SuiteBilling Management

This chapter describes tasks that you may perform repeatedly to manage your subscription billing.

The SuiteBilling Management chapter includes the following sections:

• Creating a New Stand-alone Subscription

• Creating a Subscription from a Transaction

• Updating a Subscription on a Transaction

• Activating a Subscription

• Creating Usage Records

• Managing Rating Runs

• SuiteBilling Subscription Revisions

• Voiding a Change Order

• Clearing Revisions

• Change Order Type-specific Revenue Impacts

• Terminating a Subscription Line Item

• Suspending a Subscription Line Item

• Reactivating a Subscription Line Item

• Removing One-Day Charges

• Modifying Pricing

• Closed Subscriptions

• Renewing a Subscription

• Adding Renewal Information to Subscription Plans

• Deleting a Subscription

For instructions on how to create the prerequisite parts of a subscription, see:

• Creating Items for Subscription Plans

• Creating Subscription Plans

• Creating Price Plans

• Creating Price Books

• Creating Billing Accounts

After you have created all of the parts that make up a subscription, you can create a subscription.

To move the subscription through the approval process, you change its status using change orders. For high-level overview diagrams of creating and renewing subscriptions, see SuiteBilling Process Diagrams. For fundamental information about change orders, see SuiteBilling Change Orders.

When you create a subscription, its original status is Draft or Not Included. In Draft status, the subscription has no revenue impact and no charge impacts. After approval, the subscription status changes to Pending Activation. When the subscription is activated, its status changes to Active. You also can manually change the status of individual subscription items.

As the subscription progresses through its lifecycle, you can make changes to the subscription or its components with change orders. If a customer decides to temporarily suspend their subscription, you can create a Suspend change order. When the customer is ready to restart their subscription, you can create a Reactivate change order.

You also use change orders to modify pricing.

You can create a subscription from a sales opportunity, estimate, or sales order. Create subscriptions based on:

• Customer

• Billing Account

• Subscription Plan

• Price Book

• Start Date

• Subscription Term

• Subscription Renewal

In addition, you can create a new stand-alone subscription without using an existing transaction.

For fundamental information about change orders, see SuiteBilling Change Orders.

General Notices