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Navigating to Subscriptions

BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS

Using Subscriptions

Navigate to Subscriptions and explore entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to open the Become Subscriber modal and create a NEW Subscription .
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Subscriptions.
Click on ACTIONS to discover other possibilities available for Subscriptions.
Click on a Subscription Action in the Action Panel, to perform the required changes to the Subscription, Subscription Services or Subscription Installed Items.
Click on VIEW HISTORY to see all the information (current, past and future) related to the Subscription, such as its Services, Installed Items, Additive Discounts, Buy in Advance Requests and many more.
Click on VIEW ALL ACTIONS to see all Subscription Actions available to all Subscriptions (not only to the displayed one). View Scheduling Subscription Actions for more information.
Click on the Audit Log button to view a log of changes performed on the displayed Subscription.

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

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Not applicable	Not applicable	Refer to Become Subscriber Action
Edit	Not applicable	Subscriptions cannot be modified by using Edit Button	Specific Actions are available so as to directly update editable fields from the Subscription Data Entry page. Editable Fields Owned By Group Privacy Level Shared Notes For otherSubscriptionChangesthesuitableSubscriptionAction should be used.
Delete	Not applicable	Subscriptions cannot be deleted	Not applicable
Set Privacy Level	Action is allowed by the user's Security Profile	Notapplicable	Not applicable
Edit Shared Notes	Action is allowed by the user's Security Profile	Not applicable	Not applicable
Edit Owner Group	Action is allowed by the user's Security Profile	Not applicable	Not applicable

Attributes

An * indicates a field is mandatory.

Name

Description

Contact Information

Contact Information

The Contact Information which is associated with the Subscription.

Accounts Receivable

Accounts Receivable

The account that will be charged during billing.

Billing Addresses

Billing Addresses

The Billing Address on the selected Accounts Receivable.

Subscription Addresses

Subscription Addresses

The Subscriber’s physical address (also referred to as the Subscription Location) at which the Installed Items are located and the subscribed Services are received. The Subscription Location is associated with one of the Subscriber’s (Accounts Receivable owner) contact addresses.

Subscription Terms

Subscription Terms

The terms that are applied to the Subscription which includes the following:

Subscription Type: The type of the Subscription which determines the available Services.
Billing Term Scheme: The Scheme that defines the business/billing rules the Subscription abides to.
/wiki/spaces/WIP/pages/10008532: The Price Plan from which the Subscription will be billed.
Billing Frequency: The frequency with which the Subscription will be billed.
Binding Period
- Binding Start Date: The date on which the binding period begins.
- Binding End Date: The date on which the binding period ends.
Effective Date: The date on which the Subscription was initially set from 'Draft' to 'Effective'.
Agreement date: The date on which the contract was signed
Life Cycle State: The state of the Subscription which determines whether the Subscription Services should be charged or not. This information is dynamically calculated based on the information which is listed in the Subscription Life Cycle State History.
Allowed Cycle Day: Used to specify the day of the month up to which a Subscription should be billed. Billing Cycle Day is set automatically, based on the Billing Term Scheme Configuration, provided the billing method is Period Billing. If the billing method is Anniversary then the Billing Cycle Day is set manually based on the agreement that was made with the Subscriber.
AVAILABLE FROM CRM.COM R12.0.0 If the Billing Method is Anniversary and the Billing Term Scheme defines automation on how the Anniversary Day is set, then the Billing Term's Billing Cycle Day is automatically set according to the Billing Term Scheme's Billing Rules and based on the day that the Subscription Action is performed. If the Billing Cycle Day is specified on the last day of the month then the Subscription will always be billed up until the last day of each month.
Concurrent Usage: Concurrent Usage-based pricing is used to apply price plan rates based on the number of concurrent Usage of the Services or the Installed Items that will be billed, and a rate percentage which is agreed between the customer and the company providing those Services. Concurrent Usage-based pricing consist of the following:
- Concurrent Usage: Defines the concurrent Usage of Services which will be billed based on the specified Billing Terms
- Rate Percentage: Defines the percentage rate that should be applied to all Services which will be billed based on the specified Billing Terms
  - The final rate is calculated based on the following formula: Price Plan Rate * Number of concurrent Usage * Rate percentage amount / 100
    Concurrent Usage-based pricing can be used only if it is supported by the related Billing Term Scheme. In that case, both attributes are mandatory.
First Activated On: The date on which the Subscription became 'Effective' for the first time.
This information is set only once.
Rating State: It defines whether the Subscription was processed by the rating engine or not. The available rating states are the following:
- PENDING: The Subscription is not rated yet or future ratings are still pending (i.e. the Subscription is still billable).
- COMPLETED: The Subscription was fully rated and is no longer billable or creditable (i.e. it was regretted, swapped, removed or cancelled).

