Creating a Configurable Subscription

After creating the subscription plan—either standard or configurable—you can work with the configurable subscription. Start by creating the answer to store its internal ID. The answer must be an input box text field.

The following table sums up the steps to work with configurable subscriptions.

Step Number	Name	Description	This Help Topic	NetSuite CPQ Help Topic	SuiteBilling Help Topic
1	Answer for subscription ID	Create the answer to store the internal ID of the newly created subscription.	—	Gathering Information with Questions and Answers Input Box Questions	—
2	Subscription	Create a creation record for the subscription.	Working with a Subscription on a Creation Record	Creating Records Required by the Configuration	Creating a New Stand-alone Subscription Creating a Subscription from a Transaction
3	Additional line items	Include additional line items in the subscription.	Including Additional Line Items in the Subscription	—	—
4	Lines and Pricing sublists	Create RCR sublist records for the sublists.	Working with the Lines and Pricing Sublists on RCR Sublist Records	Adding Sublists and Setting Field Values	Creating a New Stand-alone Subscription Creating a Subscription from a Transaction
5	Price plans for sublist lines	Create creation records for the price plans associated with the Pricing sublist lines.	Creating Price Plans with Creation Records for Line Items	Creating Records Required by the Configuration	Creating Price Plans
6	Sublist lines	Create RCR sublist lines records for the sublist lines.	Working with Sublist Lines on RCR Sublist Line Records	Adding Sublists and Setting Field Values	Creating a New Stand-alone Subscription Creating a Subscription from a Transaction

After setting up the configurable subscription, make sure the subscription will be associated with the corresponding lines on the transaction. For more information, see Associating the Subscription with the Subscription Plan Line.

Working with a Subscription on a Creation Record

When working with a configurable subscription, use a creation record to automatically create the subscription with NetSuite CPQ Configurator.

Note:

Make sure you associate the subscription with the corresponding subscription plan and price book during the setup.

To work with a subscription on a creation record:

1. Edit the product record.

2. Go to the Record Creation subtab.

3. Click New CPQC Record Creation.

4. In the Record Type field, select Subscription.

   Alternatively, select an existing subscription in the Template Record field to copy it.

5. The subscription record must be created last. Assign it the greatest sequence number of all creation records.

6. In the Answer for Record ID field, select the answer where you want to store the internal ID of the configurable subscription.

7. If you want to include additional lines in the subscription, check the Enable dynamic mode box. For more information, see SuiteScript 2.x Standard and Dynamic Modes.

   In the Lines sublist you'll create later, lines will be appended to the inherited ones. This option requires dynamic mode to work properly.

   Note:

   Dynamic mode may be incompatible with the fixed order used to store fields and their values under the Record Fields subtab.

8. Complete all required fields and any additional fields as needed.

9. Go to the Record Fields subtab. During the setup, complete the required fields in this order:

   1. Customer

   2. Subsidiary

   3. Currency

   4. Initial Term

   5. Subscription Plan

   6. Price Book

   7. Start Date

   If you follow this order, some required fields will automatically load their options.

10. For the Customer field:

    1. In the Value column, provide the customer ID. Two options are available:

       • Enter the predefined answer for the customer as a resolve expression {NS/ENTITYID}. This predefined answer stores the ID of the customer specified on the transaction. For more information, see Including Additional Conditions in Rules and Actions with Predefined Answers.

       • Create an answer to store the customer ID and enter question and answer codes as a resolve expression {Q/A}. For more information, see Obtaining Answer Data with Resolve Expressions.

    2. In the Placeholder Value column, select a placeholder customer. Make sure you choose a placeholder customer from a subsidiary that can work with subscriptions.

11. Some accounts may not include the Subscription Plan and the Price Book as required fields. If these fields don't appear on the sublist:

    1. Click Add Field to include them.

    2. In the Field Name column:

       • Select the Subscription Plan field.

       • Select the Price Book field.

12. To specify the subscription plan and the price book values, two options are available:

    • If you use an existing subscription plan and price book, select them in the Select Value column.

    • If you'll automatically create the subscription plan and price book, specify the answers where you'll store their internal IDs. In the Value column, enter question and answer codes as a resolve expression {Q/A}.

13. Complete any additional fields as needed.

14. Click Save.

Including Additional Line Items in the Subscription

Subscriptions automatically inherit the member items from the subscription plan. You may want to include additional line items in the subscription. To add line items to the subscription, use:

• RCR sublist records to create sublists. For more information, see Working with the Lines and Pricing Sublists on RCR Sublist Records.

• Creation records if you need price plans for the sublist lines. For more information, see Creating Price Plans with Creation Records for Line Items.

• RCR sublist lines records to create sublist lines. For more information, see Working with Sublist Lines on RCR Sublist Line Records.

Working with the Lines and Pricing Sublists on RCR Sublist Records

When adding line items to the configurable subscription, use RCR sublist records to create these sublists:

• Lines (subscriptionline)

• Pricing (priceinterval)

The Pricing sublist is required because line items must be associated with pricing data. Then, create sublist lines with RCR sublist lines records.

