Investigate Meditrack Subscription Compatibility with Credit and Invoice Payment Methods

Jira Task: https://jobinandjismi.atlassian.net/browse/REDRX-671

Description

 

Currently, the Meditrack subscription is functioning only for customers who provide default credit card payment details. Customers whose payment method is “Invoice” are encountering subscription cancellations when added to the subscription record. The task involves analyzing the root cause of this limitation and proposing a solution to enable Meditrack subscriptions to function seamlessly for both credit card and invoice payment methods.

This may include reviewing the current subscription logic, payment method validation, and any integration dependencies that enforce the use of credit card payments.

Current Functionality Observations

1. Subscription Activation:

• When a customer subscribes to Meditrack and provides all necessary details, a Sales Order is generated the next day.
• The “Meditrack Customer” checkbox in the customer record is checked, activating the subscription benefits for a month until the script cancels the subscription on the next billing date.

1. Unsubscription Handling:

• If the customer unsubscribes within a week through the website, the associated checkbox in the custom record is unchecked, disabling the subscription benefits.

Queries for Clarification

1. Handling Early Unsubscription:

Currently, if a customer unsubscribes within a week of activation, they might have already had a Sales Order generated and enjoyed part of the subscription benefits.

• Question:
• How should we handle this scenario?
• Should the generated Sales Order be canceled immediately upon unsubscription?
• Alternatively, should the subscription benefits continue until the end of the billing cycle, despite the early unsubscription?

To address this more systematically, we propose an additional mechanism:

• Adding a checkbox called “Needs to Unsubscribe” in the subscription record.
• If checked during unsubscription, the script will review this value at the next billing date.
• On detection, it will skip generating a new Sales Order and automatically uncheck the “Meditrack Customer” checkbox in the customer record, effectively ending the subscription benefits after the current month.
• This approach ensures that the customer can enjoy the full benefits of their subscription until the end of the billing cycle.

Please let us know if this mechanism aligns with your preferences or if any alternative solution is preferred.

1. Sales Order Generation Timing:

• Current Setup:
• If the next billing date is December 1, the Sales Order is generated on December 2 at 12:00 AM.
• Question:
• Should this functionality remain as it is?
• Alternatively, should the Sales Order be generated on December 1 at 12:00 AM to align precisely with the billing date?