Subscription Services

Subscription Services

The Services provided to the Subscriber which can optionally be distributed to one or more provisioning distributors.

Only Termed, Usage and Expense Services are allowed to be added as Subscription Services.

Name

Description

Distributors

The distributors the Service is available from.

Service

The Service that the Subscriber is subscribed to which can be a Termed, Usage or One Time Service

Components

The Services included in a Product Bundle.

First Activated On

The (dynamically calculated) date on which the Service was first modified from 'Draft' to 'Effective'.

Rating State

Defines whether or not the Subscription Service was processed by the rating engine or not. The available rating states are the following:

PENDING: The Subscription Service is not rated yet or future ratings are still pending (i.e. the Subscription Service is still billable).
COMPLETED: The Subscription Service was fully rated and is no longer billable or creditable (i.e. it was regretted, swapped, removed or cancelled).

Rated Up To

The date up to which the Subscription has already been billed.

Prepayment State
AVAILABLE FROM CRM.COM R10.0.0

Defines the state of the Subscription Service in relation to Prepaid Billing. The following options are supported:

Not Applicable: Used when the Subscription does not follow a Prepaid Billing Term Scheme
Valid: Used when the Subscription follows a Prepaid Billing Term Scheme and the Services was rated properly by the Prepaid Billing Run process
Invalid: Used when the Subscription follows a Prepaid Billing Term Scheme and the Services was not rated by the Prepaid Billing Run process due to limited Wallet funds.

Last Date of Prepayment State Calculation
AVAILABLE FROM CRM.COM R10.0.0

Defines the last date on which the Prepayment State was calculated.

Life Cycle State

The state of the Subscription Service during the specific period of time.

Life Cycle State History

A link that provides information on the Service.

Name	Description
Life Cycle State	The state of the Subscription Service during the specific period of time.
Started On	The date on which the period started
Ended On	The date on which the period ended
Billing Directive	Determines how each period should be processed by the Billing Engine. The supported Billing Directives are the following: To be billed: The period should be considered by the Billing Engine in order to be billed. To be credited: The period should be considered by the Billing Engine in order to be credited. Not to be billed: The period should never be considered, rated or billed by the Billing Engine.
Billing Effective Date	The date on which a Service starts being billed.
Billable Period Start Date	Determines the start date of the billable period of each Subscription Service. For example, if a Service is effective from the 1st of June but the Billable Start Date is the 1st of August, then the Billing Engine will only start considering the Service from the 1st of August.
Started by Subscription Action	The Subscription Action that started the period.
Ended By Subscription Action	The Subscription Action that ended the period. This is mandatory if the period is already closed.
Rated up to	Defines the date up to which the Subscription Service Life Cycle State History was rated.
Rating State	Defines whether the Subscription Service Life Cycle State History was processed by the rating engine or not. The available rating states are the following: PENDING: The Subscription Service Life Cycle State is not yet rated or was rated but not for the whole period it covers. COMPLETED: The Subscription Service Life Cycle State was rated for the whole period it covers.

Subscription Installed Items

The Installed Items provided to the Subscriber which can optionally be distributed to one or more provisioning distributors.

