Set Up Subscriptions for Covered Items

In this example, set up a covered item for cloud up time, then set up a subscription that allows your users to add the up time.

Summary of the Steps

1. Add the User UOM.

2. Set up the agreement and the subscription.

This topic uses example values. You might need different values, depending on your business requirements.

Add the User UOM

Add a User UOM as a way to measure the type of usage the subscription and the covered item provides.

1. In the Setup and Maintenance work area, go to the task.

   • Offering: Product Management

   • Functional Area: Items

   • Task: Manage Units of Measure

2. On the Manage Units of Measure page, click Manage UOM Classes.

3. On the Manage UOM Classes page, click Actions > Add, set the values, then click Save and Close.

   Attribute	Value
   Class Code	USE
   Class Name	User
   Description	People who use a subscription
   UOM Code	USR
   Base UOM Name	Users
   BASE UOM Description	Someone who uses a subscription

Set Up the Agreement and the Subscription

Set up your coverage. For details, see Set Up Coverages for Sales Orders. Do that setup, but with these differences.

1. Use the Product Information Management work area to set up the agreement.

   Attribute	Value
   Organization	Vision Operations
   Number of Items	1
   Item Class	Warranty/Services
   Template	Finished Goods
   Item	Vision Cloud Agreement
   Description	Service agreement to provide up time to the Vision Cloud.
   Primary Unit of Measure	Each
   Sales Product Type	Service Level Agreement
   Service Duration Type	Fixed
   Duration	3
   Duration Period	Year

2. Set up the subscription.

   Attribute	Value
   Organization	Vision Operations
   Number of Items	1
   Item Class	Warranty/Services
   Template	Finished Goods
   Item	Vision Cloud Subscriptions
   Description	Subscriptions for end-user access to the Vision Cloud.
   Primary Unit of Measure	Users
   Sales Product Type	Subscription
   Service Duration Type	Fixed
   Duration	3
   Duration Period	Year

3. Use the Pricing Administration work area to set up pricing for the agreement on the Corporate Segment Price List.

   Attribute	Value
   Item	Vision Cloud Agreement
   Line Type	Buy
   Pricing UOM (on the Edit Price List page)	Each
   Pricing UOM (On the Manage Covered Items page)	Each
   Coverage UOM	Users

4. Add the charge.

   Attribute	Value
   Pricing Charge Definition	OAL Recurring Charge
   Calculation Method	Price
   Base Price	30000
   Price Periodicity	Year

5. Set up pricing for the subscription on the Corporate Segment Price List.

   Attribute	Value
   Item	Vision Cloud Subscriptions
   Line Type	Buy
   Pricing UOM	Users
   Pricing UOM	Users

6. Add the charge.

   Attribute	Value
   Pricing Charge Definition	OAL Recurring Charge
   Calculation Method	Price
   Base Price	1000
   Price Periodicity	Year

7. Sign out of Pricing Administration, then sign into Order Management.

8. Create a sales order, add the Vision Cloud Subscriptions item to the sales order, then verify that the order line displays these values.

   Quantity	UOM	Your Price	Amount	Amount for Total Duration	Duration	Period
   1	Users	1,000	1,000	3,000	3	Year

9. Search for the Vision Cloud Agreement item on the catalog line, click Select Covered Item, associate it with the Vision Cloud Subscriptions order line, click Add, then verify that the Vision Cloud Agreement order line displays these values.

   Quantity	UOM	Your Price	Amount	Amount for Total Duration	Duration	Period
   1	Users	1,000	1,000	3,000	3	Year