Create Subscriptions
Here's how to get started creating a subscription.
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Click Create Subscription on the Subscriptions landing page.
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On the Create Subscription page, enter the required subscription information.
This table describes a few important fields and their implications:
Field
Description
Customer
The customer entering into a subscription.
Subscription Number
The unique subscription identifier.
The application automatically generates the subscription number, but you can update it when editing the subscription.
Bill-to Customer
The customer to which the subscription is billed.
Every time the customer is entered or updated, Bill-to customer defaults to customer. If you change the bill-to customer to a new value, the Bill-to Account, Bill-to Site/Address, and Billing Contact fields get cleared.
Billing Account
The account to which the subscription is billed.
You can select from the list of all accounts with sites that have bill-to usage, all related accounts with a bill-to relationship, and sites with a bill-to usage for the primary party on the subscription. If the customer has only one billing account, then the application sets that value as the default.
Bill-to Site
All the sites with bill-to usage associated with the selected bill-to account. If the selected billing account has only one bill-to site, then the application sets that value as the default.
Note: End dated bill-to site values are displayed until the bill-to site value is inactivated from an order.Bill-to Address
The bill-to address of the customer.
Currency
The business unit currency.
If you plan to add products to the subscription, be sure to select a currency that matches the default General Ledger currency. If you select a currency on the subscription header that doesn't match the default General Ledger currency, when you try to add a product, you'll receive an error.For currencies with fluctuating conversion rates, leave the Conversion Date field blank. When the subscription is validated, the conversion rate date is used as the date of the validation of the contract.
Subscription Profile
Determines the partial period and billing settings of the subscription.
Priced on Date
Determines the date when the charges are being derived from the pricing application.
Term
Duration and period of the subscription. The term is automatically calculated when you provide the start and end dates.
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Enter Tax Control information. This is the tax levied on the service provided, based on the region and regulations of the subscription. If you change the subtotal for a line or a covered asset, the application recalculates the estimated tax.
Field
Description
Classification Code
Codes used to represent classifications of accounts and contacts, for example, by industry or type.
Exemption Control
Exemption for taxation.
Tax Exemption Certificate Number
Displays certificate number from the third-party exemption set up at the account and site levels.
Document Fiscal Classification
Determines the tax. It's used when the reporting processes need the documentation associated with the header of the transaction.
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Click Save and Close to create the subscription and go to the Subscriptions landing page. Alternatively, click Save and Continue to create the subscription and go to the Overview page to configure the subscription.
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On the Summary subtab (Overview page), click Add Product to add subscription products and coverage products with covered levels to your subscription.
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On the Parties subtab, click Add Party or Add Contact to add additional parties or contacts to your subscription.
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On the Renewal Controls subtab, configure your subscription's renewal settings.
By default, the application uses the settings in the renewal rules template. If you update information here, then this information overrides the information in the renewal rules template.
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On the Coverage subtab, select the coverage template.
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On the Sales Credit subtab, click Add Sales Credits to add salespeople and their credits.