Subscription Renewal Management

/ Workflow Apps / Order Fulfillment

Subscription Renewal Management 20240126
This order process manages the automatic renewal of monthly contracts. On the 20th of each month, customers are automatically notified by email of their renewal confirmation. Sales representatives report their intention to cancel to the Administration Department by the 25th of the month. If no report is received, the contract is automatically renewed.
Worker (#of Swimlane: 2)
  • Sales Department
  • Management Department
Business Flow (Complexity of Workflow: 13)
  • 20. Manual registration
    • Sales department staff register contract information.
  • 51. Automatic update decision
    • When the sales department staff receives a cancellation request from the customer, they will instruct the management department to stop billing processing.The workflow platform will proceed to the “3. Billing” process at 0:00 AM on the 25th.
  • 62. Automatic renewal cancellation
    • Management staff will record updates to the contract list (for cancellation).
  • 83. Billing
    • Management department staff records billing and payment confirmation processing.
  • 4x1. Contract information storage
    • The workflow platform obtains detailed information such as contractor name from the contract list.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 18)
  • ◆ Contract Information 8
  • Contract Number q_contract_number 0*
    • The contract number is stored.
  • Subscriber Name q_contractor_name 1*
    • Stores the contractor name.
  • Subscriber’s Email Address q_contractor_email 6*
    • Stores the subscriber’s email address.
  • Service Name q_contract_service 2*
    • The contract service name is stored.
  • Service Price q_contract_price 3*
    • Stores the contract service charges.
  • ◆ Schedule 9
  • Contract Renewal Date q_contract_update_date 4
    • The contract renewal date (the 1st of the month following the guidance) is stored.
  • Automatic Renewal Advance Notice Date q_update_guide_date 7
    • The automatic renewal notice date is stored.
    • #{#dateFormatter.format(‘yyyy-MM-dd’, processInstanceStartDatetime)}
  • Automatic Renewal Confirmation Date q_auto_update_judgement_datetime 5
    • The date when the auto-renewal is confirmed (25th of each month) is stored.
  • Renewal Cancellation Comment q_sales_comment 11
    • The text indicating the customer’s intention to stop automatic renewal is stored.
  • ◆ Management Department Records 10
  • Billing Date q_billing_date 14*
    • The billing date is stored.
  • Payment Confirmation Date and Time q_payment_datetime 15*
    • The payment confirmation date and time will be stored.
  • Billing and Payment Memo q_management_billing_memo 16
    • Special notes at the time of billing/payment confirmation are stored.
  • Contract List Update Date q_master_update_datetime 12*
    • Stores the update date of the contract list.
  • Master Update Record q_management_comment 13
    • The updated record of the contract list is stored.
  • Communication q_communication 17
    • Information submitted by sales department and management department staff is stored.

Field Name, num, Initial Value

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Notes

  • Register the contract list (5 masters): workflow app-specific choice masters
    • subscription-number.xml,subscription-contractor-email.xml,subscription-contractor.xml,subscription-price.xml,subscription-service.xml
    • Can be used in another workflow app (e.g. Billing Process) by registering it as an app shared add-on

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