Change Subscriber Account - Change Subscriber

Owned by Persia Xenopoulou (Deactivated)
Last updated: Dec 01, 2016
2 min read

Back to Subscriptions Main Page 

Table of Contents

When to use Change Subscriber Account - Change Subscriber

New Subscriptions created in CRM.COM must be related to an /wiki/spaces/V4Manual/pages/9831804. The account owning the Subscription can be changed from one subscriber to another.  A new account can also be created for the Subscriber to which the existing Subscription can be moved to.

The above Action cannot be used to change to an Accounts Receivable of the same subscriber.  

View Change Subscriber Account - Same Subscriber for more information.

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action.  Check the Validations & Restrictions Table for a list of available Actions, including each Action's related validations, restrictions and a description of its system process.  View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.

CHANGE SUBSCRIBER ACCOUNT - SAME SUBSCRIBER

Subscription Action Information

Action can be scheduledPreview Rate AvailableBehaviour CodeBusiness Classification Code
(error)(error)CHANGESUBRIBERACCOUNTCHANGESUBSCRIBER

 

Restrictions & Validations

ActionValidationsRestrictionsSystem Processing
Change Subscriber Account - Change Subscriber
  • Unrated or not billed Services don't exist.
  • The new Accounts Receivable should belong to a separate customer.
  • The Subscription should be owned by an 'Active' Accounts Receivable.
  • The Rules defined in the 'Active' Subscription Definitions are observed.
    • Subscription restrictions are observed.
  • 'Active' Billing Term Definition Rules are observed.
    • The conditions to set a Subscription as 'Effective', specified on the 'Active' Billing Term Definitions should be met.
  • The Action is available only if the Subscription is in one of the following Life Cycle States:
    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Short Term Effective
    • Short Term Not Effective
  • A new Accounts Receivable is created (if new is specified).
  • A new Contact Information is created (if new is specified).
  • The Accounts Receivable related with the Subscription is replaced with the new one.
  • A new Billing Address is created or the current one is updated.
  • A new Subscription location is created or the current one updated.

Related Areas

Helpful Links