Creation from scratch or from another object

• Quotations - Generating a subscription

• Opportunities - Generating a subscription

Create a subscription ex-nihilo

Candace and Axel know how to set up a subscription from a quotation and an opportunity.
Here are the steps to create a subscription without going through these objects.

Steps

1. Go to the Subscription tab.

2. Click on the New button.

   

3. Fill in the fields by reading this article: Field dictionary.

   The mandatory fields are by default:

   1. Account    

   2. Corporate Name    

   3. Start Date on the invoicing period

   4. Initial End Date    

   5. Frequency

   

   Note: When filling in the dates, pay attention to the calculation explained in this example:

   Start date : 01/04/2020 Initial end date : 31/03/2021 Frequency : Quaterly	Number of  occurences: 4
   Start date : 01/04/2020 Initial end date : 01/04/2021 Frequency : Quaterly	Number of  occurences: 5

   The end date should be in one year minus a day (31/03/2021 instead of 01/04/2021) in order to get the correct number of occurences. Those dates fields are inclusive.

4. Click on Save.      

Add a subscription line item

As with quotation line items or invoice line items, there are two ways to add a subscription line item:

• Using the New button

• Using the Manage products button

Let's start with the first way, which offers more freedom to fill in information about the subscription line items, such as description, unit price and quantity.
You can also apply a product to this new subscription line items, but it's not mandatory.

Using the New button

Steps

1. Go to the subscription you just created.

2. On the Subscription line items related list click on the New button.

   

3. Fill in the fields by reading this article: Subscriptions - Subscription line items.

   The mandatory fields are by default:

   1. Description

   2. Unit Price excl. VAT

   3. Quantity

   

   Note: As mentioned above, you have the option to link a product to the Subscription line item, but it's not mandatory.

4. Save.

   Now the subscription line item is displayed in its related list:

   

Using the Manage Products button

Steps

1. Go to the subscription you just created.

2. On the Subscription line items related list click on the Manage Product button.

   

3. In the page Add line items you can see the price book and currency of the subscription.

   Beware: If you change the price book or currency, it changes the price book or currency of the subscription and removes Subscription Line Items that do not match the selected price book or currency.

   Select the product you want to add as a subscription line item:

   

4. Modify the Quantity if necessary.

   Note: You can modify others fields value like description / VAT. You can change the fields displayed here by customizing the corresponding field set on the subscription line item object.

5. Save.

The new subscription line item is also added to the related list: