What does this section cover?

When to use Become Subscriber

Become Subscriber is a Subscription Action which is used for creating a new subscription from scratch.

For a subscription to be considered complete and ready for usage by the customer, the following needs to be met.

• Contact Information
• Active Accounts Receivable
• Effective Subscription with its services and required Installed Items

Become Subscriber action allows you to create all of the required entities at once, without switching between screens

There are 2 ways to use "Become Subscriber"

• Creating Effective Subscriptions
  • Creates and Activates a Subscription
• Creating Draft Subscriptions
  • Creates the Subscription (Activation may be done at a later stage)

In the sections that follow you can see the difference between each of the actions regarding, validations applied and processing.

Become Subscriber Information

	DRAFT	EFFECTIVE
Action can be scheduled
Behavior Code	BECOMESUBSCRIBER	BECOMESUBSCRIBER
Business Classification Code	CREATEDRAFTSUBSCRIPTION	CREATEACTIVATESUBSCRIPTION

Restrictions & Validations

Executing Become Subscriber

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. From the Actions Menu click on NEW to open Subscription data entry page (Become Subscriber)

3. CONTACT INFORMATION

   1. New Contact Information 
      1. Select Type between Person and Company
      2. Fill out the required information. Mandatory fields are marked with asterisks ( * )
         1. For Persons: First and Last Name + any fields defined in the Contact Information Uniqueness Rule
         2. For Companies: Company Name + any fields defined in the Contact Information Uniqueness Rule 
      3. If you would like to fill out more information click on the ADD MORE INFORMATION link, else proceed to the next step
         Contact Information modal window will open
         1. Fill out the required information. Visit Managing Contact Information for more information on creating a new contact
         2. Once you are done, click on "CLOSE"
             
   2. Existing Contact

   1. 1. Click on USE EXISTING CONTACT
      2. Search the contact to load his contact details. Click on MODIFY CONTACT INFORMATION to add more information if needed
         
   
   
   

4. ACCOUNTS RECEIVABLE

   1. UP TO CRM.COM R8.0.0 Number: Select an existing account from the drop-down list 
      AVAILABLE FROM CRM.COM R9.0.0 Name: Select an existing account from the drop-down list (Starting from CRM.COM R9.0.0  the name of the account will be used to identify the account)
      Number or name will be available only if you have selected an existing Contact that already has registered accounts in the system
      OR
   2. REGISTER NEW ACCOUNT
      1. Click on REGISTER NEW ACCOUNT to load the form for creating a new account
         1. Provide Main Information as required
         2. Select Bill Presentment Preferences
         3. Provide Paymnet Preferences
            View Creating Accounts Receivable for more information on creating new accounts

5. BILLING ADDRESS

   1. If you have selected an existing account then the Billing Address will be Read Only
   2. If you have registered a new account then select the Billing Address of the new account
      1. Selet Address Type
      2. If address details are available for the selected address type then move to Subscription Address
      3. If address details are not available for the selected address type then provide the required information

6. SUBSCRIPTION ADDRESSES

   1. Same as Billing Address: Check the box if you would like to set the Subscription Address to be the same with the billing address
   2. If you would like to define a different address for the Subscription Address then
      
      1. Selet Address Type
      2. If address details are available for the selected address type then you don't need to do anything else
      3. If address details are not available for the selected address type then provide the required information

7. SUBSCRIPTION TERMS

   1. Subscription Type: Select a subscription type from the drop down list
   1. Billing Term Scheme: Select a scheme from the drop down list (this is filtered based on the selected subscription type
   2. Price Plan: Select Price Plan from the drop down list (this is filtered based on the selected scheme)
      1. VIEW PRICE PLAN RATES: Click on the link to view the products and the rates of the selected price plan
         
   3. Billing Frequency: Select billing frequency from the drop down list (this is filtered based on the selected scheme)
   4. Allowed Cycle Date: Date is set as soon as the Billing Term Scheme is selected and it is read only
      
   5. Binding Period: Select Binding Period from the drop down list (this is filtered based on the selected scheme)
   6. From: Click on the Calendar icon and select the date for which the contract should start 
   7. To: The date that the contract will expire. This will be automatically calculated based on the Binding Period and Binding From date
   8. Concurrent Usage: Provide the number of concurrent users for the specific subscription
   9. Concurrent Usage Rate Percentage: Provide the charge percentage per concurrent user. (i.e. Total amount to be paid per month will be the Price plan rate * Concurrent % * Concurrent usage) / per service

