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
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Add the User UOM.
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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.
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In the Setup and Maintenance work area, go to the task.
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Offering: Product Management
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Functional Area: Items
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Task: Manage Units of Measure
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On the Manage Units of Measure page, click Manage UOM Classes.
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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.
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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
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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
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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
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Add the charge.
Attribute
Value
Pricing Charge Definition
OAL Recurring Charge
Calculation Method
Price
Base Price
30000
Price Periodicity
Year
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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
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Add the charge.
Attribute
Value
Pricing Charge Definition
OAL Recurring Charge
Calculation Method
Price
Base Price
1000
Price Periodicity
Year
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Sign out of Pricing Administration, then sign into Order Management.
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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
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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