Pre-Paid Service Plan Management Process

Rozpoczęcie przepływu pracy/procesu.

Fetch the active service plan and customer contact information from the Customer Data Model.

Update the specific Service Plan entry to reflect that a renewal or new purchase is currently being processed.

Sum the base plan cost, applicable taxes, and any add-on service fees.

Generate a new entry in the Invoices Data Model linked to the customer and the calculated amount.

Assign a task to the Finance Officer to confirm that the pre-authorized payment has successfully cleared.

Retrieve the payment record from the Transactions Data Model to verify 'Success' status.

Update the status of the previously created Invoice entry to 'Paid' once verification is complete.

Update the Service Plan entry to change the 'Status' field from 'Pending' to 'Active' and update the 'Start Date'.

Create a new entry in the Audit Log Data Model to document the activation of the plan.

Send a confirmation email to the customer containing their new plan details and receipt.

Assign a task to the Customer Success team to ensure all digital features are accessible to the user.

Aggregate all 'Active' service plan entries to calculate the total sum of revenue for the current period.

Create a summary report showing the number of new pre-paid plans vs. renewals for the month.

Koniec przepływu pracy/procesu.