Difference between revisions of "Account Management/Customer Screen/Package Subscriptions/Contract"
(→Introduction) |
m (corrected contract discounts link) |
||
| (10 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | == | + | {{DISPLAYTITLE: Contracts for Package Subscriptions}} |
| + | = Overview = | ||
| + | Cumulus allows for the creation and cancellation of Contracts against specific Package Subscriptions. The Package on which the subscription has been activated must be part of a valid package pool and the user must have the relevant permissions to be able to add contracts to a package subscription. | ||
| − | + | For a general overview of contracts types, refer to the article on [[PackagePlans/Contract|Contracts]]. | |
| − | |||
| − | For a general overview of | ||
| − | |||
| − | |||
| + | == Adding a Contract == | ||
To add a contract, simply navigate to the customer, then click '''Package Subscriptions'''. | To add a contract, simply navigate to the customer, then click '''Package Subscriptions'''. | ||
* Click on the Package Subscription. | * Click on the Package Subscription. | ||
| Line 14: | Line 13: | ||
* Click ''Add Selected'' | * Click ''Add Selected'' | ||
| − | + | == Cancelling ''Breaking Out'' a Contract == | |
| − | |||
To Break out of a Contract, locate the Package Subscription with the attached Contract | To Break out of a Contract, locate the Package Subscription with the attached Contract | ||
* Click ''Break Out Contract''. Note that the value of the Break out fee is in the button. | * Click ''Break Out Contract''. Note that the value of the Break out fee is in the button. | ||
* Confirm that the contract is to be broken by clicking 'Yes'. | * Confirm that the contract is to be broken by clicking 'Yes'. | ||
| − | + | The cancellation fee will be generated as a pending cardline. | |
| + | |||
| + | == Contract Discounts == | ||
| + | Where the contract includes a [[PackagePlans/Contract/Contract_Discounts | per period credit that is time-limited]] the details of the discount can be seen under the customer's package subscription. See the [[Account_Management/Customer_Screen/Package_Subscriptions | '''Customer Screens > Package Subscription''']] page for further information. | ||
| + | |||
| + | == Early Upgrades == | ||
| + | It is possible to offer customers an early upgrade to eligible customers and override the contract breakout rules and fees for early upgrading customers. | ||
| + | |||
| + | = See Also = | ||
| + | * [[PackagePlans/Contract|Configuration of Contract Types]] | ||
| + | * [[Early Upgrade| Early Upgrades]] | ||
Latest revision as of 09:42, 30 January 2017
Contents
Overview
Cumulus allows for the creation and cancellation of Contracts against specific Package Subscriptions. The Package on which the subscription has been activated must be part of a valid package pool and the user must have the relevant permissions to be able to add contracts to a package subscription.
For a general overview of contracts types, refer to the article on Contracts.
Adding a Contract
To add a contract, simply navigate to the customer, then click Package Subscriptions.
- Click on the Package Subscription.
- Click Add Contract
- Set the End Date. This can be an arbitrary value, or you can simply let the system decide and tick the box: Automatically Set End Date. Note that the End Date is mandatory
- Choose the Contract you wish to Add
- Click Add Selected
Cancelling Breaking Out a Contract
To Break out of a Contract, locate the Package Subscription with the attached Contract
- Click Break Out Contract. Note that the value of the Break out fee is in the button.
- Confirm that the contract is to be broken by clicking 'Yes'.
The cancellation fee will be generated as a pending cardline.
Contract Discounts
Where the contract includes a per period credit that is time-limited the details of the discount can be seen under the customer's package subscription. See the Customer Screens > Package Subscription page for further information.
Early Upgrades
It is possible to offer customers an early upgrade to eligible customers and override the contract breakout rules and fees for early upgrading customers.