Note:

If the subscription only needs to inherit the member items of the subscription plan, you don't need to create these sublists. You may use this option when automatically creating a subscription plan that already includes all required lines.

Working with the Lines Sublist on an RCR Sublist Record

Set up the Lines sublist first.

To work with the Lines sublist:

1. Edit the creation record for the configurable subscription.

2. Go to the Sublists subtab.

3. Click New CPQC RCR Sublist.

4. In the Sublist ID field, select subscriptionline.

5. Assign a sequence number.

6. In the Line Add Method field, select Append new lines.

   This option adds new lines below the existing lines.

   Note:

   With this option, you must check the Enable dynamic mode box on the creation record for the configurable subscription.

7. Click Save.

Working with the Pricing Sublist on an RCR Sublist Record

After working with the Lines sublist, set up the Pricing sublist.

To work with the Pricing sublist:

1. Edit the creation record for the configurable subscription.

2. Go to the Sublists subtab.

3. Click New CPQC RCR Sublist.

4. In the Sublist ID field, select priceinterval.

5. Assign a sequence number. The Pricing sublist must have a greater sequence number than the Lines sublist.

6. In the Line Add Method field, select Overwrite existing lines.

   This option writes the new lines over existing ones by starting from the first line.

7. Click Save.

Creating Price Plans with Creation Records for Line Items

Note:

Before working with price plans on creation records, create the answers to store their internal IDs. These answers must be input box text fields. For more information, see Input Box Questions.

Before working with sublist lines, take care of the price plans for the lines using creation records. Pricing data can be specified using price plans for any line item type. You'll need a price plan for every line where you want to apply pricing. For more information, see Working with Lines for the Pricing Sublist.

Note:

For recurring and usage line items, you can only use price plans to specify pricing data.

To work with a price plan on a creation record:

1. Edit a product.

2. Go to the Record Creation subtab.

3. Click New CPQC Record Creation.

4. In the Record Type field, select Price Plan.

   Alternatively, select an existing price plan in the Template Record field to copy it.

5. Price plans must be created before the subscription. Assign them a lower sequence number than that of the subscription.

6. In the Answer for Record ID field, select the answer where you want to store the internal ID.

7. Check the Enable dynamic mode box. Price plans can only be created in dynamic mode. For more information, see SuiteScript 2.x Standard and Dynamic Modes.

   Note:

   Dynamic mode may be incompatible with the fixed order used to store fields and their values under the Record Fields subtab.

8. Complete all required fields and any additional fields as needed.

9. Under the Record Fields subtab, specify the currency and type. These are body fields.

10. Click Save.

11. Under the Sublists subtab, create the price tiers sublist (ID: pricetiers) with an RCR sublist record. For more information, see Adding Sublists and Setting Field Values.

12. Under the Sublist Lines subtab, create at least one sublist line with an RCR sublist line record. For more information, see Creating a Sublist Line Record.

Working with Sublist Lines on RCR Sublist Line Records

After working with the Lines and Pricing sublists, create their sublist lines with RCR sublist line records.

To access RCR sublist line records, edit the RCR sublist record. Then, go to the Sublist Lines subtab. Lastly, click New CPQC RCR Sublist Line.

Working with Lines for the Lines Sublist

When creating lines for the Lines sublist, add as many lines as needed. Under the Sublist Line Fields subtab, add the Include box and check it. This option ensures that the line will be added to the transaction. Then, complete all required fields and any additional fields as needed.

Working with Lines for the Pricing Sublist

When creating lines for the Pricing sublist, make sure you include a line for each inherited line item from the subscription plan. Because this sublist is created by overwriting existing lines, this setup ensures that the process starts from the first line.

If you don't want to edit inherited line items, remove all fields—including required ones—under the Sublist Line Fields subtab. If you do this, inherited line fields won't be overwritten during the creation process. If you want to edit inherited line items, you can maintain any existing fields you want to update and add any additional fields as needed.

You can specify pricing data for any line item type by creating price plans with creation records. The Line Type field indicates the line item type and can be one-time, recurring, usage, or commit plus overage. For more information about creating standard price plans for sublist lines, see Creating Price Plans with Creation Records for Line Items.

Some line item type have specific requirements or additional ways to specify pricing data:

• Recurring and usage line items – These line items only work with price plans. You must create a price plan with a creation record for this line item type.

  When creating the line, add the Price Plan field under the Sublist Line Fields subtab. Then, enter the answer that stores its internal ID as a resolve expression {Q/A}.

• One-time line items – As an alternative to the price plan, you can directly provide pricing data on the line. Under the Sublist Line Fields subtab, add the Total Interval Value field and provide a value.

After finishing this step and setting up the configurable subscription, make sure the subscription will be associated with the corresponding lines on the transaction. For more information, see Associating the Subscription with the Subscription Plan Line.

Related Topics

• Working with Configurable Subscriptions
• Implementing Prerequisites
• Creating a Standard Subscription Plan
• Creating a Configurable Subscription Plan
• Associating the Subscription with the Subscription Plan Line

General Notices