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Service Status Example

Last Updated: Tue Oct 19 2021

Summary

Service statuses are used to setup the service states you require, for instance 'Pre-Active', 'Active', 'Suspended' and so on.

In this example we will create a service status type called “Suspended” configured as a “Non-Billable” status so that recurring service charges will not apply while the service is in a suspended state.

For additional details on the fields and options presented on the service status see the Service Status Screen screen help article.

Prerequisites

  • Service statuses can be setup as needed, there are no prerequisite configuration steps

Sample Configuration

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, Product Catalog and then Service

  3. Next click on the Service Status tab in the upper right

  4. Click the (emoji) button to add a new service status type

  5. For the service status type Name enter ‘Suspended’, and in the Status field select ‘Non-Billable’

  6. Click Save to create the service status type

Result

The Suspended service status will now be configurable when configuring services.

Setup / Product Catalog / Service / Services

The initial or ‘Default’ status that service is set to when it is added to an account can be defined when configuring Services. As shown in the image below, ‘Suspended’ is now in the list of available default service statuses.

Account / Profile / Packages

The status of the service within an account-package can also be changed. As shown in the image below, ‘Suspended’ is now a status an account-service can be set to.

Next Steps

  • Optional: Service transitions can be defined if desired so that service transition charges can be configured on packages (e.g. setup a service transition which allows ‘pre-active’ status services to progress to ‘active’ status services. Once this transition exists it will then be possible to configure an ‘activation’ transition charge on packages). See the Service Transitions Example article for an example of how to setup service transitions

  • After service types and statuses have been defined you can proceed to configure services. For an example configuration see the Service Configuration Example article