...
This wizard, which is available in Beta, can be enabled by BRP staff for a specific roles role by enabling “Next generation wizard” on wizard”on a role and adding “Freeze subscription wizard” “Unfreeze subscription” to the next generation wizard options.
...
minSubscriptionFreezePeriod: If set, will be used to validate against the freeze duration end date that the user selects in from the wizard. If the chosen subscriptions subscription also have has a freeze rule with the minimum duration set, then the lowest amount out of the two will be used for validation.maxSubscriptionFreezePeriod: If set, will be used to validate against the freeze duration user selects in the wizard. If the chosen subscriptions have a freeze rule with the maximum duration freeze length set, then the lowest amount of the two will be used for validation.
...
“Subscription - Override subscription freeze rules” lets users enable unfreeze subscriptions to freeze that were disabled because they violated a property of the that would otherwise violate its freeze rule.
“Invoice”- Enable the option “Create invoice” in payment step.
Message templates (used for instructions)
...
Unfreeze subscription - Step 1 Select subscription
Unfreeze subscription - Step 2 Payment
Unfreeze subscription - Step 3 Confirmation
Templates can be found in the “Wizards” category in Configuration > Settings > Messages
...
<br> for a new line
<ul> for an unordered list item (bullet without number)
<li> for an ordered list item (bullet with number)
Steps in the Wizard
1 - Select
...
subscription
The subscription which launched the wizard will be pre-selected and the users . The user will be able to select other enabled additional frozen subscriptions that they use or pay for , depending on their freeze condition.
Freeze conditions for subscriptions can be,
Frozen: The subscription has an ongoing deviation of the type “Freeze” and cannot be frozen via the wizard.
Planned freezes: The subscription has a future deviation of the type “Freeze” and cannot be frozen via the wizard.
Ongoing deviation of other types: The subscription has ongoing deviations of a type other than “Freeze” and can be frozen via the wizard as long as it does not overlap the existing deviation.
Planned deviation of other types: The subscription has a planned deviation of a type other than “Freeze” and can be frozen via the wizard as long as it does not overlap the existing deviation.
Undebited: The subscription has late payments and cannot be frozen via the wizard.
Can not be frozen: The subscription’s freeze rule has the maximum number of freezes per year property set to 0 and therefore this subscription cannot be frozen via the wizard, unless the freeze rule is overridden.
Was already frozen “x” times: The subscription was already frozen the number of times allowed by its freeze rule and therefore cannot be frozen via the wizard, unless the freeze rule is overridden.
Can be frozen “x” times (max {number of days or months allowed}) this year: The subscription can be frozen.
Can be frozen: The subscription can be frozen.
The freeze period: The start and the end date of the freeze.
Start date: If the subscription’s debited until date is before today, then the start date will be defaulted to today, else it will be the day after the debited until date.
End date: Default end date will be 30 days from the freeze start date.
If the user selects subscriptions that do not have the same freeze rule, they will be shown an error message when they attempt to proceed to the next step.
2 - Additional information
Freeze reason: If freeze reasons are configured in the system then the user must select a reason for the freeze in this step. If there is a freeze rule, the choices will be limited to what is configured in the freeze rule.
Comment: An optional field to add comments.
The same freeze reason and comments will be used when creating freezes for all selected subscriptions.
3 - Payment
This step will be enabled only if the user selects a freeze reason which contains a fee.
The options are,
Create invoice
Pay in point of sale
Open in order panel
4 - Confirmation
This will summarize the or use.
Unfreeze day field: Let the user select the end date for the freeze.
If the selected subscription has a freeze rule which has the properties minimum and maximum length of a freeze configured, then the wizard will validate whether the chosen end date matches the freeze length of the rule. The user will not be able to proceed to the next step, if there was a violation of the rule, unless they chose to override the freeze rule.
2 - Payment
This step is enabled if there is payment to be made when unfreezing the chosen subscriptions.
The choices are,
Pay in point of sale (an active Point of Sale unit is required)
Create invoice (the right “Invoice” is required)
Open in order panel (so that you can add services or classes to the order before paying)
3 - Summary
This will summarize selections of previous steps. The user can go back and change the data if necessary before completing the wizard.
...