Upcoming Payments Merge Fields for Reports & Notifications

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”).

 

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.

UP1.png

Then, at the 2nd step of the report’s creation, you can choose the checkbox Has Upcoming Payment located under the General Column fields.

UP2.png

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.

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.