Page Comparison

(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

• createNewSubscriptionWizardDefaultProduct - Sets the default product group for the filter

• mandatoryMedgivandeOnAgSubscription - Should be true so that RCP and direct debit mandates are created if required by the subscription product

• If the setting "removeOrganizationOnOrganizationCustomerTypeChange" is enabled, the connection from a person to an organization is removed if the customer type is changed from the organization customer type to a different customer type.

Other properties that change the wizard

• Only main subscription products that have the property “Use in wizards” will be listed in the wizard.

• Product additions of the these subscription products will be available as options regardless of if they have the “Use in wizards” property set.

Related rights

• Subsciption Subscription - Change price

• Change facility for person and/or subscriptions

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• <br> for a new line

• <ul> for an unordered list item (bullet without number)

• <li> for an ordered list item (bullet with number)

Launching the wizard

If the wizard is launched by

• Pressing a subscription with the property “Use in wizards” in the product menu in the Point of Sale. When you click a subscription product without “Use in wizards” set will open the classic wizard.

• Pressing the plus sign above the subscriptions to the left in the person overview.

• Selecting the option to create a new subscription at the end of the wizard for creating or updating a person

Steps in the Wizard

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

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• If you launched the wizard by pressing a subscription with the property “Use in customer routines/wizards” in the product menu in the Point of Sale, that product is then preselected in the wizard. If not, all subscriptions with the property “Use in customer routines/wizards” are available to choose.

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.

Renew

• If the main product is renewed by default, the product additions that are subscriptions will also be set as renew.

• If the main product is not renewed by default, the product additions that are subscriptions will also be set as do not renew.

• If the checkbox “Renew” is changed in the wizard, this will change both the main product and product additions that are subscriptions.

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.