Creating a Configurable Subscription Plan

You can automatically create a configurable subscription plan and any associated records with NetSuite CPQ Configurator. The following table shows the steps required to work with a configurable subscription plan.

Step Number	Name	Description	This Help Topic	SuiteBilling Help Topic
1	Answers to store record IDs	Create the answers to store the internal IDs of the newly created records: subscription plan price plans price book	Creating Answers for the Record IDs	—
2	Subscription plan member items	Create an item creation record for each member item of the subscription plan you want to create automatically. Alternatively, use existing items or manually create them.	Creating Member Items for the Configurable Subscription Plan	Creating Items for Subscription Plans
3	Subscription plan	Create an item creation record for the configurable subscription plan.	Working with a Subscription Plan on an Item Creation Record	Creating Subscription Plans
4	Link between the subscription plan and its member items	Create an ITCR component record for each member item to add them to the subscription plan.	Adding Items to the Configurable Subscription Plan with ITCR Component Records	Creating Subscription Plans
5	Price plans	Create a creation record for each price plan that will be associated with a price book line.	Working with Price Plans on Creation Records	Creating Price Plans
6	Price book	Create a creation record for the price book.	Working with a Price Book on a Creation Record	Creating Price Books
7	Link between the configurable subscription plan and the product	Assign the configurable subscription plan to the product as the base item.	Assigning the Configurable Subscription Plan to the Product or an Additional Item	—

After working with the configurable subscription plan, create the configurable subscription. For more information, see Creating a Configurable Subscription.

Creating Answers for the Record IDs

Each new record requires its own answer to store the internal ID. Before working with configurable subscription plans, create the answers to store the internal IDs of the following records:

• subscription plan

• price plans

• price book

The answer must be an input box text field. For more information about answers and input boxes, see Gathering Information with Questions and Answers and Input Box Questions.

Creating Member Items for the Configurable Subscription Plan

If you want to automatically create the member items for the configurable subscription plan, create an item creation record for each member item using NetSuite CPQ Configurator. For more information, see Creating Items Required by the Configuration.

Note:

Member items must be created before the subscription plan. Make sure item creation records for member items have a lower sequence number than the item creation record of the subscription plan.

Alternatively, you can use existing items in your account or create them manually. For more information, see Creating Items for Subscription Plans.

Working with a Subscription Plan on an Item Creation Record

If you want to automatically create a subscription plan, use an item creation record. For more information, see Creating Items Required by the Configuration.

To work with a subscription plan on an item creation record:

1. In NetSuite, go to CPQ > Configurator > Product Maintenance.

2. Edit a product.

3. Go to the Item Creation subtab.

4. Click New CPQC Item Creation.

5. In the Item Type field, select Subscription Plan.

   Alternatively, select a subscription plan in the Template Item field to copy an existing one.

6. In the Answer for Item ID field, select the answer where you want to store the internal ID for the new subscription plan.

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

8. Click Save.

9. On the item creation record, go to the Components subtab.

10. Create an ITCR component record for each member item of the subscription plan.

    For more information, see Adding Items to the Configurable Subscription Plan with ITCR Component Records.

Adding Items to the Configurable Subscription Plan with ITCR Component Records

When creating a subscription plan with an item creation record, you must add at least one member item to the subscription plan. The member item can also be a placeholder item that includes only the information required to save it. You can associate member items to the subscription plan using ITCR component records. Before adding items to the subscription plan, save the item creation record.

You can add items from NetSuite, from product materials, or from item creation records. After choosing the item, you can define or update the item details on the Select Columns subtab.

The member item details are the same as those you'd enter on the Lines subtab of a standard subscription plan. Examples of item details are the subscription type and the payment mode.

Based on the information you enter under the Select Columns subtab, NetSuite CPQ Configurator dynamically determines the additional required fields, the fields to be dimmed, and the fields to be filled in with default values.

To add an item to a subscription plan:

1. On the Item Creation subtab, click Edit next to the item creation record you want to modify.

2. Go to the Components subtab.

3. If you want to add only items from NetSuite to the subscription plan:

   1. Select the item directly in the subtab.

   2. Enter a quantity.

   3. Enter a sequence number.

   4. Click Add.

   5. Repeat steps 1 – 4 for each member item.

   6. Click Save.

   7. Skip the remaining steps.

4. To add product materials or item creation records as member items of the subscription plan, click New CPQC ITCR Component.

   If you don't see this button, save the item creation record first.

5. Enter a sequence number to determine the order of the member item in the subscription plan.

6. To specify the item to be added to the subscription plan, three options are available:

   • In the Item field, select an item from NetSuite.

   • In the Material field, select a material from the product.

