Difference between revisions of "Account Management/Customer Screen/Package Subscriptions/Contract"

Revision as of 16:05, 9 December 2014

Introduction

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 logged in must have the relevant permissions to be able to add contracts to a Package Subscription.

For a general overview of Contracts in general, please see 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'.

Please note that at this stage, the Cancellation Fee will be generated as a Pending Cardline.