Product Configuration

Start Automation

Starts the automation where our system will be automatically creating Orders, updating Opportunites, and creating Payment Transaction records. The creation and update of these records will be limited based on the configuration described below.

Stop Automation

After the automation was enabled, you are able to stop it by clicking this button.

Process Subscriptions (Manual)

Clicking this button the system will prompt you to pick a calendar day for which the records will be processed.

Save

Saves any changes done to the configuration files described below.

Past Due Threshold (Days)

The number of days needed before the Subscription Profile will automatically change its status to Past Due.

Suspended Threshold (Days)

The number of days needed before the Subscription Profile will automatically change its status to Suspended.

Pending Order Status

The status of the newly created order (if the order is not paid in full).

Processing Order Status

The status of the order when a payment transaction is recorded but the payment is still pending or not captured.

Paid Order Status

The status of the order when the order is paid in full.

Custom Adjustment Product

Order Line Item to use when capturing any additional fees.

Example: a partial past-due payment.

Completed Opportunity Status

The new status of the Opportunity when it results in a new Subscription Profile (and usually a new order).

1

Should the system create the first order automatically when a new Subscription Profile is created?

2

Should the system automatically create a new Payment Transaction every time a new Order is created through the automation?

3

If the payment on the order is past due (per the configuration above) the system will automatically set the status of the subscription profile to Past Due.

4

If the payment on the order is past due (per the configuration above) the system will automatically set the status of the subscription profile to Suspended.