Defining an Account Subscription

Prerequisites

To define an account subscription, you should have:

  • Subscription type business objects defined in the application

  • Subscription Services defined in the application

Procedure

To define an account subscription:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Customer Management and then click Account Subscription.
    A sub-menu appears.
  3. Click the Add option from the Account Subscription sub-menu.
    The Account Subscription screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Subscription Type Used to search a particular subscription type.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the window appears.
    		 Yes
    Account ID Used to search a particular subscription type.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
    		 Yes
    Tip: Alternatively, you can access the Account Subscription screen by clicking the Add button in the page title area of the Account Subscription screen.
  4. Click OK.
    The Account Subscription screen appears. It contains the following sections:

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

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

    • 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 Information Displays the basic information about the subscription type. Not applicable
    Account Information Displays the basic information about the account linked to the subscription type. Not applicable
    Subscription Start Date Used to specify the date from when the subscription is effective.
    Note: The subscription start date cannot be later than the subscription end date.
    		 Yes
    Subscription End Date Used to specify the date till when the subscription is effective.
    Note: The subscription end date cannot be earlier than the subscription start date.
    		 Yes
    Automatic Renewal Used to indicate whether you want to renew the subscription automatically. No
    Cost Escalation (in Percentage)
    Note: This field appears when Automatic Renewal check box is selected.
    		 No
    Comments Used to specify additional information about the account subscription. No

    The Subscription Services and Charges 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
    Service Start Date 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
    Service End Date Used to indicate distribution code linked to the service that will be used on the billable charge. No
    Subscription Charge Used to specify the type of the subscription charges. Yes
    Charge Amount Used to specify the charges related to the subscription charge. Yes
    Charge Start Date Used to specify the date from when the charges are effective. Yes
    Charge End Date Used to specify the date till when the charges are effective. Yes
    One-Time Charge Used to indicate whether you want to pay the subscription charges one-time. No
    Recurring Charge Frequency Used to specify whether you want to pay the subscription charges on regular recurring basis.
    Note: This field gets enabled when you select the check box corresponding to the One-Time Charge field.
    		No
    Automatic Renewal Used to indicate whether you want to renew the subscription services and charges automatically. No
    Cost Escalation (in Percentage) Used to indicate the percentage in which the subscription charge amount must increase when the automatic renewal of the subscription is triggered.
    Note: This field appears when Automatic Renewal check box is selected.
    		 No
    Description on Bill Used to specify the description on the bill. No
  5. Enter the required details in the Main section.
  6. Enter the required details in the Subscription Services and Charges section.
  7. Define characteristics for an account subscription, if required.
  8. Click Save.
    The account subscription is defined.

Related Topics

For more information on... See...
Account Subscription screen Account Subscription (Used for Viewing)
How to define a characteristic for a subscription type Defining a Characteristic for an Account Subscription