R9 - Creating Buy in Advance Requests

Owned by Persia Xenopoulou (Deactivated)
Last updated: Apr 06, 2016
3 min read

What does this section cover?

Navigating to Buy in Advance Requests

BILLING > BUY IN ADVANCE > MANAGE BUY IN ADVANCE REQUESTS

While there is a dedicated page for Buy in Advance requests, where you can view and manage the requests, in order to create a Buy in Advance Request you need to do so via the Subscriptions data entry page.

Explaining Buy in Advance Fields

Rating State

It defines if the Buy in Advance Request was processed by the rating engine or not. The available rating states are the following:

Name

Description

Number

An automatic number identifying each buy in advance request

Duration*

The requested amount of time to be bought in advance

UOT*

The unit of time describing the specified duration, measured in days, weeks, months or years

DescriptionA description for the buy in advance request

Subscription

The subscription which is going to be billed for the specified duration

Life Cycle State

The state of the request which can be either Effective or Cancelled

Billing state
AVAILABLE UP TO CRM.COM R8.0.0 - DEPRECATED FOR CRM.COM R9.0.0 

The state of the buy in advance request in relation to billing. It is calculated dynamically and determines if the specific buy in advance request was already rated or not. The supported values are the following:

  • Rated
  • Not Rated

If the billing state is rated then the related rated billing item number is also available

Rating State

AVAILABLE FROM CRM.COM R9.0.0

It defines if the Buy in Advance Request was processed by the rating engine or not. The available rating states are the following:

  • PENDING: The Buy in Advance Request was not rated yet
  • COMPLETED: The Buy in Advance Request was already rated

The field replaces The Billing State available in CRM.COM R8.0.0

Billing Effective Date*

Determines the earliest date that the request can be picked up by the billing engine. The billing effective date is automatically set to the date that the request is submitted but it can be modified by users

Log InformationIncludes the standard log information

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictions
Create
  •  Not Applicable
  • Active definition must exist in the system
  • No other effective. not billed, buy in advance request, exists for the specific subscription
  • Subscription follows a Normal Billing term scheme
Save
  • The specified duration is more than the existing billing frequency of the subscription
  • The specified duration of time is allowed for the specific subscription type
  • The specified duration of time is within one of the settings defined in the Buy in Advance definitions
  • Not Applicable

 

Creating a Buy in Advance

  1. Navigate to BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  2. Search using the criteria available in the summary page for the subscription you would like to apply a Buy in Advance request
  3. Click on the subscription number to go to the data entry page
  4. Click on SUBSCRIPTION RELATED ACTIONS from the Action Panel
  5. Select  SUBMIT BUY IN ADVANCE REQUEST  to open the request form in a modal window
    1. Duration: Provide a number (integer) for the duration and select the desired UOT 
    2. Billing Effective Date: Billing Effective Date is automatically set to the current date. Click on the calendar icon to change if required
    3. Description: Provide a descriptions
    4. Applicable From: Automatically updated by the system as soon as the duration is defined. This is set to the Last Rated To date of the subscription
    5. Applicable To: Automatically updated by the system as soon as the duration is defined. This is set to the Last Rated To date + defined  of the subscription 
  6. SUBMIT the request
    SUBMIT BUY IN ADVANCE REQUEST FORM

To find out how to view the created request go to:

Visit /wiki/spaces/WIP/pages/10010220 Buy in Advance for business examples related to creating Buy in Advance requests

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