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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 Payment.
Has Upcoming Payment: This boolean merge field displays either the values (“Yes”, “No”).
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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.
Then, at the 2nd step of the report’s creation, you can choose the checkbox Has Upcoming Payment located under the General Column fields.
At the 3rd step of the report’s creation, you can specify the expected status for the field Has Upcoming Payment as illustrated below by setting the Operator as “is equal to“ and the value as “Yes“ or “No”.
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, 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.
Highlighted in green color, Presented in the screenshot above is the condition you can utilize for this custom notification:
Entry = "Subscriptions", Field = "Has Upcoming Payment", Operator = "is equal to", Value = "No".
The main body of the notification email should contain the merge field inside the generic text for a complete representation.
Advanced Search Module for Subscriptions with an Upcoming Payment
The field is also available in the Advanced Search module of the BSS portal.
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