Managing Subscriptions
- Persia Xenopoulou (Deactivated)
- p_demou (Deactivated)
Back to Subscription Main Page
Table of Contents
Navigating to 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 |
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| Create |
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| Edit |
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| Delete |
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| Set Privacy Level |
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| Edit Shared Notes |
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| Edit Owner Group |
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Attributes
An * indicates a field is mandatory.
Name | Description | ||||||||||||||||||||||||||||||||||||||||||||
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| 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:
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| 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.
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| Subscription Installed Items | The Installed Items provided to the Subscriber which can optionally be distributed to one or more provisioning distributors.
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| 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 | ||||||||||||
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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.
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Services History | |||||||||||||
| 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
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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:
- SET PRIVACY LEVEL
- EDIT SHARED NOTES
- 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:
- NOW: Select Now to execute the action immediately
- ON A SPECIFIC DATE
- Click on the calendar icon and select a date
- Use the time scroller and select time or leave as is to set at midnight
Click on DONE
The date field is mandatory and the date must be greater than the current date
- AFTER A NO. OF DAYS
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