Copying a Subscription Type

Prerequisites

To copy a subscription type, you should have:

  • Subscription type (whose copy you want to create) defined in the application

  • Account Subscription business objects defined in the application

Procedure

To copy a subscription type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select S and then click Subscription Type.
    The Subscription Type screen appears.
  3. Enter the search criteria in the Search Subscription Type zone.
  4. In the Search Results section, click the link in the Subscription Type Information column whose details you want to view.
  5. Click the Duplicate button in the Subscription Type zone.
    The Subscription Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the subscription services.

    • Subscription Services - Used to specify the details of the subscription services.

    • Algorithms - Used to specify the algorithms used in the subscription type.

    • Characteristics - Used to define the characteristics for the subscription type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Subscription Type Used to specify the subscription type. Yes
    Description Used to specify the description for the subscription type. Yes
    Account Subscription Business Object Used to indicate the business object using which you want to create a person when the corresponding account subscription is processed. Yes
    Detailed Description Used to specify additional information about the subscription type. No
    Division Used to indicate the division to which you want to associate the subscription type. Yes
    Contract Type Used to indicate the Contract Type to which you want to associate the subscription type. Yes
    Renewal Duration Type Used to indicate the renewal cycle. The valid values are:

    • Day

    • Month

    • Week

    • Year

    		 Yes
    Renewal Duration Used to specify the duration of the renewal of the subscription. Yes
    Status Used to indicate the status of the subscription type. The valid values are:

    • Active

    • Inactive

    		 Yes
    Prorate Charges Used to indicate whether monthly subscription fee is prorated or not in the event the cancelation occurs in the middle of the month. No
    Adjust Billed Charges Used to indicate the billed charges adjusted.
    Note: This field appears when you check the Prorate Charges check box.
    		 No
    Adjustment Type Used to indicate the adjustment type using which the adjustment must be created.
    Note: This field appears when you check the Prorate Charges and Adjust Billed Charges check box.
    		 No
    Termination Adjustment Type Used to indicate the adjustment type used for termination of the subscription service. No

    The Subscription Services section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Subscription Service Used to specify the type of the subscription service. Yes
    Monthly Recurring Revenue (MRR) Exempted Used to indicate whether the service type is exempted from MRR calculation. No
    Subscription Charge Used to indicate charges related to the subscription service. Yes
    Distribution Code Used to indicate distribution code linked to the service that will be used on the billable charge. No

    The Algorithms section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    System Event Used to indicate the system event. Yes
    Sequence Used to specify the sequence number. Yes
    Algorithm Used to associate an algorithm to the system event that you have selected.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.
    		 Yes
  6. Enter the required details in the Main section.
  7. Add algorithms for the subscription type, if required.
  8. Define characteristics for the subscription type, if required.
  9. Click Save.
    The new subscription type is defined.

Related Topics

For more information on... See...
Subscription Type screen Subscription Type (Used for Searching)
Subscription Type zone Subscription Type
How to define a characteristic for a subscription type Defining a Characteristic for a Subscription Type