Using Activate Settled Subscriptions Run Definitions

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jul 03, 2017
5 min read

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APPLICABLE UP TO CRM.COM R10 - The process is available for releases up to CRM.COM R10.
For a description of the Activation Process for releases after CRM.COM R10 visit Using Subscription Maintenance Utilities Run Definition 

The Process is applicable only for Subscriptions following a Normal Billing Scheme

Table of Contents

 

Navigating to Activate Settled Subscriptions Definitions

BILLING > SUBSCRIPTIONS > ACTIVATE SETTLED SUBSCRIPTIONS

 

What are Activate Settled Subscriptions Definitions?

"Activate Settled Subscriptions" Run is used to retrieve settled, deactivated Subscriptions (i.e. Subscriptions whose bills are settled), in order reactivate them. Once completed all the Subscription Services of the Subscriptions included are activated, having the Life Cycle State of the Subscription and its Services set to Effective. 

The Subscriptions to be reactivated are determined based on the following criteria:

  1. Subscription criteria defined in the Activating Settled Subscription Process
  2. Accounts Receivable criteria defined in the Activating Settled Subscription Process
  3. Activation Conditions defined in the Billing Term Definitions - Conditions to set as Effective

Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged, and once the Run is completed, the log information will be available on the respective tab.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
For a Definition to be submitted it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.

  • Navigate to Activate Settled Subscriptions Definitions and explore existing records via the Summary page. 

  • Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition. 

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.

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

Activate Settled Subscriptions

Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
  • If Custom Subscription Actions of Behaviour Code - Activate Subscription exist in the system then
    • INPUT SETTINGS:
      • Subscription Action Type
      • Subscription Sub-Action Type must be selected
  • Not Applicable
  •  Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
  • If Custom Subscription Actions of Behaviour Code - Activate Subscription exist in the system then
    • INPUT SETTINGS:
      • Subscription Action Type
      • Subscription Sub-Action Type must be selected
  • Not Applicable
  • If there is at least one scheduled Run using the same Definition, then a new Run Definition instance is created.  The new Definition will have the same values and Unified Code as the first one, an augmented version number and all the modified information.
Delete
  • Not Applicable
  • Run Definitions cannot be deleted if there exists at least one scheduled or completed run for that Definition
 
  • Not Applicable

 

Attributes

An * indicates a field is mandatory 

NameDescription
Name*The name of the Definition
Alternative code*The alternative code of the process run definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description of the process run definition
Life Cycle State

The Life Cycle State of the process run definition which can be

  • Effective
  • Not effective

Only effective process run definitions can be used

Unified CodeAn auto-generated code which is used to group the various instances of the process run definitions
Version

An auto-generated number which is used to specify the version of each Run Definition. If the version number is already in use by a Run, a new Run Definition version is created each time the Definition is edited. 

The VIEW PREVIOUS VERSIONS link allows you to search and view previous versions of the Definition.

Scheduled DateA Read-only field which is available once a Run is scheduled and designates the latest date that the Run was executed or is scheduled to be executed on.
Input Settings
Subscription Action TypeThe action type that will be used to classify each Activate Subscription action that will be applied
Subscription Sub-Action TypeThe sub-action type that will be used to classify each Activate Subscription  action that will be applied
Criteria
Subscription Criteria
Subscription TypesA selection of Subscription Types. Only Subscriptions of that type will be retrieved for processing
Price PlansA selection of Price Plans. Only Subscriptions having Effective Billing Terms with one of the selected Price Plans will be retrieved for processing. If no Price Plans are specified, then all Price Plans are considered as applicable
Binding StateA selection of binding states which includes three options, any, in binding and out of binding. Only Subscriptions having effective Billing Terms with binding states equal to the selected states will be retrieved for processing
Binding PeriodsA selection of Binding Periods. Only Subscriptions having effective Billing Terms in binding, having one of the selected binding will be retrieved for processing. If no Binding Periods are specified, then all Binding Periods are considered as applicable. Specifying Binding Periods is not allowed if the binding state option is set to any or out of binding
Billing FrequenciesA selection of Billing Frequencies. Only Subscriptions having effective Billing Terms with one of the selected Billing Frequencies will be retrieved for processing. If no Billing Frequencies are specified, then all Billing Frequencies are considered as applicable
Billing Term SchemesA selection of Billing Term Schemes. Only Subscriptions having effective Billing Terms of that Scheme will be retrieved for processing. If no Billing Term Schemes are specified, then all Billing Term Schemes are considered as applicable.
Accounts Receivable Criteria
Hours since balance change

Applies an additional filter on the retrieved Subscriptions so that only Subscriptions owned by Accounts Receivable having Financial Transactions which were posted within the last X hours are retrieved.

Only Integer numbers accepted

Scheduling Setting
Scheduling SettingsMethod - The following options are available:
  • Run Now
  • Run on Specific Date / Time
  • Run Repeatedly
  • Advanced Scheduling
 

Refer to Scheduler Task for configuration guidelines.

Throttling Settings
Throttling Settings

It determines the maximum number of processed records that should be affected per each run and the interval between each iteration. This is available only if the repeat and advanced repeat options are selected. Throttling settings include the following

  • Maximum batch size 
  • Start again after X UOT (seconds, minutes,hours, days) 
Process Runs
Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were processed. In case of an error, the error code and description is displayed.
Log Information
Log DetailsThe standard set of Log Details information available in all entities 

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