About nlittlefield

nlittlefield · ‎02-01-2018

We currently build out through an integration process service subscriptions in Pending status. Often we find it would be very helpful to go back and change those subscriptions prior to actual activation (for example if new pricing is negociated or in a recent case where our integration wasn't properly setting some renewal flags). We would like the ability to amend or edit pending subscriptions without activing billing.

nlittlefield · ‎01-23-2018

Our current process is that for service subscriptions we create pending subscriptions upon sale, then later (sometimes months later) a service subscription gets activated through an integration process. Our service subscriptions were supposed to be setup as Termed (12/24/36 months) renewing automatically to evergreen. However, due to some bad code, the flags for autorenewal and renew to evergreen were not set properly for a long period of time and sales. For the subscriptions that are active, it's easy for me to correct by doing amendments to the T&Cs and setting those properly. However for the subscriptions that are still pending, it seems I cannot touch them until active. This means we're going to have to monitor these hundreds of subscriptions for activation so we can correct them once they start billing. Is there anyway to update those two flags on Pending Activation subscriptions before they actually become active?

nlittlefield · ‎11-30-2017

This would be helpful for us as well, we have many upfront hardware charges that are one-time only, along with shipping, which all continue to show active indefinitely. Having them flip to expired would make things far easier for us to track.

nlittlefield · ‎09-01-2017

It would be very helpful for our team to have the option to Clone an existing subscription in the user interface. Ideally it would create a new subscription for that account with all the same rate plans and products assigned to it as the original, having it prompt only for a new contract/activation date.

nlittlefield · ‎05-23-2017

We have a custom field on the Amendment object used to track attrition reason. It would be very helpful if that could be a field on the popup window when selecting Cancel from the subscription, rather than having to do it manually to the amendment afterwards. Would it be possible to get custom fields added to that workflow? Thanks

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Ability to Edit Pending Subscriptions

Edit or Amend a Pending Subscription?

Re: 'Expired' Subscriptions should display the status as 'expired'

Subscription Clone Feature

Custom Field on Cancellation Popup