(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 behaviour 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
Related rights
Subsciption - Change price
Change facility for person and/or subscriptions
Message templates (used for instructions)
"Wizard - Create subscription - Step 1 Choose subscription product"
"Wizard - Create subscription - Step 2 Subscription details"
"Wizard - Create subscription - Step 3 Payer"
"Wizard - Create subscription - Step 4 Payment details"
"Wizard - Create subscription - Step 5 Summary"
Templates can be found in the “Wizards” category in Configuration > Settings > Messages
Some HTML tags can be used in the message templates
<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 - 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 changes.