APPLICABLE UP TO CRM.COM R10 - The process is available for releases up to CRM.COM R10.
For a description of the Deactivation Process for releases after CRM.COM R10 visit Using Deactivate Normal Subscriptions Run Definitions (for Normal Subscriptions) and Using Deactivate Prepaid Subscription Run Definitions (for Prepaid Subscriptions)

Navigating to Deactivate Subscriptions in Grace Definitions

BILLING > SUBSCRIPTIONS > DEACTIVATE SUBSCRIPTIONS IN GRACE

What are Deactivate Subscriptions in Grace Definitions?

Deactivate Subscriptions in Grace Definitions, are used to define the rules to be followed, for the deactivation of Subscriptions in Grace Period which are about to end and they have unsettled debts. The process retrieves all Subscriptions in Grace Period having Grace Period end date equal or past the date that the batch process is performed, and deactivates them, if required.

Each deactivated Subscription is set to Life Cycle State “Not Effective", by applying Deactivate Subscription actions, if:

Grace End Date ends the day the process is executed
AND
Criteria defined in the run are met

If the process is not executed on a daily basis then the Grace Period end Date criterion is used in order for theSystemtol retrieve Subscriptions whose Grace Period ended between the date the run was executed and the calculated date set by the criterion.

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 in the respective section.

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 Deactivate Subscriptions in Grace 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 Deactivate Subscriptions in Grace, including each Action's related validations, restrictions, and a description of its system process. View the Attributes Table for a comprehensive description of the Deactivate Subscriptions in Grace fields.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Mandatory Fields must be defined Name and alternative code must be unique 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 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

Name	Description
Main Information
Name*	The name of the process run 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.
Description	A 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 Code	An autogenerated 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 Date	A 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 Type	The action type that will be used to classify each Deactivate Subscription action that will be applied
Subscription Sub-Action Type	The action type that will be used to classify each Deactivate Subscription action that will be applied
Criteria
Subscription Criteria
Subscription Types	A selection of Subscription Types. Only Subscriptions of that type will be retrieved for processing
Price Plans	A selection of Price Plan. Only Subscriptions having effective billing terms with one of the selected Price Plan will be retrieved for processing. If no Price Plans are specified then all Price Plans are considered as applicable
Binding State	A selection ofBindingStateswhichincludes three options, any, in binding and out of binding. Only Subscriptions having effective billing terms withBindingStatesequalto the selected stated will be retrieved for processing
Binding Periods	A 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 Frequencies	A 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 Schemes	A 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
Grace Period end Date	Determines the Grace Period end date in relation to the date of execution, measured in days. If specified then the process will retrieve Subscriptions having a Grace Period within the date of execution and date of execution minus the specified number of days. This criterion is optional
Accounts Receivable Criteria
Accounts Receivable Classification	A selection of Accounts Receivable Classification. Only Subscriptions owned by Accounts Receivable classified by one of the selected Classifications will be retrieved for processing
Accounts Receivable Credit Rating	A selection of Accounts Receivable credit rating. Only Subscriptions owned by Accounts Receivable classified by one of the selected credit rating will be retrieved for processing. If no credit ratings are specified then all credit ratings are considered as applicable
Accounts Receivable Balance	The range of balance amount which is unsettled. Only Subscriptions owned by Accounts Receivable having a balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account. (Regardless of the Due Date) More Than = More than or Equal Less Than = Less than
Accounts Receivable Outstanding Amount	The range of balance amount which is due. Only Subscriptions owned by Accounts Receivable having a due balance within that range will be retrieved for processing. This amount refers to the Unsettled Amount of all invoices of the account which are due. Due date is calculated based on the number set at: Due in X Days Due X Days Ago If no date is specified then the current date is considered to be the Due date, thus the system will retrieve all unsettled invoices that their due date is before current date
Scheduling Setting
Scheduling Settings	Method - 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 Runs	Displays the Runs that were executed for this Definition. Each Run includes the Bills that were processed. In case of an error, the error code and description are displayed
Log Information
Log Details	The standard set of Log Details information available in all entities

Related Areas

Page:

Managing Subscriptions
Page:

Using Deactivate Normal Subscriptions Run Definitions
Page:

Scheduling Subscription Actions
Page:

Extending Binding End and Allowed Cancel Dates
Page:

Configuring Subscription Action and Sub Action Types
Page:

Using Execute Scheduled Subscription Actions Run Definitions
Page:

Using Take Subscriptions out of Short Term Deactivation Run Definitions
Page:

Using Deactivate Unsettled Subscriptions Run Definitions
Page:

Using Deactivate Subscriptions in Grace Run Definitions
Page:

Using Take Subscriptions out of Resting Run Definitions
Page:

Using Activate Settled Subscriptions Run Definitions
Page:

Become Subscriber
Page:

Cancel Expense
Page:

Configuring Subscription Definitions
Page:

Configuring Subscription Types

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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