Configuring Activate Services Order Module

The Activate Services order module changes the services of an order from Pending to Active. It also sets the activation date of each service. If you enable its date settings, it also sets the billing dates. Ubersmith starts to bill a service when the service is active.

Add this module to an order queue step after the step that adds the services, for example after an Add Services action. For more information, refer to the article "Adding Order Queues".

Add the Activate Services action

1. Go to the order queue. Click edit on the order queue to open Manage Order Queue.
2. Find the step for the action. Click add action.
3. In English(USA) Name, type a name for the action, for example Activate Service Billing.
4. In Module, select Activate Services.
5. Set Automatic:

• YES: Ubersmith runs the action without a staff member, and uses today's date as the activation date.
• NO: A staff member runs the action from the order, and can select the activation date of each service.

1. Click the Config tab, and set the date settings. See Date settings.
2. Click Save.

Date settings

• Align Service Dates: Select Yes to move the next renewal date of each service to the renewal day of the client. Ubersmith prorates the first renewal period. Select No to not change the renewal day. The default is Yes.
• Align Billing Start Date and Current Renewal Period: Select Yes to set the start date and the last renewal date of each service to its activation date. Ubersmith also sets the next renewal date to one billing period from today. Select No to change only the status and the activation date of each service. The default is Yes.

Ubersmith gets the renewal day for Align Service Dates from these places, in this order:

1. The order
2. The client
3. The billing settings of the order form, if the order form uses prorating
4. The default renewal day of the brand

The same order applies to the setting Prorate to the following month if next renewal is within. If the next renewal is within this number of days, the first renewal moves to the next month.

Run the action on an order

When the action runs, Ubersmith checks each service of the order:

• A pending service with an activation date: Ubersmith activates the service with that date. The date can come from the service or from the order.
• A pending service without an activation date:
• If the action is automatic, or if the action runs through the API, Ubersmith uses today's date.
• If a staff member runs the action, Ubersmith shows a list of these services. For each service, select an Activation Date, or select Skip? to activate the service later. Then click Process.
• A service that is already active: Ubersmith updates its activation date, if necessary.

Ubersmith also activates the setup fee of each service that it activates.

If you skip a service, the action stays in progress. Run the action again to activate the skipped services. You can also run the action again after it is complete.