Name	Description
Physical Good	The Physical Good Product.
Serial Number	The serial number used to identify the Installed Item. Note that the Alternative code and not the Serial number is sent to Provisioning Providers.
Ownership Status	Determines whether or not the Installed Item is owned by the company or the customer, based on the applied business transactions. This Information is calculated dynamically. The supported values are the following: Sold to Customer: The Installed Item was sold to the customer and is owned by the customer. Rented to Customer: The Installed Item was rented to the customer and is owned by the company.
Components	If the Installed Item is a Product Bundle then the components will display the traceable and non-traceable Physical Goods included in the Product.
Distributors	The distributors from whom the Installed Item is available. The Installed Item can be distributed to multiple distributors from different providers.

Communications

Communications

Displays all Communications which have the Subscription in the 'Referring To' Entities.

Activities

Activities

Displays all Activities which are associated with the Subscription.

Log Information

Log Information

The standard set of Log Details information available in all entities.

Owned By Group

The Group that owns the Subscription which will automatically default to the Group of the signed in User or will be automatically set based on the geographical area of the contact as defined in Groups.

Privacy Level

The Privacy Level of the Subscription.
It is always Read-only and can be changed through a dedicated action or it is automatically set by the Privacy Level Assignment Rules (PLAR).

Shared Notes

Notes for the entry. Each time the notes are amended, the User and the date are logged.

Subscription History

Subscription History provides all of the Subscription's information since it was first created, divided to semantic sections to make the wanted information easy to find

Navigate to Subscriptions.
Click on View History, available under Subscription Actions.
Subscription History will open in a Modal window.

Name

Description

Subscription History

Provides an overview of the Subscription including changes executed via /wiki/spaces/WIP/pages/10008668.

Billing Terms

A list of the Subscription's Billing Terms

Adhoc Discounts

A list of Adhoc Discounts that have been requested to be provided to the Subscription.

Auto-Applied Discounts

AVAILABLE FROM CRM.COM R12.0.0

A list of Auto-Applied Discounts that have been applied to the Subscription.

Applied Adhoc Discounts

AVAILABLE FROM CRM.COM R12.0.0

A list of Adhoc Discounts that have been applied to the Subscription.

Buy In Advance Requests

A list of Buy In Advance Requests that have been applied to the Subscription.

Grace Periods

A list of grace periods that have been applied to the Subscription.

Resting Periods

A list of resting periods that have been applied to the Subscription Life Cycle State History.

LifeCycle State History

A list of all the Life Cycle States that the Subscription has changed to, since its creation date.

Name	Description
Life Cycle State	The state of the Subscription that determines whether or not the Subscription Services should be charged.
Started On	The date on which the Subscription entered the specific Life Cycle State.
Ended On	The date on which the Subscription exited the specific Life Cycle State.
Started by Subscription Action	The Subscription Action that caused the Subscription to enter the specific Life Cycle State.
Ended By Subscription Action	The Subscription Action that caused the Subscription to exit the specific Life Cycle State.

Services History
Provides an overview of the Subscription Services from the creation of the Subscription until the current date.

Existing

The Services added and currently available on the Subscription.

Removed

The Services that have been removed from the Subscription and the date on which each Service was removed.

Swapped

The Services that have been swapped from the Subscription, the date on which each Service was swapped and the Service which replaced it.

To be Added

The Services that are scheduled to be added to the Subscription and the scheduled date for the addition.

To be Removed

The Services that are scheduled to be removed from the Subscription and the scheduled date for the removal.

To be Swapped

The Services that are scheduled to be swapped from the Subscription, the Services which will replace them and the scheduled date for the swap.

Usage

The Usage Services added on the Subscription via Add Service Usage.

Expenses

The Expenses added on the Subscription and information on their Billing and cancellation.

Installed Item History

Provides an overview of the Subscription's Installed Items from the creation Subscription until the current date.

Existing

The Installed Items added and currently available on the Subscription.

Removed

The Installed Items that have been removed from the Subscription and the date on which each Installed Item was removed.

Swapped

The Installed Items that have been swapped from the Subscription, the date on which each Item was swapped and the Installed Item which replace it.

Provisioning Distribution History
Provides an overview of the Subscription's provisioning distributions from its creation until the current date, displaying which distributors provision each Service or (Installed) Item.

Use the Service Authorisation Field to determine whether the Service is also 'Active' in the Provider.

Use the Installed Item Initialisation Field to determine whether the Installed Item has been registered with the Provider.

