What makes up a subscription?

Summary Page

The Summary page regions are:

Overview: The Overview section comes prepopulated with information from the Create Subscription page. Additionally, you can add subscription contracts and other supporting documents.
Products: The Products region displays a list of the products available or added to the subscription. Add products to the subscription using the Products section. You can add two types of products: subscription products and coverage products with covered levels. Covered levels can be of type asset, product, party, customer account, party site, asset group, and product group. Assets can be specific serialized or non-serialized assets. For a serialized asset, such as a laptop or a printer, the asset is always an individual product.
Tax Control: The Tax Control region displays tax classification code and tax exemption related information. The Tax Control field becomes read-only when a subscription is in active status.
Note: The Estimated Tax number field is a calculated value that's populated from Accounts Receivable. It's always recalculated based on certain factors and you can't populate it manually, like, for example, through import. Additionally, the Estimated Tax field isn't exposed automatically. You need to enable it using Application Composer.

Parties Page

The Parties page shows your customer and contact information. You can add and remove additional parties and contacts here. By default, the application shows primary party details that were added during subscription creation. You can't edit or delete the primary party.

You can replace the duplicate parties and related entities by merging them with the new party and consolidate all the subscriptions under one party for the ease of tracking. When you merge parties and related entities, such as accounts and sites in Oracle Customer Data Management, the application updates the corresponding subscriptions to reflect the merge results. The application replaces the acquired or duplicate parties and its related entities in a subscription with the new party and its entities. You need the Oracle Customer Data Management license to merge parties.

Here are the fields within Subscription Management that are updated after the parties and related entities merge:

Subscription Summary Tab

Customer
Billing Account
Bill-to Site

Product Summary Tab

Billing Account
Bill-to Site
Ship-to Party
Ship-to Site

Parties Tab

Name

Renewal Controls Tab

Organization Name

Default Coverage Tab

Default Level Value

Oracle Revenue Management, Oracle Pricing, and Oracle Tax don't support party merge. Therefore, here are the entities that aren't updated after the party merge:

Tax exemption certificates
Revenue contracts
Pricing qualifiers
Customer profiles
Dynamic matrix

Team Page

The Team page displays details of the subscription owner and all the team members who are associated with the subscription. Additionally, you can add and delete team members.

Renewal Controls Page

The Renewal Controls page includes:

Negotiation Settings: Use the Negotiation Settings region to override subscription profile details for a specific subscription.
Quote to Contact: Use the Quote to Contact region to define the intended recipients who receive the quote notification emails, salespeople who are involved in the negotiation, and other parties who receive quotes and renewal reminder notifications.
Next Renewal: Use the Next Renewal settings region to define attributes that include Renewal Process, Customer Acceptance, Internal Approval, and Price Adjustment Type. These override the renewal rules template attribute values.

Sales Credits Page

You can enter sales credits for each salesperson. You can add and delete sales credits at the subscription header level and at the product level. Subscriptions support quota and non-quota types of sales credits.