Account Management/Customer Screen/Service Subscriptions

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Overview

The Service Subscription page is where users can view and manage services and service 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 Service Subscription tab to open the customer's service subscription.

Alternatively, users can:

Nav: Services > List All

Use the search criteria to retrieve the service.

To drill down to see a service subscription, users can:

  • Click on the Service ID
  • Click on the service subscription ID

To access the package subscription, click on the package subscription ID. Users will be taken to view the corresponding package subscription.

The Service Subscription page for an account

Clicking on any service subscription ID will open the service 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.

Service Subscription Search

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

Table List View Type

The system enables users to view the subscription list using one of two views:

  • The Default view
  • Service address view

If the service address view is used, the list will be loaded to include the service address fields.

Service Subscription Main Screen

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

Service-subscription-detail.png

The main screen of the service subscription displays the:

  • service Subscription ID and name (page title)
  • service ID
  • service type
  • service plan - both internal and external plan names are shown with a link to the plan via it's ID.
  • current service subscription period
  • package subscription ID
  • package plan - both internal and external plan names are shown with a link to the plan via it's ID.
  • start date of the service subscription
  • end date of the service subscription if the status of the subscription it is no longer Active.
  • service subscription status
  • transfer type

Buttons are also displayed in this section based on the circumstances:

View Usage

Displays if the service has a telephony or data usage feed, and that usage is being received by Emersion, correctly identified and rated.

View Service and Equipment

Displays if the service has a miscellaneous usage feed, and that usage is being received by Emersion, correctly identified and rated.

View Package Subscription

This will take the user to the package subscription that this service belongs to.

Service Subscription Sub tabs

Once inside a service 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.

See Also