Existing Service Distribution

The Service distributions currently active on the Subscription. Provides information on the Provider, the date on which the distribution was created and whether it is authorised.

Removed Service Distribution

The Service distributions that have been removed from the Subscription. Provides information on the Provider, the date on which the distribution was removed and whether authorisation has already been cancelled.

Existing Installed Item Distribution

The Installed Item distributions currently active on the Subscription. Provides information on the Provider, the date on which the distribution was created and whether it has been initialized from the Provider.

Removed Installed Item Distribution

The Installed Item distributions that have been removed from the Subscription. Provides information on the Provider, the date on which the distribution was removed and whether initialization has already been cancelled.

Subscription Actions History

Subscription Actions are used to manage Subscriptions throughout their Life Cycle. The information available in this section provides a thorough overview of present, past, future and cancelled Subscription Actions.

Through this section scheduled Actions can be Amended or Cancelled. Find out more on managing scheduled Actions from Scheduling Subscription Actions.

Scheduled

A list of Scheduled Actions, including information on the date each Action was scheduled, the User that scheduled it and the option to view the Action in more detail, cancel or amend it.

Executed

A list of Executed Actions, including information on the date each Action was executed, the User that executed it and the option to view the Action in more detail.

Cancelled

A list of Scheduled Actions that were cancelled, including information on the date in which each Action was cancelled, the User that cancelled it and the option to view the Action in more detail.

Additional Actions for Subscriptions

Subscriptions are managed through Subscription Actions which are available through the Action Panel. Updating general Subscription information such as Privacy Level, Owned By Group, Shared Notes, is done through dedicated commands available under Actions in the Actions Menu.

Navigate to Subscriptions.
Search for the Subscription to update and click on its Number to enter the Data Entry Page.
From the Actions Menu click on Actions and select:
1. SET PRIVACY LEVEL
2. EDIT SHARED NOTES
3. EDIT OWNER GROUP
The respective modal will open; fill out the required information and click on Save, to save your changes.

Subscription Actions

See all available Subscription Actions below, categorised by Affected Area. In the System, available Actions are split into Categories in the Subscription Data Entry Page under the Action Panel.

Subscription Related Actions

Activate Subscription — Use Activate Subscription Action to activate all Subscription Services.
Amend Billing Terms — Use the Amend Billing Terms Action to amend the Billing Terms related to a specific Subscription, by creating a new Billing Term which replaces the previous one .
Become Subscriber — Find out how to use the Become Subscriber Subscription Action, used to register a new subscriber
Bill Subscriber — Use Bill Subscriber to preview and bill Normal Subscribers or preview the disconnection dates of Prepaid Subscribers
Change Subscriber Account - Change Subscriber — Use Change Subscriber Account - Change Subscriber to move the Subscription to a different Subscriber
Change Subscriber Account - Same Subscriber — Find out about Change Subscriber Account - Same Subscriber
Change Subscription Address — Use Change Subscription Address to make amendments to the Subscription Location
Change Subscription Distribution — Use Change Subscription Distribution to assign Services and Installed Items to a Distributor
Deactivate Subscription — Use Deactivate Subscription, to disconnect all Effective Subscription Services
End Short Term Subscription Activation — Use End Short Term Subscription Activation to stop the short-term activation period and disconnect the Subscription
End Short Term Subscription Deactivation — Use End Short Term Subscription Deactivation to stop the short term deactivation period and activate the Subscription
End Subscription Resting — Use End Subscription Resting to stop the resting period of a Subscription and activate the Subscription
Extend Grace Period — Use Extend Grace Period to either exclude a Subscription from disconnection or re-activate a disconnected Subscription, for a specific period of time
Provide Ad Hoc Discount — Use Provide the Ad Hoc Discount Action to select a subscriber and provide them with an available Discount.
Rest Subscription — Use Rest Subscription to temporarily deactivate a Subscription and exclude it from Billing
Short Term Subscription Activation — Use Short Term Subscription Activation to temporarily activate a Subscription
Short Term Subscription Deactivation — Use Short Term Subscription Deactivation to temporarily deactivate a Subscription
Submit Buy in Advance Request — Use the Submit Buy in Advance Request to bill the subscriber for a longer period than that of the specified billing frequency at a discount
Terminate Subscription for Cancelling — Use Terminate Subscription - Cancel Subscription to cancel the Subscriber's contract
Terminate Subscription for Regretting — Use Terminate Subscription - Regret Subscription to regret a Subscriber's contract.