   10. Agreement Date: Click on the Calendar icon and select the date for which the new contract has been selected

       Visibility Conditions

       The following fields are only visible and selectable if certain conditions are met

       • Binding Period: The selected Billing Term Scheme is not of type Pre Paid

       • Binding Start: The selected Billing Term Scheme is not of type Pre Paid

       • Concurrent Usage: The selected Billing Term Scheme supports concurrent usage

       • Concurrent Usage Percentage: The selected Billing Term Scheme supports concurrent usage

       

8. SERVICES & INSTALLED ITEMS

   1. DISTRIBUTOR

      1. Select from the available distributors. This will be the one that the services and/or installed item will be distributed on. If you do not want the service and /or item to be distributed anywhere then select None.
         Visit Change Subscription Distribution to find out how to change distribution or add distribution to services and items that have been added with no distributor
         

         According to the selected distributor, Services and Physical Goods will be filtered accordingly. (For a full list of service filtering check the info box under Optional Services)
         • Services Filtering: The system will filter based on:
         • The services defined in the Provisioning Provider, that the selected provisioning distributor belongs to
         • The allowed services defined under the selected distributor - AVAILABLE FROM CRM.COM R9.0.0

         • Physical Goods Filtering: The system will filter based on the physical goods defined in the Provisioning Provider that the selected provisioning distributor belongs to

          

      2. A service can be distributed in multiple distributors. For each distributor you want to add a service to, you need to first select the distributor and then select the service

   2. MANDATORY SERVICES

      1. Select the service you want to add by checking the box on the left of the service 

   3. OPTIONAL SERVICES

      1. Select the service you want to add by checking the box on the left of the service

         Mandatory and Optional Services allowed to be selected are filtered based on the following:

         • Allowed services defined in selected Subscription Type
         • Allowed services defined in selected Billing Term Scheme
         • Product Validity defined on the product
         • Allowed services in provisioning provider of selected distributor 
         • Allowed services under the selected distributor defined in provisioning provider - AVAILABLE FROM CRM.COM R9.0.0

   4. INSTALLED ITEMS

      1. Click on ADD

      2. Physical Good: Select Physical Good from the drop down list
         By default the system will have no selected product. You have the option to directly search without selecting a product. Following this option, when searching for an installed item to add the system will retrieve all available installed items (of all allowed products)

         Physical Goods allowed to be selected are filtered based on the following:

         • Allowed Physical goods defined in selected Subscription Type
         • Allowed Physical Goods in provisioning provider of selected distributor 

      3. Serial Number: Search using quick search or the click on the lens to open the search modal for the installed item

         Installed Items allowed to be selected are filtered based on the Inventory Management Definition.

9. PREVIEW & ACTION PANEL

   1. SUBSCRIPTION SERVICES TO BE ADDED

      1.  Provides an overview of the subscription services to be added

   2. SUBSCRIPTION INSTALLED ITEMS TO BE ADDED

      1. Provides an overview of the subscription installed items to be added

   3. SUBSCRIPTION ACTION DETAILS

      1. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code

      2. Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
         Action Type and Sub Action type are visible only if applicable

      3. Performed By User :Search and add the user that logs the action
         If you leave empty then the Logged in user will be set

      4. Performed Date: Click on the calendar icon and select date and time

   4. 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.

10. For EFFECTIVE Subscriptions: Click on SUBMIT
11. For DRAFT Subscriptions: Click on SUBMIT AS DRAFT
    Action will be validated as provided in the section above and submitted if validations are passed

System Processing

Once the action is submitted the following changes will be carried out by the system:

Effective Subscriptions

• Creates or updates a contact Information
• Creates or updates an accounts Receivable. It an account is created is also related with the specified contact information
• Creates new subscription
• Relates subscription with specified accounts receivable
• Sets subscription location
• Creates and sets new billing terms in Effective state
• Adds subscription services, subscription installed items and provisioning distributions
• Sets the subscription to Effective
• Sets the subscription services to Effective

Draft Subscriptions

• Creates or updates a contact Information
• Creates or updates an accounts Receivable. It an account is created is also related with the specified contact information
• Creates new subscription
• Relates subscription with specified accounts receivable
• Sets subscription location
• Creates and sets new billing terms in Effective state
• Adds subscription services, subscription installed items and provisioning distributions
• Sets the subscription to Draft
• Sets the subscription services to Draft