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Service Statuses are configured in Setup / Product Catalog / Service / Service Status |
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Service statuses are used to setup the service states you require, for instance 'PreactivePre-active', 'Active', 'Suspended' and so on. Services in different statuses can have different recurring charges, e.g. you can charge a standard monthly price for a service in an 'Active' status and a reduced price if the service transitions to another status (suspended/on hold or whatever you decide to name the status). One time Transition charges can also be applied as when a service transitions into is switched to another status (e.g. charging an activation fee when a service transitions from 'Pre-Activated' to 'Activated'). The transition charges that are applicable when a service's status is changed are setup when configuring package frequencies on packageson packages. The statuses that services are permitted to transition to are configured under service transitions events that charges can be associated with are configured under service transitions.
Prerequisites
Service statuses can be setup as needed, there are no prerequisite configuration steps.
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The information in this panel reflects the currently selected status. From here you can change status details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Name: describes the status, e.g. Active, Suspended, Canceled
Prevent Changes: prevents account-service settings from being altered when an account-service is the a status that has this setting enabled. The only setting that can be altered while an account-service is in a unchangeable status is the 'Status' setting on the account-service
Status: the base system status, detailed below:
Billable: permits recurring service charges to be applied when the account-service is in the status. The recurring charge for the particular service status is configured on the package package frequencies screen. See the packages help the packages help for more information on how package frequencies are configured
Non-Billable: prevents recurring service charges from being applied while the account-service is in the status. All other charges will still apply, such as one-time /charges and transition charges configured on the package package frequency
Canceled: canceled is a non-billable base status that is configured by default on the 'Canceled' service status and cannot be configured on any user defined service status. Services in a canceled status cannot transition back to any other status. E.g. you cannot change a canceled status back to an active status, 'Canceled' is a permanent state
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This section displays where the selected service status is used in the system. By default the reference data is displayed in a summary format to indicate where the status is in use, however the Entity drop down field can be used to view the exact system objects entities that the service status is configured on.
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