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:

Go to Service Terms (Navigation). The list of service terms is displayed (see Viewing the list of service terms).
Click Create. The New Service Term page is displayed.
Configure the service term settings in the following groups:
Click Create. The service term is created and displayed in the list.

Service term information

In the Service term information group:

In the Name field, enter the name of the service term.
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 Stop subscription type list, select how subscriptions are stopped, except for the manual stopping (see Stopping a subscription) and moving an account to the credit hold (see Credit hold of the account):
- Automatically — subscriptions are stopped automatically (by default).
- Manually — subscriptions are stopped after approving manual operations by a manager (see Manual operations).
In the Delete subscription type list, select how subscriptions are deleted:
- Automatically — subscriptions deleted automatically (by default).
- Manually — subscriptions are deleted after approving manual operations by a manager (see Manual operations)
Manual stopping and deleting can be useful for plans linked to subscriptions that require uninterrupted working to run customers' infrastructure and vital business processes (for example, plans of the following services: Microsoft Azure, VMware vCloud Director).
To apply manual stopping and deleting to all subscriptions of an account regardless of a plan, see Creating an account class.

Payment creation

In the Payment creation group:

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.
If it is necessary to allow a customer pay for subscriptions using a guaranteed payment, select the Available for payment by guaranteed payment checkbox (see Managing guaranteed payments).

Invoicing settings

In the Invoicing settings group, select how invoices should be created and closed for subscriptions (see Managing invoices):

Invoices are closed by platform — the platform creates invoices for subscriptions with the same billing day (see Billing day above) and automatically closes them on the second day of the next billing period. This option is used by default.
Invoices are closed by external system — invoices are closed by a request of an external system after receiving and processing information from a vendor about the subscription consumption. This option is used only for some services like Microsoft Azure Plan and Google Cloud Platform (see the Services. Operator documentation guide). Invoices for subscriptions of an account can be joined in one invoice or issued individually for each subscription — see the account settings in Viewing and updating account's details.

Prolongation settings

In the Prolongation settings group, in the Grace period field, enter the number of days (from 0 to 28) after the Paid to date (see Prolonging a subscription), when a subscription will not be stopped due to the unpaid prolong order. During the grace period:

A subscription has the Graced status but continues working.
The platform performs daily attempts to complete from the account balance the existing unpaid prolong order (taking into account the possibility to pay with negative balance).

Renewal settings

In the Renewal settings group:

In the Manual renew point (days) Prepay and Manual renew point (days) Postpay fields, enter the default values for the following cases per payment model:

- The number of days before the subscription expiration date, when the Renew button and manual renewing for the subscription become available (see Manual renewing of a subscription).
- The number of days before the Paid to date, when the Prolong button and manual prolonging for the subscription become available (see Prolonging a subscription).
  To make manual renewing of a subscription available for the whole subscription period, enter -1. Manual prolonging of a subscription becomes unavailable in this case.
  To make manual renewing and prolonging of a subscription completely unavailable, enter 0.
In the Auto-renew point (days) Prepay and Auto-renew point (days) Postpay fields, enter the default values for the following cases per payment model:
- The number of days before the subscription expiration date when a renewal order is automatically created (see Renewing a subscription).
- The number of days before the Paid to date, when a prolong order is automatically created (see Prolonging a subscription).
  If the value is set to 0:
  - For a subscription with the activated auto-renewal option, a renewal order is automatically created on the subscription expiration day.
  - For a subscription with the not activated auto-renewal option, a renewal order is not created automatically.
  - A prolong order is created automatically on the Paid to date of the subscription regardless of the auto-renewal option.
The manual renew point value cannot be less than the auto-renew point value for the same payment model, but if the manual renew point is set to -1, the validation is not performed.
The manual and auto-renew points can be redefined on the subscription level for its payment model (see Viewing and updating subscription's details).
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.
In the Stop period field, enter the number of days after the end of the grace period when the subscription will be stopped. When the stop period ends, the subscription is deleted.
In the Expired subscription is renewed group, select how the subscription period should be calculated if a renewal order is paid after the subscription expiration date:
- From the expiration date — the period for a renewed subscription is reduced: the new subscription expiration date is set to the previous subscription expiration date + the plan period. This option is used by default.
- From the date of payment for the renewal order — the period for a renewed subscription is not changed, but the expiration date is moved: the new subscription expiration date is set to the renewal order payment date + the plan period.
The Expired subscription is renewed settings allow moving the new subscription expiration date considering the renewal order payment date only for plans with the following billing types:
- CSP monthly
- CSP annual
- Monthly Commitment
For other billing types, the new subscription expiration date is always set to the previous subscription expiration date + the plan period.

Switch settings

In the Switch settings group, in the Manual switch point (days) field, enter the number of days before the subscription expiration date (from -1 to 364), when a button and switching a plan for a subscription become available if the billing type rules allow switching (see Switching a plan).

To make switching a plan of a subscription available for the whole subscription period, enter -1.

To make switching a plan of a subscription completely unavailable, enter 0.

The manual switch point can be redefined on the subscription level (see Viewing and updating subscription's details).

Deletion settings

In the Deletion settings group:

In the Deletion period of subscription by manager (days) field, enter a number from -1 to 364 that defines how many 24-hour days after activating a new subscription it is possible to delete it manually via the Operator Control Panel or API.
In the Deletion period of subscription by customer (days) field, enter a number from -1 to 364 that defines how many 24-hour days after activating a new subscription it is possible to delete it manually via the Customer Control Panel. This parameter is also used for delayed closing of charges (see Charges closing with Charge Closer and Monthly Commitment (monthly interval). Charges generation).
If the deletion period is set to -1, a subscription can be deleted at any time (default for a manager).
If the deletion period is set to 0, a subscription can never be deleted (default for a customer).
If the deletion period is set to any N ≥ 1, a subscription can be deleted within the first N × 24 hours after its activation or only until the next billing day — if the next billing day is in less than N × 24 hours.
If it is necessary to include the stopping (deleting) day of a subscription with only the CSP monthly billing type in a closed charge for the past part of the billing period, select the Stop and deletion day is included to charge checkbox. By default, the checkbox is not selected, and the stopping (deleting) day of a subscription is not included in the closed charge, similar to stopping (deleting) a subscription by the billing process. See also CSP monthly. Charges generation.

Availability for accounts

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.