Subscription Service Related Actions

Add Draft Services — Discover Add Draft Services
Add Effective Services — Discover Add Effective Services
Add Expense — Discover Add Expense
Add Service Usage — Discover Add Service Usage
Amend Bundle Services — Use Amend Bundle Services to change the components of Termed Flexible Bundles
Cancel Expense — Use Cancel Expense to remove an Expense that was previously added
Remove Services - Cancel — Use Cancel Services to disconnect and remove Termed Services
Remove Services - Regret — Use Regret Service to disconnect and remove Termed Services that have been added to the Subscription a specified number of days ago
Remove Services - Undo Add Service — Use Undo Services to remove all or selected Draft Termed Services
Start Services — Use Start Service to activate all or selected Termed Services
Stop Services — Use Stop Services to disconnect all or selected Termed Services
Swap Services — Use Swap Services to replace existing Termed Services with new ones

Subscription Installed Item Related Actions

Add Installed Item — Use Add Installed Item to add an Installed Item on a Subscription
Move Installed Items Between Subscriptions — Use Move Installed Items Between Subscriptions to move a Subscription Installed Item to a different Subscription of the same subscriber.
Remove Installed Item — Use Remove Installed Item when a Subscription Installed Item is no longer necessary
Swap Installed Item — Use Swap Installed Item to exchange an existing Subscription Installed Item with a new one

Using the Subscription Action Modal

When a Subscription Action is clicked the respective modal is opened. The modal is separated in three semantic areas, described below.

Selection Action Area

The selection action area is the area on the left. Any amendments allowed by the Subscription Action are available for selection in this area.

If the Selected Subscription Action has multiple Classifications then the respective classification should be selected before any changes are performed.

Preview Area

The Preview Area is located at the top right of the modal, under Preview & Action Panel. It displays the changes to be performed on the Subscription once the Action is submitted.

Different information is displayed according to the Subscription Action.

Subscription Action Detail Area

The Subscription Action Detail Area is located at the bottom right of the modal, under Preview and Action Panel, and displays information regarding the execution of the Action.

If there are Subscription Action Types and Subscription Action Sub-Types for this Action configured in the System, then the respective one must be selected before submitting the Action.
Performed By User : Search and provide the User that performed the Action. If left empty then the Logged in User will be selected automatically.
Performed Date: Click on the calendar icon and select the date and time. This is the date on which the Action is performed.

If the Subscription Action is related to the ACTIVATION of a Service, then the Performed Date can be set to a date in the past and Billing for the Service(s) will start based on that date. The Performed date which can be in the past must be after the date on which the Service was added on the Subscription in a 'Draft' state.
Scheduling Information:
1. NOW: Select Now to execute the action immediately
2. ON A SPECIFIC DATE
  1. Click on the calendar icon and select a date
  2. Use the time scroller and select time or leave as is to set at midnight
  3. Click on DONE
    The date field is mandatory and the date must be greater than the current date
3. AFTER A NO. OF DAYS
  1. Enter the value of days based on your business requirements. For example, add 7 days
    The number field is mandatory and the specified value must be an integer and greater than 0.
Preview Rates: The link is only available for specific Subscription Actions. The process is used while creating a new Subscription or modifying an existing one but before submitting the actual request, in order to calculate rates that will be applied to billing a Subscription. The process is available for both Normal and Prepaid Subscriptions.

Related Areas

Page:

Managing Subscriptions
Page:

Using Deactivate Normal Subscriptions Run Definitions
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Scheduling Subscription Actions
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Extending Binding End and Allowed Cancel Dates
Page:

Configuring Subscription Action and Sub Action Types
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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
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Using Take Subscriptions out of Resting Run Definitions
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Using Activate Settled Subscriptions Run Definitions
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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
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page