     Note:

     You can choose a material linked to an item creation record.

   • In the Item Creation Record field, select the item creation record that stores the information for the member item.

7. On the Select Columns subtab, set the fields as you'd complete on the Lines subtab of a standard subscription plan record.

8. To provide values for the fields, two options are available:

   • In the Select Value column, perform the required task for the field, such as selecting an option, entering a value, or checking a box.

     This column shows the fields as they appear on the corresponding item record. For example, you may see a dropdown list, click the dropdown arrow, and select an option.

   • In the Value column, enter a resolve expression, such as {A/1}. For more information, see Obtaining Answer Data with Resolve Expressions.

     Note:

     When using resolve expressions, the field value can't be predicted. To dynamically determine related fields, you must also set or select a placeholder value in the Placeholder Value column. If you skip this step, you may experience issues when setting other fields. When selecting placeholder values, take into account dependencies between fields.

9. Click Save.

Working with Price Plans on Creation Records

After creating a configurable subscription plan, use creation records to automatically create price plans. You'll need a price plan for each price book line. Price book lines correspond to the lines on the subscription plan. Later, you'll associate the price plans with the lines on the price book.

To work with a price plan on a creation record:

1. In NetSuite, go to CPQ > Configurator > Product Maintenance.

2. Edit a product.

3. Go to the Record Creation subtab.

4. Click New CPQC Record Creation.

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

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

6. Assign a sequence number.

   Note:

   Price plans must be created before the price book. Make sure sequence numbers for price plans are lower than the one for the price book.

7. In the Answer for Record ID field, select the answer where you want to store the internal ID for the new price plan.

8. Check the Enable dynamic mode box.

   Note:

   Price plans can only be created in dynamic mode. For more information about tne dynamic mode, see SuiteScript 2.x Standard and Dynamic Modes. Dynamic mode may be incompatible with the fixed order used to organize fields and their values under the Record Fields subtab.

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

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

11. Click Save.

12. 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.

13. Under the Sublist Lines subtab, create at least one sublist line with an RCR sublist line record. For more information, see Adding Sublists and Setting Field Values.

Working with a Price Book on a Creation Record

After working with price plans on creation records, use another creation record to automatically create a price book. The price book is limited to the number of lines specified on the subscription plan. Make sure you associate the price book with the corresponding subscription plan.

To work with a price book on a creation record:

1. In NetSuite, go to CPQ > Configurator > Product Maintenance.

2. Edit a product.

3. Go to the Record Creation subtab.

4. Click New CPQC Record Creation.

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

6. In the Record Type field, select Price Book.

   Alternatively, select an existing price book as a template record.

7. The price book must be created after the price plans. Assign a sequence number that's greater than those associated with the price plans.

8. In the Answer for Record ID field, select the answer where you want to store the internal ID of the new price book.

9. Go to the Record Fields subtab.

10. In the Field Name column, select the Subscription Plan field.

11. To specify the subscription plan, two options are available:

    • If you use an existing subscription plan, select it in the Select Value column.

    • If you use a created subscription plan, specify the answer where you stored its internal ID. In the Value column, enter question and answer codes as a resolve expression {Q/A}. For more information, see Obtaining Answer Data with Resolve Expressions.

12. Click Save.

13. Under the Sublists subtab, create a price interval sublist with an RCR sublist record. For more information, see Adding Sublists and Setting Field Values.

14. On the RCR sublist record, select Overwrite existing lines in the Line Add Method field.

15. Under the Sublist Lines subtab, create sublist lines with RCR sublist line records. For more information, see Adding Sublists and Setting Field Values.

16. For each sublist line, select the Price Plan field under the Sublist Line Fields subtab.

17. To specify the price plan value, two options are available:

    • If you want to use an existing price plan, select it in the Select Value column.

    • If you want to use a created price plan, specify the answer where you stored its internal ID. In the Value column, enter question and answer codes as a resolve expression {Q/A}.

Assigning the Configurable Subscription Plan to the Product or an Additional Item

After working with a configurable subscription plan on an item creation record, assign the item creation record to the product as the base item. Use this option if you want to add a single subscription plan to the transaction.

In NetSuite CPQ Configurator, edit a product record. In the Base Item (Item Creation Record) field, select the item creation record for the subscription plan. For more information about base items, see Assigning Base Items to Products.

Alternatively, if you need to add multiple subscription plans to the transaction, create an additional item (formerly called a breakout item) for each subscription plan. On the additional item record, you can find the Item Creation Record field. Use this field to link the additional item to the item creation record of the subscription plan. For more information about additional items, see Including Additional Items Related to the Configurable Item.

Related Topics

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

General Notices