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When to use Become Subscriber

Become Subscriber is a Subscription Action which is used for creating a new Subscription from scratch. For a Subscription to be considered complete and ready for usage by the customer, the following Entities must be created.

Contact Information
Active Accounts Receivable
Effective Subscription and its Services

The Become Subscriber Action allows the user to create all of the required entities simultaneously, without switching between screens. The Subscription can be created in either a 'Draft' or an 'Effective' Life Cycle State. If the state is 'Draft' then the Subscription is created but not activated; if the state is 'Effective' the Subscription is also activated immediately.

Once the Subscription is created (either using Submit or Submit as 'Draft') the link to the created Subscription's Data Entry page is made available in Subscription tab which is available above the Contact Information tab. The tab is only available on creating a new Subscription.

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action. Check the Validations & Restrictions Table below for a list of available Actions, including each Action's related validations, restrictions, additional information and a description of its system process.
View 'Using Subscription Action Modal' available in Managing Subscriptions for a comprehensive description of the Subscription Attributes as well as 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
DRAFT			BECOMESUBSCRIBER	CREATEDRAFTSubscription
EFFECTIVE			BECOMESUBSCRIBER	CREATEACTIVATESubscription

Restrictions & Validations

Action

Validations

Restrictions

Additional Information

System Processing

Become Subscriber - Effective

The Subscription should be owned by an 'Active' Accounts Receivable.
As a new account could be created, validations applied for the creation of the account are also applied here. View Accounts Receivable for more information.
The Installed Items are available for use as described in Inventory Management Definitions.
'Active' Subscription Definitions Rules (restrictions and dependencies) are observed.
The conditions for setting a Subscription as 'Effective', specified on the 'Active' Billing Term Definition should be met.

Only Services, Billing Term Schemes, Subscription Services and Physical Goods defined in the selected Subscription Type will be available for selection.
For Prepaid Subscriptions
- Only Subscription Services and Price Plans defined in the selected Prepaid Billing Term Scheme will be available for selection.
For Normal Subscriptions
- Only Subscription Services and Price Plans, Billing Frequencies and Binding Periods defined in the selected Normal Billing Term Scheme will be available for selection.

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.

Contact information and Accounts Receivable are either created or updated.
New Subscription is created and related to the account. Services and Installed Items are added to the Subscription with their Provisioning Distributions.
The Subscription and Services Life Cycle State is set to ' Effective'.
A Billing Term is created and set to 'Effective'.

Become Subscriber - Draft

The validations that apply for 'Effective' Subscriptions also apply for 'Draft' Subscriptions, with the exception of:

Subscription Definitions rules, are skipped
The conditions to set a Subscription as 'Effective', specified on the 'Active' Billing Term Definition are omitted.

Not Applicable

Not Applicable

Same as with 'Effective 'Subscriptions apart from the Life Cycle State of the Subscription and its Services which are set to ' Draft'.

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

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