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Service Statuses are configured in Setup / Product Catalog / Service / Service Status |
Guides in this article:
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/wiki/spaces/V10/pages/588447960. The transitions events that charges can be associated with are configured under service transitions.
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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: a unique name that describes the status, e.g. Active, Suspended, Canceled
Prevent Changes: when enabled account-service settings will be uneditable when an account-service is in the status. The only setting that can be altered while an account-service is in an 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 frequencies screen. See the packages/wiki/spaces/V10/pages/588447960 screen help article 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 frequency
Canceled: canceled is a non-billable base status that is setup 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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