Subscriptions Interface

The following describes available sections within the Subscriptions module user interface. This module is used to access and create subscription objects, fulfillment requests, and billing requests.

Directory

The Directory tab stores a list with your generated subscription objects. Each subscription provides its own status that is regulated by fulfillment requests via the corresponding section.

Furthermore, this section contains your test or preview subscriptions. The system also allows generating subscriptions manually by clicking the Create Subscription button. Refer to Subscription Creation to learn more about the manual test subscription creation.

Subscription Details

Click on a subscription object identifier to access the Subscription Details screen. This screen provides general information on your selected object, such as associated Product, Marketplace, Request in Progress, subscription ID and its Status.

Furthermore, the Subscription Details screen contains various data within the following tabs:

• Control Panel: Preview a subscription activation via this tab. Configure subscription activation template via the Embedding section from the product profile page.
• Reservation: This tab displays defined reservation items.
• Pay as You Go: This tab displays created pay-as-you-go items.
• Parameters: Access product parameters through this tab.
• Details: This tab specifies dates, associated contracts, a commerce system and a Distributor.
• Tiers: This tab contains customer account and reseller account information.
• Fulfillment: The fulfillment tab, as the name suggest, contains your fulfillment requests.
• Billing: Access billing request via this tab.

Actions

Click the Action button at the top-right corner of the Subscription Details screen to access the following functionalities:

Subscription Actions

Subscription Actions include the following options:

• Billing: Launches a wizard that allows creating a billing request. Your billing requests are stored within the Billing tab of the Subscriptions module.
• Suspend: This option is used to create a request to suspend a subscription. Note that this action is not available by default.
• Resume: This action is used to create a request to reactivate a suspended subscription. By default, this option is also not available unless the corresponding setting is enabled for your required product.

Customer Actions

Customer Actions allows reproduce the following customer actions:

• Change: Create a request to switch items (SKUs) or change their quantity.
• Cancel: Create a request to cancel your selected subscription.

Vendor Actions

This section provides an option that is available only for Vendors. Specifically, the Adjust operation enables Vendors to create an adjustment request. It is used to change fulfillment or ordering parameters and also change your Activation Template.

Fulfillment

The Fulfillment tab displays your order fulfillment requests. Each request object is used to manage its corresponding subscription on the CloudBlue Connect platform. Thus, it is important to understand the difference between request types and request statuses.

Refer to Fulfillment Request to learn more about such request, their types, statuses, request details. To get information on how to process your fulfillment request on the Connect platform, please refer to the Requests Management documentation.

Billing

The Billing tab stores your billing request. Click on a billing request ID to access the Billing request details screen.

The Connect platform provides the following billing request types:

• Vendor billing: These requests are generally created by the Connect platform according to the provided scheduler. Vendors can also manually create billing requests for their preview/test subscriptions.
• Provider billing: Optional requests that are generated by integrated Distributor systems. Such requests are not available for Vendors.

Use the Billing request details screen to examine the billing period, information on purchased reservation/pay-as-you-go items, parameters data, request details, tier account data, billing attributes, and other general request information. Refer to the Billing Requests documentation to learn more about these requests and their workflow.

Additional Guidelines

Access the following subchapters to learn more about the subscription creation process and fulfillment requests management on the CloudBlue Connect platform.