Account Subscription Data
Aria Allegro creates a subscription object for each Master Plan Instance linked to the account. There is no limit on the number of Master Plan Instances or subscriptions per account.
Key points about plan and subscription structure in Aria Allegro:
- Each account has one or more subscriptions, one per Master Plan Instance linked to the account.
- Each subscription includes one or more service units, based on service type mappings in billable services.
- Each service unit links to one or more service IDs (also called provisioning ID, fulfillment ID, or client plan instance ID in core Aria). A service unit can have multiple service IDs—for example, a B2B telecom contract may have a range of mobile numbers for a single subscription.
- Each service unit can have one or more price units. Price units apply to activation services, recurring services, and usage services.
- Status—Each Aria Allegro object has a status (Active, Inactive, or Closed/Cancelled). Usage processing depends on whether the object was Active at the usage date and time.
- Effective Date—Usage records and their start and end dates must fall within the effective dates of the respective objects.
Access Account Subscriptions
To access account subscription data:
- Search for and select the account. See Account Search.
- Click Subscriptions in the navigation pane. The activity pane opens with subscription-related tabs. The Subscription View tab appears by default.
Subscription View
The Subscription View tab provides a single screen from which you can navigate all subscription, plan, and price plan data for an account.
Key points for the subscription view:
- Each object in the account hierarchy appears as a tile displaying key attributes for identification.
- The tile header bar uses color to indicate node status:
- Active objects appear in Aria Blue.
- Inactive objects appear in yellow.
- Closed or cancelled objects appear in grey.
- Click a color legend to display only nodes with that status.
- When the number of leaf nodes exceeds 10, the view defaults to a table layout. Use the Table View checkbox to toggle between tree and table views. Both views display the same data and all links remain active.
[Screenshot: Subscription View in table layout—suggested filename: allegro-subscription-view-table.png]
Subscription Object Details
Click a subscription tile to open a drawer showing the subscription's details.
[Screenshot: Subscription object detail drawer—suggested filename: allegro-subscription-object-detail.png]
Key subscription attributes include:
- Initial Contract Term—The subscription's initial contract term for the account, specified in units. This term is fixed when the contract is signed.
- Renewal Contract Term—The contract term after the initial or subsequent renewal terms, also specified in units. The renewal term can change between renewal types over the life of the contract.
- Effective Date—The date the subscription becomes active.
- Status—The subscription's status, managed by core Aria.
Service Units
A subscription can include one or more service units. Aria Allegro creates service units using the unique service type associations from the Aria services linked to the master plan and any add-on or supplemental plans.
Click a service unit tile to open a drawer showing the service unit's details.
[Screenshot: Service unit detail drawer—suggested filename: allegro-service-unit-detail.png]
Key service unit attributes include:
- Effective Date—The effective date propagates from the subscription object. A service unit added later (for example, by adding an add-on or supplemental plan) cannot predate the subscription effective date.
- Status—The service unit status, managed by core Aria. Subscription status changes propagate automatically to service units. A service unit can also change status independently at the plan instance level.
- An inactive subscription cannot have an active service unit.
- A closed subscription cannot have an active or inactive service unit.
- Provisioning ID—Also called service ID, fulfillment ID, or client plan instance ID. This is the key attribute for most usage processing setups. A service unit can have multiple provisioning IDs. Each add-on or supplemental plan service unit also copies the master plan service ID, so usage processing for those plans can use either ID.
Price Units
When a plan is purchased, Aria Allegro creates a price unit for each price offer. Price unit tiles appear under their associated service units in the subscription view.
Each price unit tile includes links for navigating related data. Click elsewhere on the tile (outside the links) to open a drawer showing the price unit's details.
[Screenshot: Price unit tile showing navigation links—suggested filename: allegro-price-unit-tile-links.png]
The navigation links on each price unit tile are:
- Price Offer—Opens the price offer associated with the price unit.
- Plan Name—Runs a price plan search for the matching plan name and lists associated price offers.
- Rate Plan Name—Runs a price plan search for the matching rate plan schedule and lists associated price offers.
