| Info |
|---|
Service Statuses are configured in Setup / Product Catalog / Service / Service Status |
Overview
Service statuses are used to setup the service states you require, for instance, 'Pre-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). Transition charges can also be applied when a service is switched to another status (e.g. charging an activation fee when a service transitions from 'Pre-Activate' to 'Activate'). The transition charges that are applicable when a service's status is changed are setup when configuring package frequencies on packages. The transitions events that charges can be associated with are configured under service transitions.
...
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).
...
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 entities that the service status is configured on.
...
Adding a Service Status
Under the Service Status heading on the left click the
iconUnder the Add Service Status heading on the right specify the service status details.
Click Save
...
Editing a Service Status
Under the Service Status heading on the left click the service status you wish to edit
Under the Edit Service Status heading on the right modify the service status details.
Click Save to save your changes
...
Deleting a Service Status
| Info |
|---|
Note: Service statuses that are configured on other entities are in use and cannot be deleted. In order to delete a status that is in use, first determine which entities are configured with the status by checking the References tab and then edit those entities so that they no longer use the service status you wish to delete. |
Under the Service Status heading on the left select the service status you wish to delete
Under the Service Status heading on the left click the
iconOn the confirmation dialog that appears select Yes