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Overview

In this session, participants will learn all about subscriptions and service objects and how to work with them in a business-as-usual capacity.  We take a detailed look of all the main two objects, package subscriptions and service subscriptions.  We will step though the entire life cycle of a subscription from end-to-end covering:

  • Entering orders for new services or for CHURNs.
  • Submitting the order.
  • Detailed introduction to subscription-based objects and their characteristics
  • Preactive services and what you can do with them
  • Activating services in Cumulus for billing.
  • Plan migrations, upgrades and Change of Ownership (CHOWNs)
  • Cancelling services


This training session only covers the activation of manual or semi-manual service types.  If you subscribe to a fully automated service type, such as AAPT NBN or Telstra WME, a separate training session on these specific service types is recommended to train staff on the specifics of the integration between Emersion and the supplier.  Service providers should allow 30 mins of training per automated service type. Please contact your account manager or onboarding project manager to book training on automated service types that you require training on.

Our trainers will try to run though the orders and activation process more than once in this session to highlight:

  • The similarity in process when placing an order for different types of services.
  • The differences pertaining to what is required when ordering different types of services.


While we will service types that are close in flavour (data, voice, etc) to the service types your company uses, Emersion is unable to guarantee we can use the same service types as the ones you are selling.

Session Duration

2.5 Hours

Video Training


Who Should Attend?

The session is designed for staff who are responsible for entering orders, activating subscriptions or performing any kind of subscription management in a customer service capacity.


Training Prerequisites

Attendees planning on attending this session should have completed the following training prior to completing this one:

Application Readiness

There are no prerequisites for attending a group session. The session will be presented using an retail service provider account specifically used for testing and training.

For a training session that uses your own Cumulus instance, the following conditions must be met.

  • A test customer account must exist.
  • At least 1 Package Plan (and underlying objects) for each service type are in a saleable status (e.g. Saleable, Active).
  • If the package plan has a contract type attached, ensure there are other plans in the package pool. This is needed to perform a package migration.


Session Guide

The Ordering Wizard

We introduce participants to the Cumulus ordering wizard by placing a new order for a service, stepping through the main steps of the process and submitting it.

Package and Service Subscriptions

With the order submitted, we move onto inspecting the resultant package and service subscription records. Back in the introduction to cumulus and customer management training session, we took an initial look at these screens. In this session, we cover them in detail.

As the subscriptions may fall into various statuses over the life of the subscription, the actions and functions that can be performed on any subscription will change based on it's status.

Activating the Service

There are multiple ways to activating a manually-provisioned service.  We show you both ways.

Plan Migrations

We step though the process of migrating a service from one plan to another (within the same service type) for cases when the customer wants to upgrade, downgrade or crossgrade to a new plan.

Upgrades and Change of Ownership

We highlight when it may be appropriate to use the Upgrade or CHOWN functions.

Cancelling Services

Finally the service we activated earlier will be cancelled.

Prerequisite Reading

Participants and users who want to get ahead should focus their attention on the following knowledge base content.






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