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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, 'Pre-active', 'Active', 'Suspended' and so on. Services in different statuses can be configured to 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 /wiki/spaces/V10/pages/588447960. The transitions events that charges can be associated with are configured under service transitions.
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The Service Status panel on the left of this screen allows you to select existing statuses to view and edit on the Edit Service Status panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Deletes the selected service status. Statuses that are in use cannot be deleted |
 | Adds a new service |
Service Status List
The Service Status list on the left of the screen shows status that are currently setup.
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status |
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Edit Service Status Panel
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. ActiveBillable, Suspended, Canceled
Prevent Changes: when this setting is enabled an account-service service’s settings will be uneditable read only 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 /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 Account-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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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
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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
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