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Service Transitions are configured in Setup / Product Catalog / Service / Service Transitions |
Overview
Service transitions allow you to charge a fee when a service changes from one status to another (e.g. pre-active to active). When configuring package frequencies you can add service transitions and specify a transition charge for any recurring charged service configured on the package (e.g. apply a $50 reactivation fee when ‘Service X’ goes from ‘Suspended’ to ‘Active’ status).
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The information in this panel reflects the currently selected service transition. From here you can change transition 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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This section indicates where the selected service transition is in use. When references exist a 'Filter References' field will be shown which allows you to filter down to the references that you wish to see.
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Adding Service Transitions
At the top of the Service Transitions panel click the
iconEnter a Name, From Status and To Status for the new service transition
Click Save
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Editing Service Transitions
Select the service transition you wish to edit in the Service Transitions panel on the left
In the Edit Service Transition panel modify the values as desired
Click the Save button
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Deleting Service Transitions
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Note: Service transitions that are configured on package frequencies are in use and cannot be deleted. In order to delete a transition in use, first determine which package frequencies are configured with the transition by checking the References tab and then edit those package frequencies to use another service transition. |
Select the service transition you wish to delete in the Service Transition panel on the left
Click the
iconConfirm that you wish to delete the transition on the modal window