Creating a Service Term

After creating a new Service Term, it is automatically delegated to all downstream Resellers. Service Terms created for Plans from Vendor Portal are not automatically delegated to downstream Resellers (see Synchronization of Products and Plans between Vendor Portal and ActivePlatform).

To create a new Service Term:

Sign in to the Operator Control Panel.
On the Navigation Bar, go to Service Terms (Navigation). The list of Service Terms is displayed (see Viewing the List of Service Terms).
On the Toolbar, click Create. The New Service Term page is displayed.
In the Service term information group:
1. In the Name field, enter the name of the Service Term.
2. In the Key field, enter the key of the Service Term. Only lowercase characters, numbers, and underscores are allowed.
  The key is used for synchronizing Service Terms among Vendors, Distributors, and Resellers that have delegated Plans, so the key must be unique.
  On the upstream Reseller level, for a new Service Term, it is possible to specify only the Key value that is not used in Service Terms of all downstream Resellers.
In the Payment creation group:
1. In the Billing day field, enter the day of the month when Charges (see Charges) change their statuses. This field can be set from 1 to 28 representing the day of the month.
  Invoices (see Managing Invoices) will be created on the next day after the Billing day.
  When an Account has several Subscriptions with different Billing days, several Invoices will be created.
2. Select the Available for payment by guaranteed payment checkbox to allow a Customer pay for Subscriptions using a Guaranteed Payment (see Managing Guaranteed Payments).
In the Renewal settings group:
1. In the Manual renew point (days) field, enter the number of days before the Subscription expiration date, when the Renew button for the Subscription becomes available. For the rest period when the renewal is not possible, the Renew button is not displayed on the Subscription’s details page in Operator (Reseller) Control Panel and Customer Control Panel. This parameter can be redefined on the Subscription level.
  To make manual renewing of a Subscription available for all the Subscription period, enter -1.
  To make manual renewing of a Subscription completely unavailable, enter 0.
  The Manual renew point cannot be less than the Auto-renew point. If the Manual renew point is -1, the validation is not performed.
2. In the Auto-renew point (days) field, enter the number of days before the Subscription expiration date when a Renew Order is automatically created for the Customer. This parameter can be redefined on the Subscription level.
3. In the Grace period field, enter the number of days after the ending of the Subscription period when the Subscription will continue work without payment.
4. In the Stop period field, enter the number of days after the end of the Grace period when the Subscription will be stopped. The Subscription is deleted when the Stop period ends.
In the Availability for accounts group, select the Account types checkboxes to allow Accounts linked to the corresponding Account Type (see Account Types) order Plans based on this Service Term.
Click Create. The Service Term will be created.