- Billable Service—Displays the billable service from core Aria with its service type association.
- Usage Type—Appears only for usage-type services. Opens the usage type details.
Key price unit attributes in the detail drawer include:
- Start Date—Set by the service unit effective date. A price unit start date can be later than the service unit effective date (for example, when a supplemental plan is added later or when different prices apply during different periods of a contract). A price unit start date cannot predate the service unit effective date.
- End Date—Set when the subscription has no renewal terms, or when specific pricing ends before the contract does.
- Status—Managed by core Aria. Subscription and service unit status changes propagate to price units. A price unit can also change status independently—for example, when pricing applies to only part of the contract term.
[Screenshot: Price offer view opened from the Price Offer link—suggested filename: allegro-price-unit-price-offer-link.png]
[Screenshot: Plan name search results opened from the Plan Name link—suggested filename: allegro-price-unit-plan-name-link.png]
[Screenshot: Rate plan search results opened from the Rate Plan Name link—suggested filename: allegro-price-unit-rate-plan-link.png]
[Screenshot: Billable service detail opened from the Billable Service link—suggested filename: allegro-price-unit-billable-service-link.png]
[Screenshot: Usage type detail opened from the Usage Type link—suggested filename: allegro-price-unit-usage-type-link.png]
Plan Instance View
The Plan Instance View tab displays the plan instance hierarchy for an account, providing a quick reference to the plan structure without switching between applications. The hierarchy follows the Master Plan, Add-on Plan, and Supplemental Plan levels governed by core Aria and related order activity.
To access the Plan Instance View:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Plan Instance View tab in the activity pane.
[Screenshot: Plan Instance View tab showing plan hierarchy tiles—suggested filename: allegro-plan-instance-view.png]
Each plan in the hierarchy appears as a tile. Click a plan tile to open a drawer displaying its details. Each row in the drawer includes a maximize option. Maximizing a row shows the association of the service with the price unit, price offer, and service unit ID for the service type under the subscription.
[Screenshot: Plan instance detail drawer with maximized service row—suggested filename: allegro-plan-instance-detail-drawer.png]
Contract Data
The Contract tab displays the contracts associated with an account. Contract data is optional—not all accounts have contracts, and not all contract components are required.
To access contract data:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Contract tab in the activity pane.
[Screenshot: Contract tab showing list of contracts for the account—suggested filename: allegro-contract-list.png]
Click a contract to view its details. From the contract detail view, you can expand the following sections:
- View Plan Instances—Displays the plan instances associated with the contract.
- View Rollover Plans—Displays plans that roll over at contract renewal.
- View Rollover Rate Schedules—Displays rate schedules that apply at contract renewal.
[Screenshot: Contract detail view with plan instances expanded—suggested filename: allegro-contract-detail-plan-instances.png]
[Screenshot: Contract detail view with rollover plans expanded—suggested filename: allegro-contract-detail-rollover-plans.png]
[Screenshot: Contract detail view with rollover rate schedules expanded—suggested filename: allegro-contract-detail-rollover-rate-schedules.png]
When a contract reaches the end of its term, core Aria executes the contract end-of-term activities (extend, roll over, and so on). Aria Allegro receives these updates through the data feed and updates the account and subscription data accordingly.
Subscriptions Tab
The Subscriptions tab displays all subscription objects for the account in a table. Clicking the ID link for a subscription opens the same detail drawer as clicking the subscription tile in the Subscription View.
To access the Subscriptions tab:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Subscriptions tab in the activity pane.
[Screenshot: Subscriptions tab showing subscription records in a table—suggested filename: allegro-subscriptions-tab.png]
Service Units Tab
The Service Units tab displays all service unit objects for the account in a table. Clicking the ID link for a service unit opens the same detail drawer as clicking the service unit tile in the Subscription View.
To access the Service Units tab:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Service Units tab in the activity pane.
[Screenshot: Service Units tab showing service unit records in a table—suggested filename: allegro-service-units-tab.png]
Price Units Tab
The Price Units tab displays all price unit objects for the account in a table. Clicking a price unit row opens the same detail drawer as clicking the price unit tile (outside the navigation links) in the Subscription View.
