Subscriber details

Use Subscriber details to review the company assigned to a subscription plan and change that assignment.

Subscriber details

A subscriber record associates a company with the plan assigned to that company. Use this page after opening a subscriber record.

If you need to…	Go to
Find the company record to open	Subscribers
Review or maintain plan definitions	Plans
Review or maintain feature definitions	Features
Review the company, assigned plan, and save control	Understand the subscriber details screen
Change and save the assigned plan	Review and save the assigned plan
Review a feature price when a feature row provides that path	Review a feature price

Before you start

Have the following in place before you open the record:

Requirement	What to have ready
Saved record	A saved subscriber record.
Record loading	The subscriber details must load before the form fields appear.
Plan review	Have the company and plan details you need to review.
Plan choices	The available Plan options are not a fixed list.

Find a subscriber record

Open an existing subscriber record from the subscriber list or from a record you have already selected.

Prerequisites

You know which saved subscriber record you need to review.

Steps

Choose an entry path.

If you need to… Do this
Find the record in the subscriber list Select the subscriber record in Subscribers.
Already have the record selected Open the selected subscriber record.

Check that the subscriber details page is open and the page title area is visible.

If you need to…	Do this
Find the record in the subscriber list	Select the subscriber record in Subscribers.
Already have the record selected	Open the selected subscriber record.

Result: The subscriber details page is open.

Understand the subscriber details screen

The screen presents the company, its assigned plan, and a save control. The Features area is not available as a working area on this screen, and no feature list appears.

Screen item	What it does	Required or available
Company	Displays the subscriber company.	Disabled; not required.
Plan	Selects the plan assigned to the company.	Required.
Save	Saves a changed plan assignment.	Disabled when there are no plan changes.
Feature price	Accepts a feature price when the conditional feature editor is available.	Minimum `0`; format `#,##0.00`.

The Plan choices load before you choose one. Each choice uses the plan name as its displayed label and the plan ID as its value. The complete list of choices is not fixed on this screen.

Check the Company field and the surrounding record controls.

Review and save the assigned plan

Change the assigned subscription plan when the company should use a different plan.

Prerequisites

The subscriber record is open.
The Plan choices have loaded.

Steps

Review the current value in Plan.
Open Plan.
Record the available plan labels and values for the change you are about to make.
Select the plan that the company should use.

Changing Plan refreshes the subscriber feature and capacity values associated with the selected plan.

Check the Plan choice control before selecting a plan.
Select Save.

Check the Save control after a plan selection.

Result: The selected plan is submitted for the subscriber record. The save response updates the page's stored subscriber details when the request succeeds.

Review a feature price

The feature-price editor is a conditional path for a feature row; it is not a standard area of the subscriber details screen.

Prerequisites

A feature row provides the feature edit entry point.

Steps

Open Edit feature for the feature row.
Review the feature price field in the Edit feature popup.
Enter a value that is at least 0 when the price is editable.

Result: The feature-price editor shows the amount with the #,##0.00 format. This page does not save feature-price changes.

What you see	Meaning	What to do
`This Field Is Required`	Plan has no selected value.	Select a Plan before saving.
`An error occurred while processing your request`	Loading or saving a subscriber request failed.	Review the record and try the operation again.
The page displays `An error occurred while processing your request` while the edit controls are present.	The page is not healthy even though the controls are listed.	Do not rely on the values or save outcome until the record loads normally.

The Plan validation rule is required. The common processing error is used for subscriber detail loading, plan-list loading, and plan saving.

After reviewing the subscriber

After the assignment is reviewed, continue with the configuration task that matches the change:

Use Plans to maintain plan definitions.
Use Features to maintain feature definitions.
Return to Subscribers to open another subscriber record.

Subscriber details