Import Subscriptions #683
Description
Import existing subscriptions
In addition to existing Customers and to ease new joiners' onboarding in Meteroid, existing subscriptions should automatically be created in Meteroid as well.
Prerequisite: Account managers have already created in Meteroid Invoicing Entities, Plans and Customer.
Required feature: More precisely, to create subscriptions, new joiners should have the possibility to import by the following informations:
- [mandatory] Customer: Alias could be used to identify the Customer
- [mandatory] Subscribed plan: Plan handle could be use to identify the Plan
- start date: if not filled, put by default first of the month following the import
- end date: if not filled, don't put any end date
- Billing cycle : 1st of month or anniversary date of subscription, if not filled, 1st of the month
- Net terms: if not filled, 30 days
Subscriptions should be created with the status "pending activation" and manually activated by Account Managers
Warning & restriction of scope:
- By default, invoicing should be set to manual after uploading subscriptions (meaning that for each uploaded subscription, account manager should validate invoices before they are sent to end users, after this first iteration, they can choose to activate the automatic invoicing).
- Scope: Restrict automatic subscriptions creation to subscriptions to plans composed of pricing components having the same cadence (monthly, annually, quarterly). Subscriptions to Plans composed of mixed cadenced pricing components (one pricing component billed annually, another monthly) will be too difficult to manage and should be created mannually by Account Managers
- For subscriptions started in the past, Meteroid should not create past invoices