Blocking State

[Jayson Osuna]

Hello,

I'm trying to understand the idea of Blocking States, could you provide any documentations and examples for the implementation?

Is it something that can be manually done by the user? Like through a UI that can insert blocking state rows?

Thank you.

[Reshma Bidikar]

Hello,

Blocking states allow controlling the entitlements/billing related to a subscription.  The entitlement documentation provides an overview of the blocking state mechanism. The slate documentation also provides some details as to how blocking states work. Blocking states cannot be manually added by a user, you can however make API calls as explained in the slate documentation. 

Note that blocking states are an advanced feature and can lead to unintended behavior if not used properly.

Hope this helps!

Regards,

Reshma

[Shaun Forgie]

Hi Reshma,

We are trying to understand the implications of the blocking state on system behaviour. The question really is what happens when Accounts, Bundles and Subscriptions are blocked? What is restricted for the user and what continues? How are blocks created and maintained...should block records be created in a particular sequence of progressively modified?

More specifically we would like to know the official policy on:

1. If an Account is blocked can another new subscription be created?

2. If an Account is blocked does the daily billing calculations continue. Or does the system require a secondary block record to be created with is_block_billing=true ?

2. If a Bundle is blocked can the base plan have add-ons created or removed?

3. If a Subscription is blocked 

Questions about who can perform block actions:

1. Who does the block relate to ? Customer or account administrators?

2. Are block records immutable? Should you update the block record  or create a secondary compensation record to remove it?

Questions related to block semantics and Account->Bundle->Subscription hierarchy :

1. Do blocks to change, entitlement and billing flow top down or bottom up?

We would be happy to help with system documentation in this area once we clarify these areas.

Rgs

Shaun

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Shaun Forgie [Principal] - Method Maker Ltd
57a McIntyre Rd, Manukau 2022, Auckland, New Zealand
Mobile +64 21 666 910

[Reshma Bidikar]

Hello Shaun,

Please refer to my answers below.

1. If an Account is blocked can another new subscription be created?

Depends on the value of block_changes. If block_changes=0, a new subscription can be created

2. If an Account is blocked does the daily billing calculations continue. Or does the system require a secondary block record to be created with is_block_billing=true ?

Depends on the value of block_billing. If block_billing=1, the billing is blocked

2. If a Bundle is blocked can the base plan have add-ons created or removed?

Again, depends on block_changes. If block_changes=0, add-ons can be created/removed

3. If a Subscription is blocked 

1. Who does the block relate to? Customer or account administrators?

not sure I understand this question.

2. Are block records immutable? Should you update the block record  or create a secondary compensation record to remove it?

Are you referring to the database records corresponding to the blocking states? If so,  you should not update the database record directly. You just need to invoke the appropriate API method (block account, block bundle, block subscription). The system will then take care of creating/updating the database record.

1. Do blocks to change, entitlement, and billing flow top down or bottom up?

Again, not sure I understand this question. Could you please elaborate what you mean by top-down/bottom-up? In general, if an account is blocked, all the subscriptions under that account are blocked, if a bundle is blocked, all the subscriptions corresponding to the subscription bundle are blocked. 

Hope this helps!

Regards,

Reshma