1. Order Management
  2. Billing and Invoices
  3. SuiteBilling
  4. SuiteBilling Setup
  5. Creating Items for Subscription Plans

Creating Items for Subscription Plans

A subscription plan is made up of all of the items that define a subscription. These items include recurring services, usage, commit plus overage, and one-time charges. Before you can create a subscription plan, you must create item records for the products and services you sell as part of subscriptions.

To learn how to create subscription items, view the video:

For high-level overview diagrams of the workflows that include this procedure, see Subscription Plan Creation, New Stand-Alone Subscription Creation, and Subscription Creation from a Sales Order.

To create an item for a subscription plan:

  1. Go to Lists > Accounting > Items > New.

  2. Subscription items must be either a non-inventory item or a service item for sale. Other item types are not available on subscription plans. Do one of the following:

    • To add a non-inventory item, under Non-inventory Item, click For Sale or For Resale.

    • To add a service item, under Service Item, click For Sale or For Resale.

  3. In the Item Name/Number field, enter a value.

  4. You can define the Class, Department, and Location fields on the Subscription Line record. For more information about class, department, and location, see Class, Department, and Location Fields on Subscription Lines.

  5. Complete any additional fields.

  6. Click the Accounting subtab.

  7. From the Tax Schedule list, select a tax schedule. To add a new tax schedule to the list, click the Open arrow.

  8. Click the Preferences subtab.

  9. Clear the Can Be Fulfilled/Received box.

    Note:

    For non-inventory items, this box is checked by default and you must clear it. For service items, this box is cleared by default.

  10. Click Save.

For more information about the item record and using items, see Using Item Records.

To set up revenue recognition for the item, see Configuring Subscription Items for Revenue Recognition. For more information about advanced revenue recognition, see Revenue Recognition for SuiteBilling.

Related Topics

General Notices