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BSS users and operation teams can benefit from creating reports and custom notifications in order to better monitor the subscriptions that have Upcoming Payments. On this page you will find the guides for creating both, via the use of the respective (Has upcoming payment) merge field.

Analysis of the Upcoming Payment Merge Field


The merge field that is utilized for reporting whether a subscription has an upcoming payment or not is the Has upcoming paymentUpcoming Payment.

  • Has upcoming paymentUpcoming Payment: This boolean merge field displays either the values (“yes”“Yes”, “no”“No”) while utilizing the Advanced Search module and the Reposts module in the BSS portal or the values (“1”, “0”) while it is utilized inside an email notification.

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No Historic Levels are Kept for this Merge Field

This field does not keep any history level. This means that when the system reviews the values this field has, it looks at a snapshot of the subscription’s current* status. If this field is updated (during the current billing cycle or the new one), the system has no way of knowing their past value. In case of a canceled or inactive subscription, the status of the last cycle will be displayed.

*As current, we mean the last renewed cycle (or the initial created cycle if there were no renewals).

Creating Reports for Subscriptions with Upcoming Payment


In order to create a report for subscriptions with an Upcoming Payment, you must choose at the 1st step of the report’s creation the Subscriptions data type, along with the checkbox Upcoming Payment.

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Then, at the 2nd step of the report’s creation, you can choose any of the ten column fields.All XXXX fields are the checkbox Has Upcoming Payment located under the Upcoming Payment General ColumnsColumn fields.

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At the 3rd step of the report’s creation, you can specify the expected status for the field Status Has Upcoming Payment as illustrated below by setting the Operator as “is equal to“ and the value as “Yes“ or “No”.

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Creating Custom Notifications for Subscriptions with an Upcoming Payment


The above-mentioned field, is also available as a merge field when you wish to create a custom notification for subscriptions not having an upcoming payment. Therefore, in order to notify and inform a specific BSS user from your operations team, of such data, please navigate to BSS Setup >Administration > Notifications > Customer Notification Details > Subscriptions, then click on the "New Notification" button, and apply the condition as indicated in the following example.

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Highlighted in green color, is the condition you can utilize for this custom notification:

  • Entry = "Has upcoming paymentSubscriptions", Field = "StatusHas Upcoming Payment", Operator = "is equal to", Value = "YesNo".

The main body of the notification email should contain the merge field inside the generic text the merge field for a complete representation.

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Advanced Search Module for Subscriptions with an Upcoming Payment


The field is also available in the Advanced Search module of the BSS platformportal.

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