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Service Transitions are configured in Setup / Product Catalog / Service / Service Transitions |
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Service transitions allow you to charge a fee when a service changes from one status to another (e.g. prePre-active Active to activeActive). 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 is changed from ‘Suspended’ status to ‘Active’ status).
Transition charges can only be configured on recurring charged services, fees or other one-time charges on price frequencies cannot be configured with transition charges.
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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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Name: this is a name that describes the transition you are configuring and should reflect your internal terminology, e.g. 'Activation', 'Reactivation', 'Suspension', etc.
From Status: this indicates the status the service is changing from. E.g. you can set this field to a 'Suspended' service status and the 'To Status' field to a an 'Active' service status to create a 'Un-suspend' or 'Reactivate' transition. The statuses shown in the 'From Status' list are populated with the Service Statuses you have defined, the default system statuses and the service statuses you have configured. The explanation of what statuses mean in the system can be found in under the service status screen help article. The From Status field by default will include a status called [New], meaning 'Newly Created' (essentially [New] is 'from nothing'). New can only be set in the 'From Status' field, once a status is changed from 'New' to another status, the service status can never be switched back to New again
To Status: this value works in conjunction with the 'From Status' field to define a transition. E.g. a From Status value of 'Active' with a To Status value of 'Canceled' would setup one type of 'Cancelation' transition. See the From Status description above for more information
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Editing Service Transitions
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Note: if a service transition is in use (i.e. configured on one or more system entities) then its configured settings will not be editable |
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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