Subscription strategy

Objectives of the Subscription strategy page https://shop-generic.valuein.studio/admin/app/subscriptionstrategy/list Subscription strategy define how suscription should be created. Each product is associated to a subscription strategy. For an example: You can define that a subscription will be created for each product in the card, define how subscription dates will be filled.

Strategy creation You can create a new Strategy by clicking on ‘Add New’ icon

Then you will redirect to the Creation page which consists of below Tabs.

Main information tab

Name of the field	Type	Mandatory	Description
Main Information
Name	Text field	Yes	Name of the strategy
Is default	Checkbox	No	Is Default :selected sub strategy attached to the rate plan in the catalog(you always need to have one sub strategy by default)
Is displayed	Checkbox	No	in the CPQ page the user can change the sub strategy affected to a rate plan,
Subscription
Subscription Separation Level	Dropdown	Yes	At which level of the subscription should be created (Order, Provider, Product)
Commission
Commissioning Method	Dropdown	Yes	how the partner commissioning is handled (Direct/Indirect) Direct: The payment is collected by the platform and the commission is paid to the partner Indirect: The partner collect the money. You invoice the partner to get paid. )
Commission rate	Out of scope	Yes	Out of scope

Additionally user can define commission rates within valid periods by clicking on ‘Add New’ button in the commission section

Schedule tab

Name of the field	Type	Mandatory	Description
Contract Effective Date	Dropdown	No	Contract Effective Date
Service Activation Date	Dropdown	No	Service Activation Date
Customer Acceptance Date	Dropdown	No	Customer Acceptance Date
Term Start Date	Dropdown	No	Term Start Date
Invoice Target Date	Dropdown	No	Invoice Target Date
Invoice Target Date Preview	Dropdown	No	Invoice Target Date Preview

In this page you define how subscription dates will be set . For an example you can configure date to be set at the 1st of current or next or current plus x months. User can select a date from the available dates.

Term tab

Term

Name of the field	Type	Mandatory	Description
Initial Term
Term Type	Dropdown	Yes	Type of the term:how the subscription duration is defined.Termed: the duration is defined. You must complete the field “Initial Term” the number of period type chosen in “Initial Term Period Type” Evergreen: The end of the term is not definedOne-Shot: The duration of the subscription is one period. Fixed: The user indicates the end date of the initial term. The platform will calculate the number of periods (initial term duration).
Initial Term	Text field	Yes	The number of periods
Initial Term Period Type	Dropdown	Yes	Initial Term Period Type:can be selected from the drop down values(Month, Year , Day, Week)
Renewal
Auto renew	Checkbox	No	Used to handle the automatic renewal of the subscription .User can tick on ‘Auto Renew’ check box to handle the automatic renewal.
Renewal Setting	Dropdown	Yes	can be selected from the drop down valuesRenew with specific term: The duration after renewal is defined. Renew with specific date: The user indicates the renewal date, the platform will calculate the initial term Renewal DateRenew to evergreen: The end date of the subscription will be determined after renewal.
Renewal Term	Dropdown	Yes	Renewal Term:how the renewal duration is defined
Renewal Term Period Type	Dropdown	Yes	Initial Term Period Type:can be selected from the drop down values(Month, Year , Day, Week)

Payment / invoice tab

User can tick on ‘Invoice’,’ Invoice separately’ ‘Collect’, ‘Apply credit balance’ check boxes when necessary Payment/Invoice

Name of the field	Type	Mandatory	Description
Invoice
Invoice	Checkbox	No	Generate invoice at the sub creation
Invoice Separately	Checkbox	No	by default the billing engine try to regroup all things to be billed in the same invoice. If you want to generate an invoice for this sub you tick
Payment
Collect	Checkbox	No	Do payment collection just after the invoice generation
Apply Credit Balance	Checkbox	No	When you do a credit memo to your customer, you owe money to him, in the next invoice we apply this amount then the customer pays only the remaining amount.

Cancellation tab

User can provide a required information under below tabs upon clicking on ‘Add date constraints’

Cancellation-Title tab

Name of the field	Type	Mandatory	Description
Title	Text Field-Alpha numeric characters	Yes	User can provide a title for the cancellation
Delete	Checkbox	No	To delete the cancellation title
Add date Constraint	text	Yes	Add applicable dates

Cancellation-Cancellation tab

Name of the field	Type	Mandatory	Description
Allow customer to use this rule	Checkbox	No	To allow customer to use this rule
Cancellation fees	Text field	No	User can select available rules by entering 3 or more characters
Delete	Checkbox	No	To delete the cancellation fees
Add date Constraint	text	Yes	Add applicable dates

Cancellation-Invoice/Payment tab

Name of the field	Type	Mandatory	Description
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Delete	Checkbox	No	To delete the cancellation fees
Add date Constraint	text	Yes	Add applicable dates

Cancellation-Date tab

Name of the field	Type	Mandatory	Description
Cancellation last possible date	Drop down	No	Cancellation last possible date: User can select from available dates
Cancellation policy	Drop down	Yes	Can be selected from the drop down values(End of current term, End of last invoice period, specific date)
Cancellation specific date	Drop down	No	Specific date for cancellation,can be selected from available dates
Delete	Checkbox	No	To delete the cancellation dates
Add date Constraint	text	Yes	Add applicable dates

Renewal tab

Name of the field	Type	Mandatory	Description
Renewal
Allow user to renew	Checkbox	No	user can tick on the checkbox to allow renewal
Invoice
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Generate payment if needed	Checkbox	No	Generate payment if needed
Use credit balance if needed	Checkbox	No	Use credit balance if needed
Conditional Renewal
Conditional Renewal Start Date	Dropdown	No	Conditional Renewal Start Date:User can select from available dates
Conditional Renewal End Date	Dropdown	No	Conditional Renewal End Date:User can select from available dates

Upgrade / Downgrade tab

Name of the field	Type	Mandatory	Description
Upgrade
Upgrade Policy	Dropdown	Yes	Upgrade Policy:Ability to select from drop down values(Now, End of current term,End of last invoice period)
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Generate payment if needed	Checkbox	No	Generate payment if needed
Use credit balance if needed	Checkbox	No	Use credit balance if needed
Downgrade
Downgrade Policy	Dropdown	Yes	Quantity Recurring Policy:Ability to select from drop down values(Now, End of current term,End of last invoice period)
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Generate payment if needed	Checkbox	No	Generate payment if needed
Use credit balance if needed	Checkbox	No	Use credit balance if needed

Quantity changes tab

Name of the field	Type	Mandatory	Description
Recurring charges
Quantity Recurring Policy	Dropdown	Yes	Quantity Recurring Policy:Ability to select from drop down values(Now, End of current term,End of last invoice period)
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Generate payment if needed	Checkbox	No	Generate payment if needed
Use credit balance if needed	Checkbox	No	Use credit balance if needed
Onetime Charges
Name of the field	Type	Mandatory	Description
Quantity One Time Policy	Dropdown	Yes	Quantity Recurring Policy:Ability to select from drop down values(Now, End of current term,End of last invoice period)
Generate invoice if needed	Checkbox	No	Generate invoice if needed
Generate payment if needed	Checkbox	No	Generate payment if needed
Use credit balance if needed	Checkbox	No	Use credit balance if needed

Custom Fields tab

Name of the field	Type	Mandatory	Description
Target object	Drop down	Yes	Where does the custom field reflect
Custom field name	Text field	Yes	Name of the custom field
Value	Text field	Yes	Value for the custom field