (Billing Term Definition).

Related Areas

Page:

Amend Bundle Services
Page:

Become Subscriber
Page:

Remove Services - Regret
Page:

Remove Services - Undo Add Service
Page:

Add Effective Services
Page:

Remove Services - Cancel
Page:

Add Draft Services
Page:

Stop Services
Page:

Swap Services
Page:

Add Expense
Page:

Add Installed Item
Page:

Start Services
Page:

Remove Installed Item
Page:

Swap Installed Item
Page:

End Short Term Subscription Deactivation

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page