Add Subscriptions to Sales Orders

Add a subscription to a sales order.

• A subscription is an item that provides a product or service that recurs:

  

  For example, a one year subscription to a magazine that recurs each week, a 90 day subscription for cell phone service, and a six month subscription for software usage are each an example of a subscription.

• A subscription includes a charge that recurs.

• A coverage item can cover a subscription.

• You can order some subscriptions without including a coverage item that covers the subscription. For example, a coverage item doesn't typically cover a simple weekly magazine subscription.

• You can order some subscriptions as a covered item, then add a coverage item that covers some aspect of the subscription. For example, a subscription to a cloud application is the covered item, and up time is the coverage item.

• You can change, cancel, or return some subscriptions.

Here's an example:

• Your customer needs five subscriptions of the same magazine, one subscription for each person in their department.

• The subscription period lasts for one week and recurs 52 times, resulting in a subscription that lasts for one year.

• The subscription uses a weekly period so the customer can cancel at any time and incur a bill only for the weeks they received the magazine.

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

Try it:

1. Go to the Order Management work area, then create a new sales order.

2. Complete the order header, then add this order line:

   Attribute	Description
   Item	Subscription to Visions Magazine
   Quantity	Set to 5. Note This values sets the number of subscriptions. If you set Quantity to 5, then you're selling five subscriptions to Visions Magazine. Quantity doesn't affect UOM. For example, if you set Quantity to 5, and if UOM is Week, then you aren't specifying 5 weeks.
   UOM	Set the time period. The values you can select depends on how your order administrator sets up the subscription. This example uses a Fixed subscription, so you can't change the UOM.
   Contract Start Date	Select when to start the subscription.
   Contract End Date	As an option, select when to end the subscription.
   Billing Frequency	A subscription can bill one time or it can recur. Assume your customer orders a subscription for one software license for 100 users with a three year duration. You can bill the customer one time for the entire purchase, depending on how your order administrator sets up the subscription.

   Make sure your order line attributes have these values:

   Attribute	Value
   Quantity	5
   UOM	Week
   Item	Subscription for Visions Magazine
   Duration	52
   Period	Week
   Your Price	5.00
   Amount	25.00
   Extended Amount for Duration	1,300.00
   Contract Start Date	3/13/17
   Contract End Date	Empty
   Billing Frequency	One Time Billing
   Number of Billing Periods	1

3. Click Submit > OK.

Here's how Order Management calculates the subscription:

• Quantity of 5 multiplied by Your Price of 5 multiplied by Duration of 52 equals $1300.

Note

• You have one order line for the covered item and one order line for the coverage item, and it includes attributes that are specific to the coverage item, such as Duration, Period, Contract Start Date, Contract End Date, and Sales Product Type.

• Fulfillment for a subscription can recur. For example, a weekly magazine fulfills one time each week.

• Associated Order Line links to the item that the coverage item covers.