What's the subscription lifecycle?

Each subscription typically moves through certain predefined statuses as part of its lifecycle.

Here are the predefined statuses:

• Draft: The initial status of the subscription.

• Pending Approval: When you submit a subscription for internal approval, its status changes to Pending Approval.

• Active: When you approve a subscription, its status changes to Active.

• Under Amendment: When you amend a subscription line, its status changes to Under Amendment.

• Expired: When a subscription reaches its end date, the status of the subscription changes to Expired.

Note: Subscription statuses are predefined and you can't define new statuses. However, you can define user statuses and their transitions and use them.

The actions you can take on a subscription during each of its statuses are determined by status rules. For example, you can’t edit some fields in the UI for certain statuses. And, for example, the Tax Control field becomes read-only when a subscription is in active status.

In addition, when a subscription moves out of a status, the resulting status follows rules.

This chart shows how a subscription moves through its lifecycle, from its creation to its approval. A new subscription is created in the Draft status. Then, depending on different actions, some manual and some through workflow, the subscription goes through different lifecycle statuses.

Actions for Draft Subscriptions

Here are the different actions you can perform on a subscription and its lines when the subscription is in Draft status:

Subscription Action	Resulting Subscription Status	Subscription Line Action	Resulting Subscription Line Status
Activate	Active	Add subscription line	Draft
Preview	No change	Update subscription line	Draft
Reprice	No change	Reprice line	Draft
Regenerate Billing Schedule	No change	Regenerate Billing Schedule	Draft
Cancel	Canceled	Cancel	Canceled

Actions for Subscriptions Under Amendment

Here are the different actions you can perform on a subscription and its lines when the subscription is in the Under Amendment status.

Subscription Action	Resulting Subscription Status	Subscription Line Action	Resulting Subscription Line Status
Activate	Active	Add subscription line	Draft
Email	No change	Amend subscription line (only if the line is active)	Under amendment
Preview	No change	Delete subscription line (only if the line is draft)	NA
Validate	No change	Reprice line (only if the line is draft)	Draft
Validate	No change	Regenerate billing schedule (only if the line is draft)	Draft
Validate	No change	Cancel (only if the line is draft)	Canceled
Validate	No Change	Close (only if the line is active or expired)	Closed

Actions for Subscriptions Pending Approval

Here are the different actions you can perform on a subscription and its lines when the subscription is in the Pending Approval status.

Subscription Action	Resulting Subscription Status	Subscription Line Action	Resulting Subscription Line Status
Withdraw	Under amendment (if the previous state was under amendment)	NA	NA
Withdraw	Draft (if the previous state was draft)	NA	NA
Email	No change	NA	NA
Preview	No change	NA	NA

Actions for Active Subscriptions

Here are the different actions you can perform on a subscription and its lines when the subscription is in the Active status.

Subscription Action	Resulting Subscription Status	Subscription Line Action	Resulting Subscription Line Status
Renew	Active	Add subscription line	Draft
Close	Closed	Close subscription line (only if the line is active or expired)	Closed
Email	Active	Amend subscription line (only if the line is active)	Under amendment
Preview	Active	NA	NA
Validate	Active	NA	NA

Actions for Expired Subscriptions

Here are the different actions you can perform on a subscription and its lines when the subscription is in the Expired status.

Subscription Action	Resulting Subscription Status	Subscription Line Action	Resulting Subscription Line Status
Renew	Expired	Add subscription line	Draft
Close	Closed	Close subscription line (only if the line is active)	Closed
Email	Expired	Amend subscription (only if the line is active)	Under amendment
Preview	Expired	NA	NA
Validate	Expired	NA	NA

Note: The only action available for a closed subscription is to duplicate it.