To access the Price Units tab:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Price Units tab in the activity pane.
[Screenshot: Price Units tab showing price unit records in a table—suggested filename: allegro-price-units-tab.png]
Service ID Lookup
The Service ID Lookup tab lets you verify whether a given service ID (also called provisioning ID, fulfillment ID, or client plan instance ID) resolves to an account, subscription, and service unit in Aria Allegro. Use this tab to diagnose usage suspense issues related to account lookup failures.
To access the Service ID Lookup tab:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Service ID Lookup tab in the activity pane.
Enter the following parameters and click Search:
- Service ID—The provisioning ID from the usage record. This field is required.
- Service Type—(Optional) Select a service type from the dropdown to narrow the search to a specific service type.
- Start Date—The start date on the usage record. Use this to narrow the search and find the service unit active at that date.
- End Date—The end date on the usage record, if available.
The key output attributes to review are:
- Account ID—ID of the matched account.
- Subscription ID—ID of the matched subscription.
- Service Unit ID—ID of the matched service unit.
- Service Type—Service type linked to the service unit.
- Audit Effective Date—Audit effective date of the service unit.
- Audit Effective Status—Service unit status as of the audit effective date.
- Provisioning ID Effective Date—The date the provisioning ID became effective for the service unit.
- Provisioning ID End Date—The date the provisioning ID no longer applies to the service unit (for example, after a subscription cancellation or mobile number change).
- Balance Unit ID—ID of the balance unit linked to the service unit.
The following results indicate the reason for usage suspense:
- No row found—The provisioning ID is not linked to any account. The service was not found.
- Row found with inactive status—The service unit or subscription is inactive or closed. No active service exists for the usage record.
- Row found with a future effective date—The service unit is not yet active as of the usage record date.
[Screenshot: Service ID Lookup results showing matched service unit data—suggested filename: allegro-service-id-lookup-results.png]
Price Unit Analysis
The Price Unit Analysis tab lets you verify whether Aria Allegro can identify the correct price offer and price unit for a usage record. After a successful Service ID lookup, use this tab to diagnose usage suspense issues related to price offer or price unit matching.
To access the Price Unit Analysis tab:
- Access account subscriptions. See Access Account Subscriptions.
- Click the Price Unit Analysis tab in the activity pane.
Enter the following parameters and click Search:
- Service Unit ID List—One or more service unit IDs from the Service ID Lookup output, separated by commas. This field is required.
- Price Unit Status—(Optional) Select a price unit status from the dropdown to filter results by status.
- CD Usage Type—(Optional) A client-defined usage type value to filter results.
- Start Date—The start date from the usage record.
- End Date—The end date from the usage record, if available.
- From Cache—Select this checkbox to return results from the Aria Allegro cache rather than the database. This improves performance.
The key output attributes to review are:
- ID—Price unit ID matching the search criteria.
- Audit Effective Date—The price unit's audit effective date.
- Audit Start Date—Start date of the price unit audit.
- Audit End Date—End date of the price unit audit.
- CD Usage Type—Client-defined usage type from the price unit.
- Plan Instance ID—ID of the plan instance linked to the price unit.
- Pricing Model—Pricing model linked to the price offer for the price unit.
- Priority—Priority of the returned price offer.
- Commitment Term—Commitment term linked to the price offer.
- Billing Profile ID—Billing profile linked to the price unit.
- Price Offer JSON—Full JSON of the price offer linked to the price unit.
- No of Units—Quantity purchased for the plan.
- Skip Commitment Tracking—Indicates whether the price unit has an account-specific exclusion flag for commitment tracking.
The following results indicate the reason for usage suspense:
- No row found—The plan for the usage type is not associated with the account.
- Row found with inactive status—The price unit is inactive or cancelled. No active price unit exists for the usage record.
- Row found with a future start date or past end date—The price unit is not yet active or has already been inactivated or cancelled.
[Screenshot: Price Unit Analysis results showing matched price unit and price offer data—suggested filename: allegro-price-unit-analysis-results.png]