Summary / TL:DR

This article serves as a reference page and will provide information to better understand AMB, or Access Management and Billing, type orders in Advantage.

12 min read

Note
Note that some field names and locations may vary slightly based on individual scripts used at Customer Activity.

Scripts

Note
These instructions should be followed using these scripts:

Agreement Script: AMBOVH+PRORATION

The sections shown will have more steps under different scripts.

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Agreement Summary

Access Service	An Access Service is a high level code which houses all the Access Items being offered. There is one Access Service per affiliate.
Agreement ID	Unique identifier of the agreement.
Agreement Status	The statuses of an agreement: Active Billing Suspended Non Pay Cancelled Not Released Suspended Cancelled Reversed Expired Pre Free Days Extension of Grace Days Waiting Pro Forma Old Version
Service Period	The service length of time for the agreement.
Start Date	The date the agreement first starts
Expiry Date	Date the agreement will expire
Final Expiry Date	Date the agreement will expire including any future terms
Added on	Date and user who added the agreement
Type	The agreement type categorizes an agreement as to how it is paid for: Invoiceable Complimentary Trial Pro-Forma
Added On	Date the agreement was added to Advantage
Term	Number associated with the amount of times a customer has renewed/ordered an agreement. For example, the first time the customer orders, the Term Number is 1. When the term renews, that new term is term 2.
Version	Version number of the agreement. Each time a change is made to an agreement, a new version is created.
Released?	Indicates if the agreement version has been released.
Posted?	Indicates if the agreement version has been posted.
Updated on	Date and user who last updated the agreement.
Last Renewal Date	The date a renewal last took place
Last Renewal Effort	The last renewal effort associated to the agreement.
Last Renewal Promotion	The most recent renewal code assigned to the agreement during the renewal process.
Times Renewed	The number of times the customer has renewed their agreement.

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Additional Agreement

Item Description	Displays the title of the Access Service the customer is subscribed to.
Access Service Description	The description of the access service the agreement item is associated with.
Access Item	Item number(s) that the agreement is for.
Access Service	The Access service ID that the agreement is associated with.
Subscription Type	A code for describing a group of similar subscriptions.
Package	Displays the package item number if the agreement is part of a package. Click the hyperlink to get more information on the package.
Billing Currency	The currency the order was billed in.
Unit Price	The price per unit.
Gross Amount	The gross amount of the agreement.
Net Sales Amount	The net sales amount of the agreement.

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Current Term Versions

Show Unreleased Versions	When checked, will display unreleased versions in the list frame.
Show Historical Versions	Displays historical versions in the list frame.
Show Deleted/Canceled Components	When checked, will display deleted and/or cancelled components in the list frame.
Hide Package Components	When checked, will hide package components in the list frame.
Agreement Term	Term number associated with the transaction.
Agreement Version	Version of the agreement associated with the transaction.
Service Period	This is the length of time the service run for until it is either renewed or naturally expires.
Agreement Status Description	The status of the agreement associated with the transaction.
Module	Displays AMB for Access Management and Billing.
Item Number	The Access Item that the agreement is associated with.
Item Number Description	Displays the name of the access item.
Billing Status Description	The billing status associated with the transaction.
Unit Price	Shows the current price of the agreement.
Renewal Handling	Displays the renewal flag for the agreement.
Date Posted	The date the payment has posted for the agreement.
Inquire	Agreement Access Points dialog box.
Inquire Item	Item Overview dialog box (blue tower).
Inquire Agreement	Access Agreement Entry dialog box.