Manage Subscription Rules

You must select an appropriate subscription profile, a renewal template, and event notifications for every rule. This enables the application to support customer-specific and business unit-specific billing, renewal, and notification rules.

Here are the steps to manage subscription rules:

  1. Sign in as a configuration manager.
  2. Navigate to the Subscription Configuration work area.
  3. On the Subscription Configuration page, click the Subscription Configuration tab.
  4. Click Manage Subscription Rules.
  5. In the Manage Subscription Rules page, add a row to the table.
  6. Select the Renewal Rules Template and Business Unit.
  7. Optionally, select the Subscription Profile, Event Notification Rules, and Template Set.
  8. Enter the Precedence value.
  9. Save your changes.
Note:

You can follow these steps to access the Manage Subscription Profile Options task:

  1. Navigate to Setup and Maintenance work area.
  2. In the Sales setup, go to Subscriptions.
  3. Select the Manage Subscription Profile Options task.
  4. Select the requisite profile option.