Class, Department, and Location Fields on Subscription Lines

With Subscription Billing Enhanced UI SuiteApp, you can set or modify the class, department, and location of a subscription line if the following features are enabled in your NetSuite account:

Classification Fields on Subscription Lines	To show the field on subscription lines		To make the classification field mandatory
	Enable Features (Company)	Accounting Preferences (General)	Accounting Preferences (General)
Class	Class	Allow Per-Line Classes	Make Classes Mandatory
Department	Department	Allow Per-Line Departments	Make Departments Mandatory
Location	Location	Allow Per-Line Locations	Make Locations Mandatory

When the Class, Department, and Location fields are available on subscription lines, these fields are automatically populated in the following order:

1. If the item used in the subscription line has values in any of the Class, Department, and Location fields, the field on the subscription line shows the value specified on the item record.

2. If a field does not have a value on the item record, the field on the subscription line shows the value specified on the subscription plan.

   Important:

   The SuiteApp uses the classification set on the subscription plan record, not the classification set on the subscription under the Plan and Term section.

3. If a field does not have a value on the item record and subscription plan, the field on the subscription line shows the value specified on the billing account.

4. If a field does not have a value on the item record, subscription plan, and billing account, the field on the subscription line is set to blank.

You can modify the values in the Class, Department, and Location fields if the subscription line status is Draft or Not Included. To change the classification of a subscription line, open the subscription record or subscription line record in edit mode. For more information, see Editing Subscription Lines on Subscriptions.

Setting Up the List of Class, Department, and Location Options for Subscription Lines

By default, you can select all active classes, departments, and locations in the Class, Department, and Location fields on subscription lines. If you want to modify the list of options that can be selected at the subscription line level, you can define a public saved search for classes, departments, and locations. Then, you can specify the saved searches in the Subscription Billing Enhanced UI preferences.

Important:

The SuiteApp automatically adds the following filters to any saved search specified in these preferences:

• Subsidiary filter based on the subscription subsidiary

• Inactive filter to ensure that the list of options include only active records

To avoid any issues, do not include subsidiary and inactive filters in saved searches that you plan to use for these preferences.

To set these preferences, go to Setup > Company > General Preferences. Click the Custom Preferences subtab, then select the appropriate saved search for the following preferences under Subscription Billing Enhanced UI Feature section:

• Classes Saved Search – Select the saved search that you want to use to define the list of options for classes in subscription lines.

• Departments Saved Search – Select the saved search that you want to use to define the list of options for departments in subscription lines.

• Locations Saved Search – Select the saved search that you want to use to define the list of options for locations in subscription lines.

Click the Save button on top of the General Preferences page to save your changes.

Subscription Billing Enhanced UI uses the search results from the specified saved searches to define the options for the corresponding fields on subscription lines.

General Notices