Duplicate Subscriptions
Let's say you want to create a subscription that reuses a lot of information from a current subscription. Here's how to duplicate a subscription:
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Open the subscription you want to duplicate.
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Click
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On the Duplicate Subscription page, enter the required information.
You can retain dates, primary and other party information, and product line information from the original subscription
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Click OK.
The application creates a new subscription with the information you provided. Unless you choose to update the information, the application retains the information from the source subscription.
Field |
Consideration |
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Subscription header |
The application copies the subscription number, customer name, bill-to account, bill-to site, start and end date, and duration fields to the new subscription. |
Team |
The creator is added as a team member. |
Contacts |
The application doesn't copy the contacts that aren't valid for the selected customer. |
Lines |
The application copies the start and end date of the lines from the subscription header. |
Covered assets |
The application copies the start and end date of the covered assets from the subscription header. |
Additional parties |
The application copies all the records to the duplicate subscription. |
Renewal controls |
The application copies all the records to the duplicate subscription. |
Duplicate Products
Duplicate subscription products to create new products in your subscription.
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Select the appropriate product.
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On the Edit Product page, click
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Enter the new number associated with the product and click OK.
The application creates a new subscription product line. Unless you choose to update information, this table demonstrates the fields that are copied from the source line.
Field |
Consideration |
---|---|
Covered assets |
The application copies the start and end date of the covered assets from the subscription header. |
Pricing term |
The application copies all the records from the source line. |