Adding Renewal Information to Subscription Plans

You can specify subscription renewal parameters when you create the subscription plan, or you can edit the plan later to add renewal information. The renewal options selected on the plan are used when creating all subscriptions from this plan. However, the plans can be edited when the draft subscription is created. All values on the Renewal subtab are editable in any status.

To add renewal information to a subscription plan:

Go to Lists > Subscriptions > Subscription Plans.
For the subscription you want to renew, click Edit.
Click the Renewal subtab.
From the Default Renewal Term list, select a term for the renewal subscription.
From the Default Renewal Method list, select a default renewal method.
1. If you selected Extend Existing Subscription, go to step 6.
2. If you selected Create New Subscription:
  1. From the Default Renewal Subscription Plan list, select a default subscription plan for the renewal subscription.
  2. From the Default Renewal Transaction Type list, select one of the available options (Do Not Create Sales Transaction, Estimate, Opportunity, or Sales Order).
To automatically start the renewal process, check the Automatically Initiate Renewal Process box and enter the appropriate number into the Before Subscription End Date box.
When you enable the Uplift Pricing feature, NetSuite automatically applies percentage price increases to a customer's renewal pricing or interval price when using the Renewal Uplift subtab. The percentage uplift affects the minimum and maximum at both the tier and header level. The default value acts as a template for the default renewal settings and Renewal Uplift subtab when a new subscription is created. When the subscription renewal is created, the price plans are automatically updated for renewal uplift. When creating a renewal extend, new pricing intervals are automatically generated with the desired price increase.
Click Save.

When you save, NetSuite opens the Price Books subtab. After creating a subscription plan, the next task is to create a price book by creating a price plan for each item. See Creating Price Books.

When you select the global Invoicing preference, Define Percentage Uplift for Subscription Lines, NetSuite automatically applies percentage price increases to a customer's renewal pricing. The percentage uplift affects the minimum and maximum at both the tier and header level. The default value acts as a template for the default renewal settings when a new subscription is created. When the subscription renewal is created, the price plans are automatically updated.

To add renewal information to a subscription plan:

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