(TP45975 2023.1903)
One of many next generation wizards. It can be enabled by BRP staff by checking “Next generation wizards” and add “Create subscription wizard” in the list “Next generation wizard options” on the role.
Settings that change the
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behavior of the wizard
adultAge - minimum age to be allowed to register mandate
denyForeignToSignAGSubscription - direct debit subscriptions will not be shown if customer has foreign ID card.
forcePersonOrganizationUpdateOnNewSubscription - always ask about connection to organization when selling membership
useCommission - a field for commission will be shown
Other properties that change the wizard
Only main subscription products that have the property “Use in customer routines” will be listed in the wizard.
Product additions of the these subscription products will be available as options
Related rights
Subsciption Subscription - Change price
Change facility for person and/or subscriptions
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1 - Choose subscription product
At this step it is possible to select additional subscriptions that can be cancelled together with triggered one. Step will list all ongoing subscriptions for the Person and all subscriptions where Person is a payer as well.
Earliest cancellation date is calculated for all subscriptions in the step based on the main subscription.
Date for additional component will always be same or later.
Cancellation date field - is enabled by role : SystemAccessRight.CANCEL_SUBSCRIPTION_DATE
Changing this date is equivalent to open a wizard at the date.
End date field - is enabled by Access Right Action : AccessRightAction.ADJUST_END
Changing this date is equivalent to terminating subscription at the date.
2 - Subscription details
To see this step, setting : useSubscriptionTerminationConfirmation has to be enabled and some Causes for cancellation has to be added to system
3 - Payer
This step will be active only if there is something left to pay.
“Left to pay” - will present amount that customer has to pay after termination.
There are three options :
Pay with Invoice
Pay in Point of sale
Do not pay
4 - Payment details
This step represents the choices from previous steps. In a case if operator would like to change any data it is possible to go back and provide those changes.
5 - Summary
This step represents the choices from previous steps. In a case if operator would like to change any data it is possible to go back and provide those changesIf the wizard is launched by pressing a subscription in the product menu in the Point of Sale, that product is preselected in the wizard. If not, all subscriptions with the property “Use in customer routines” are available.
If the customer has identification for another customer type, that can be changed, so that other prices are presented.
The products listed can be filtered by product group.
2 - Subscription details
A summary of the selected subscriptions and additions is presented. Review with the customer.
3 - Payer
Add information about the payer, if it is not the same as the user.
4 - Payment details
If the selected subscription product uses direct debit or recurring card payments, this is where you add the payment details.
5 - Summary
Review with the customer.