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Cancel Expense

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What does this section cover?

When to use Cancel Expense

Use the action if you have already added expenses to the subscription and you would like to remove

Cancel Expense Information

Action can be scheduled(tick)
Behavior CodeCANCELEXPENSE
Business Classification CodeCANCELEXPENSE

 

Restrictions & Validations

ActionValidationsRestrictionsAdditional Information
Cancel Expense
  • The expense is not already billed (Not Included in a bill)
  • The subscription is owned by an active accounts receivable
  • The subscription has an effective billing term instance
  • The rules defined in the active subscription definitions are not violated
    • Subscription restrictions are not violated
    • Subscription service restrictions and dependencies are not violated

The action is available only if the subscription has one of the following Life Cycle States:

    • Draft
    • Effective
    • Not Effective
    • In Resting
    • Short Term effective
    • Short Term Not Effective

 

 

 

 

Executing Cancel Expense

  1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
  2. Search for the Subscription you are looking for, using the criteria section
  3. Click on the Subscription number to go to the Data Entry page of the subscription
  4. On the left hand side of the screen you can see the ACTION PANEL
  5. Click on Subscription Service Related Actions
  6. Find the action you would like to execute and click on the link to open the action details in a modal window

  7. EXPENSE SERVICES

    1. The system loads the expense that have been added on the specific subscription
    2. Check the box next to the expense you would like to remove
      CANCEL EXPENSE
       

  8. PREVIEW & ACTION PANEL

    1. SUBSCRIPTION SERVICES TO BE REMOVED

      1.  Provides an overview of the expenses that will be added on the subscription

    2. 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

      5. 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.

  9. Click on "SUBMIT"
    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:

  • Sets the specified subscription services expense life cycle state to Cancelled
  • If the specified subscription service expense is rated (but not billed) then any related rated billing items are also cancelled

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