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BSS users and operation teams can benefit from creating reports and custom notifications in order to better monitor the subscriptions' history in terms of their future requests (whenever applicable). On this page you will find the guides for creating both, via the use of the respective (future request) merge fields. |
Analysis of the Future Request Merge Fields
The merge fields that are utilized for reporting the history of Future Requests of subscriptions (wherever applicable) are the following ten.
Created: This merge field displays Is the date the future request was created.
Creator: This merge field displays Is the first name and last name of the user who created the request.
Type: This merge field displays Is the future request actions that will be performed, be that an increase or decrease in quantity or a cancellation.
Item: This merge field displays Is the subscription product name or the add-on product name.
Last Update: This merge field displays Is the date the future request was last updated.
Last Update by: This merge field displays Is the first name and last name of the user who updated the request for the last time.
Revoked on: This merge field displays Is the date the request was revoked.
Revoked by: This merge field displays Is the first name and last name of the user who requested the revocation.
Submitted via Storefront: This merge field displays Is the value “Yes” Yes if the request was submitted from the Storefront and “No” No if the request was not submitted from the Storefront.
Status: This merge field displays Is the status of the external pricing (“Canceled”Canceled, “Pending” Pending, “Completed” Completed):
Canceled(status): This status means that the future request for the subscription is currently canceled, and therefore, no execution for that request will occur.
Pending (status): This status means that the future request for the subscription is currently pending execution.
Completed (status): This status means that the future request for the subscription is completed.
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No Historic Levels are Kept for Merge Fields None of these fields is kept at a history level. This means that when the system reviews the values these fields have, it looks at a snapshot of the subscription’s current* status. If any of these fields is updated (during the current billing cycle or the new one), the system has no way of knowing their past values. 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). |
Rules of the Future Request Merge Fields
The types of subscriptions (with Product: prepaid, sub-subscriptions of bundle subscriptions, and back-ordering) that arecurrently covered and can be displayed according to their current “snapshot” are the following:Prepaid subscriptions support future requests and are displayed accordingly.
Back-ordering subscriptions support future requests, and they are created and displayed on the tenant organization.
Bundle subscriptions support future requests and are displayed accordingly.
Trial subscriptions do not currently support future requests.
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Creating Reports for Subscriptions with Future Requests
In order to create a report for subscriptions with a future request, you must choose at the 1st step of the report’s creation the Subscriptions data type, along with the checkbox Future Requests.
Then, at the 2nd step of the report’s creation, you can choose any of the ten (Created, Creator, Type, Item, Last Update, Last Update by, Revoked on, Revoked by, Submitted via Storefront, Status) column fields.
All ten fields are located under the Future Requests General Columns.
At the 3rd step of the report’s creation, you can specify the expected status for the field Status as illustrated below by setting the Operator as “is equal to“ and the value as “Pending“.
Creating Custom
NotificationNotifications for Subscriptions with a Future
RequestsRequest
The above-mentioned fields (Created, Creator, Type, Item, Last Update, Last Update by, Revoked on, Revoked by, Submitted via Storefront, Status), are also available as merge fields when you wish to create a custom notification for subscriptions having a future request. 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.
Highlighted in green color, is the condition you can utilize for this custom notification:
Entry = "Future Requests", Field = "Status", Operator = "is equal to", Value = "Pending".
The main body of the notification email should contain inside the generic text all ten merge fields for a complete representation.
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