Prerequisites and Post-Installation Tasks for Subscription Metrics SuiteApp

To use the Subscription Metrics SuiteApp, complete the following requirements before and after installation:

Before installation, you must use NetSuite 2025.2 or higher and a OneWorld account.

After installation, you must complete the following:

To complete the post-installation setup:

1. Rename SaaS Metrics records to Subscription Metrics.

   1. Go to Setup > Company > Rename Records/Transactions.

   2. In the Name for SaaS Metric field, enter Subscription Metrics.

   3. Click Save.

2. Enable the Advanced Billing feature followed by the Subscription Metrics Reporting feature.

   1. Go to Setup > Company > Enable Features.

   2. Perform the following:

      1. On the Transactions tab, in the Billing section, check the Advanced Billing box.

      2. On the Analytics tab, in the Subscription Metrics section, check the Subscription Metrics Reporting box.

      3. Click Save

3. If currency conversion is required, enable the Multi-Currency and Currency Exchange Rate Type features.

Related Topics

• Installing and Setting Up the Subscription Metrics SuiteApp
• Installing the Subscription Metrics SuiteApp
• Configuring Subscription Metrics Fields on Item and Service Item Records
• Assigning Roles and Permissions for Subscription Metrics
• Setting Up KPI Formulas and Preferences

General Notices