Back to Subscriptions Main Page

Table of Contents

When to use Add Draft Services

Subscription Services whose activation must be done at a later stage should be added as 'Draft'. Services that should be activated directly (i.e., those ready to be billed) should be added as 'Effective', using the Add Service as Effective Action.

The action can also be used for adding Installed Items.

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.

For more information on adding Services and Installed Items using the Action follow the links below:

Subscription Action Information

Action can be scheduled	Preview Rate Available	Behaviour Code	Business Classification Code
		ADDSERVICE	ADDSERVICEASDRAFT

Restrictions & Validations

Action	Validations	Restrictions	System Processing
Add Draft Service	If any of the following Actions are scheduled, a new Subscription Service cannot be added before the scheduled date: Activate Deactivate Short term deactivation Terminate Rest	Only Services, Provisioning Distributors and Physical Goods allowed by the Subscription Type and Prepaid or Normal Billing Term Scheme are available for selection. Services and Physical Goods are further filtered by the selected Provisioning Distributor. Installed Items are available to be used as defined in the Inventory Management Definition. The Action is available only if the Subscription is in one of the following Life Cycle States: Draft Effective Not Effective In resting	Specified Subscription Services are added. Related Provisioning Distributors are added if not already present. Specified Subscription Services are distributed to their related Provisioning Distributors. Service Life Cycle State is set to 'Draft'. Bill Effective Date and Billable Start Period are set according to the business rules. If Installed Items are specified, then: Installed Items are added Related Provisioning Distributors are added if not already present. Installed Items are distributed to their related Provisioning Distributors. Installed Item is removed from warehouse using a Stock out Warehouse Transaction. Installed Item History is updated.

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

Browser not supported