Set Up Subscriptions for Sales Orders

Setting up a subscription for a sales order is similar to setting up coverage for a sales order.

• You can include a duration and period.

• You can set up a subscription as a configured item.

• You enable a subscription for contract coverage similar to how you enable a covered item so it's available to associate with a service.

• You can specify another recurring price for on-going, periodic billing that bills the subscription for the periods that happen after the first pay period.

• If you import a subscription, then the import must include the start date, end date, duration, duration UOM.

Assume you must set up an annual subscription for Visions Magazine at a rate of $5 for each week.

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 create a subscription.

   Attribute	Value
   Organization	Vision Operations
   Number of Items	1
   Item Class	Warranty/Services
   Template	Finished Goods
   Item	Subscription to Visions Magazine
   Description	Subscription for Visions Magazine, a weekly publication for trade professionals.
   Primary Unit of Measure	Week Pricing typically must reference a primary UOM that it can measure numerically, such as number of weeks, number of users, or number of hosted environments. If you can't use a predefined UOM, then you must create a new one.
   Sales Product Type	Subscription
   Service Duration Type	Variable You can use Fixed, Variable, or Open-Ended. Use Variable in most situations because it lets you suggest a default value, but also provides the Order Entry Specialist the flexibility to adjust or negotiate price for each customer. If you use Open Ended, then renewal isn't required and the subscription continues until the Order Entry Specialist ends it. For example, assume your customer buys a subscription to an electrical utility that must continue indefinitely until the customer actively ends it.
   Duration	52
   Duration Period	Week

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

   Attribute	Value
   Item	Subscription to Visions Magazine
   Line Type	Buy
   Pricing UOM	Week
   Service Duration Period	Week
   Service Duration	52

3. Add the charge for Week.

   Attribute	Value
   Pricing Charge Definition	OAL Recurring Charge
   Calculation Method	Price
   Base Price	5
   Calculation Amount	20
   Price Periodicity	Week

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

5. Add the Subscription to Visions Magazine item to the sales order, then verify that the order line displays these values.

   Attribute	UOM	Your Price	Amount	Amount for Total Duration	Duration	Period	Billing Frequency	Number of Billing Periods
   1	Week	5	5	260	52	Week	One Time Billing	1