Account Management/Customer Screen/Package Subscriptions

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Overview

The Package Subscription page is where users can view the package subscriptions that belong to an account. There are several sub tabs under a service subscription. Each sub tab is documented below.

To access this screen:

Nav: Customer > List

  1. Click on the ID of a customer to open the customer record.
  2. Click the Package Subscription tab to open the customer's package subscription.

Alternatively, users can:

Nav: Services > List All

Use the search criteria to retrieve the service. To drill down to see a package subscription, users can click on the Package Sub ID.

Package subscription list for a customer

Clicking on any package subscription ID will open the package subscription where you can access several related sub tabs. The sub tabs that are visible will vary in accordance with your Emersion Customer Licence Agreement. Not all modules are available to all users.

Package Subscription Search

Use the various search criteria to narrow your search and return only the service subscriptions you are interested in.

Package Subscription Main Screen

Clicking on a package subscription ID will open the main screen of the package subscription and provide an overview at the top of the page with sub tabs below.

The main screen of a package subscription

The main screen of the package subscription displays the:

  • package subscription ID and name of the package plan (page title)
  • package subscription status
  • start date
  • end date of the package subscription if the status of the subscription it is no longer Active.
  • package plan - both internal and external package plan names are shown with a link to the plan via it's ID.
  • package plan set up fee
  • package plan access fee.

Package Subscription Actions

This section is dynamic. What it displays here will change based on various criteria and hard-coded business rules. Be on the lookout for text printed on the page that may explain why some actions are not possible at a given time.

Provided there are no rules preventing actions from taking place, users will see the following options:

Click on the links to learn how to use these features in more detail.

Package Subscription Sub tabs

Once inside a package subscription, the user has access to several sub tabs to manage the subscription. Which tabs that are visible will depend on a number of factors including:

  • Plan billing objects used (bolt-ons, service features, etc)
  • Service types requirements
  • Features and modules your company has subscribed to.

Click on the links below to learn more about each service subscription sub tab.

This sub tab displays the start and end dates for any fixed length per period discount that is against the contract.

Users can edit these dates provided they have the relevant power(s).

Click the Edit button to put the page into edit mode. Please be aware that modification made to the discount start and end dates will not cause retrospective creation of discounts. Only discount configuration in place at the time advance or arrears fees are created are taken into account.

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