Prerequisites

To setup the subscription billing feature, you need to do the following:

  • Define the required subscription billing types in the system.

  • Define the required characteristic types where the characteristic entity is set to Subscription Type.

  • Define the required characteristic types where the characteristic entity is set to Account Subscription.

  • Define values for the option types in the feature configuration.

  • Define values for the lookup field.

  • Define predefined values for the characteristic type.

  • Adjustment Type will be validated based on the adjustment type profile attached on the Contract Type.

  • At least one subscription charge is mandatory, for each subscription service.

  • An account with a division same as the division of the selected subscription type.

  • An account with a unique contract ID on the contract type.

  • At least one subscription service is mandatory, for each subscription type.

Related Topics

For more information on... See...
Subscription Billing Overview Subscription Billing