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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 Execution of Scheduled Actions Process for releases after CRM.COM R10 visit Using Subscription Maintenance Utilities Run Definition

Table of Contents

Navigating to Execute Scheduled Subscription Actions Definitions

BILLING > SUBSCRIPTIONS > EXECUTE SCHEDULED SUBSCRIPTION ACTIONS

What is Execute Scheduled Subscription Actions Definition?

Execute Scheduled Subscription Actions Definitions, are used to define the rules to be followed to execute scheduled Subscription actions which have reached or passed their scheduled date. The Definition allows you to define specific Behaviour codes to be included in the Run, thus not executing all Scheduled Subscription actions at once.

For more information on scheduled actions visit Scheduling Subscription Actions. On how to schedule each Subscription action individually you can find the related information in each of the Subscription Action Manuals found at Managing Subscriptions

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 Execute Scheduled Subscription Actions 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 Execute Scheduled Subscription Actions, including each Action's related validations, restrictions, and a description of its System process. View the Attributes Table for a comprehensive description of the Execute Scheduled Subscription Actions fields.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information	System Processing
General	Multiple Execute Scheduled Subscription Actions Definitions can exist in the system, but each one should have a unique name and alternative code	NotApplicable	Not Applicable	Not Applicable
Create	Mandatory Fields must be defined Name and alternative code must beunique	NotApplicable	Not Applicable	Not Applicable
Edit	Mandatory Fields must be defined Name and alternative code must beunique	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.	Not Applicable
Delete	Not Applicable	Run Definitions cannot be deleted if there exists at least one scheduled or completed run for that Definition	Not Applicable	Not Applicable
Submit	NotApplicable	Not Applicable	Not Applicable	The System validates that the scheduled actions can be executed based on the rules and policies that are applicable on the related Subscription If the scheduled action passes the validation, the Subscription Action Life Cycle State is set to executed and the executed date is set equal to the date of execution

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 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 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.
Subscription Criteria
Subscription Types	A selection of Subscription Types. If specified then only Subscription actions related with Subscriptions of that type will be retrieved for processing
Behaviour Codes	A selection of Behavior Codes and optionally business classification codes. If specified then only Subscription actions related with Subscriptions of that type will be retrieved for processing
Scheduling Settings
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	Throttling: 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 Run information	Displays 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 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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