An error occurred while working on a subscription?
Don't worry, you will find below the explanation of this error and how to deal with it.
To begin with, here is a list of the validation rules for subscription:
Date_de_debut_inf_a_Date_1ere_facture
The first invoice date must be greater than the subscription start date.
Date_de_1ere_facture_inf_a_date_de_fin
The first invoice date must be less than the subscription end date.
Dates_non_modifiables_abonnement_actif
The dates and periodicity of an active subscription cannot be changed.
This opportunity is not linked to the account to which this subscription is linked.
Can't find your error message in this article?
Perhaps it is another object? You can consult the list Administration - Explanation of error messages related to Frisbii objects.
Otherwise, please contact our Support Team through the usual channels.
Generating a subscription from a quotation/opportunity
You would like to...
Validate the data on the Create a subscription from opportunity/Quotation page
Message: All fields are mandatory. Please fill in all fields before viewing the posts.
Explanation:
In order to create a subscription from an opportunity or quotation, it is necessary to fill in all the fields available on the Visualforce page Creating a subscription from the opportunity/quotation.
How to deal with this message:
If you are not yet able to fill in all the information, you should wait until you can collect it before creating the subscription.
You will find explanations of these fields in the article Subscriptions - Field dictionary .
How to avoid this problem in the future:
If this is a common occurrence, you will need to adapt your business process to collect all the necessary information before creating the subscription.
Validate this page without having filled the Invoicing Period Start Date, Initial end date and Periodicity fields
Message: The fields Invoicing Period Start Date, Initial end date and Periodicity are mandatory. Please fill in these fields before generating the subscription.
Explanation:
In order to create a functional subscription, it is necessary to calculate the number of instalments, so that the price or quantity can be divided, if desired. If you would like more information on these fields, here is the Subscriptions - Field dictionary .
How to deal with this message:
Fill in all required fields on the Visualforce page Creating an invoice subscription from the opportunity/offer.
How to avoid this problem in the future:
There is no specific processing, the validation rule requires all information to be filled in. If you do not have this information when the subscription is created, you will have to review your business process to obtain it earlier.
Create a subscription
You would like to...
Set an Invoicing Period Start Date before Start date of subscription
Message: The Invoicing Period Start Date must be greater than or equal to the start date of the subscription.
Explanation:
Thanks to the validation rule Date_de_debut_inf_a_Date_1ere_facture you can check if the start date is before or on the same date as the Invoicing Period Start Date. If this validation rule is activated, you will receive the message.
How to deal with this message:
If you have mistakenly entered an Invoicing Period Start Date before the subscription start date, you will need to review the dates to create the subscription.
How to avoid this problem in the future:
If you generally want to be able to invoice your subscriptions before the subscription start date, it is necessary to disable the validation rule from the configuration or ask your Salesforce administrator to do so.
Set an Invoicing Period Start Date before the End date of the subscription
Message : The Invoicing Period Start Date must be less than the initial end date.
or
The first invoice date must be greater than the start date.
Explanation:
Thanks to the validation rule Date_de_1ere_facture_inf_a_date_de_fin you can check whether the Invoicing Period Start Date is later than or on the same date as the initial end date. If this validation rule is activated, you will receive this message.
How to deal with this message:
If you have mistakenly entered an Invoicing Period Start Date that is later than the initial end date, you will need to review the dates in order to create the subscription.
How to avoid this problem in the future:
If you generally want to bill your subscriptions after the initial end date of the subscription, it is necessary to disable the validation rule from the configuration or ask your Salesforce administrator to do so.
Modify a subscription
You would like to...
Link a subscription and an opportunity that do not have the same account
Message: This opportunity is not linked to the account to which this subscription is linked.
Explanation:
If you link the subscription with an opportunity after the creation of the subscription ex-nihilo, it is - in most cases - logical that the two records have the same account in common. This is checked with the validation rule Account_opportunity.
How to deal with this message:
(1) Either you made a mistake in selecting the opportunity. In this case, you just have to choose the right record.
(2) Or you find yourself with an exceptional case, which obliges you to link an opportunity to a subscription that does not have the same account. In this case, you need to review your internal process and create (with your Salesforce administrator) a validation rule that better fits your business case.
How to avoid this problem in the future:
For case (1), you might consider creating subscriptions from opportunities (not ex-nihilo), which allows you to retrieve the right information directly from the subscription.
Alternatively, you can name your opportunities with a meaningful title, which specifies the account and communicates to users the procedure for choosing the right opportunity.
For case (2), it is necessary to check with your Salesforce administrator or to train yourself to create validation rules by following this trailhead module
Modify an active subscription
You would like to...
Change Corporate Name, Account or Opportunity
Message: The fields Account, Opportunity and Corporate name cannot be modified.
Explanation:
Once the subscription is activated, you have (potentially) already created and sent one or more invoices to the customer. If you change these fields that are displayed on the invoice PDF, the information will no longer be consistent between the old and new invoices.
How to deal with this message:
If you want to change these fields on an active subscription, good practice is to review the terms of the subscription with the customer, terminate that subscription that has (potentially) already started, and create another subscription with the new terms.
How to avoid this problem in the future:
If you often have to modify activated subscriptions, you need to review your internal process. If subscriptions are not created correctly, you can :
or put in place validation rules that prevent registration if the criteria are not met,
or create an approval process, if you prefer to have one or more people pre-approve subscriptions.
Change the dates or periodicity
Message: The dates and periodicity of an active subscription cannot be changed.
Explanation:
This is a validation rule Dates_non_modifiables_abonnement_actif that will check if you are changing the invoicing period start date, the start date, the initial end date or the periodicity of an active subscription.
It is strongly discouraged to change these fields on an active subscription because:
(1) you have agreed these terms with the customer, and
(2) you have most likely sent the first invoices to the customer. Changing these fields (potentially) has an impact on the amount or quantity shown on the invoices and the total subscription period.
How to deal with this message:
If you want to change these dates or the periodicity on a subscription, the best practice is to review the terms of the subscription with the customer, terminate that subscription that has (potentially) already started, and create another subscription with the new terms.
How to avoid this problem in the future:
Even if you often have to modify subscriptions in progress, you should not deactivate the validation rule. If the subscriptions are not created correctly, you can :
or put in place validation rules that prevent registration if the criteria are not met,
or create an approval process, if you prefer to have one or more people pre-approve subscriptions.
Change currency or price book
Message: The price book and currency of an active subscription cannot be changed.
Explanation:
The subscription represents an agreement between you and your customer. You have - in a way - agreed on the price and currency applied to the underlying invoices. The price book or currency are therefore two essential fields of the subscription, and changing them has a potentially big impact on the price of the subscription line items.
How to deal with this message:
If, during the subscription period, your company has created a new price book, and you want to apply this new book to your active subscriptions, it is good practice to first inform the customers concerned. Depending on the negotiation, you have the option to terminate these subscriptions. Then you can create a new subscription and apply the new price book.
How to avoid this problem in the future:
The only recommendation is to make the management of subscriptions more flexible, by making subscriptions of shorter duration so that the terms can be reviewed more frequently with the customer.
Change the index
Message : The index cannot be changed on an active subscription.
Explanation:
An index carries index values that move the price over time. The index used is usually communicated to the client. It is thus blocked to prevent it from being changed by mistake and the index used no longer corresponds to the one communicated.
How to deal with this message:
(1) If you changed the index by mistake, you can simply cancel your change.
(2) If you have agreed with your customer that a new index is to be used or you had the wrong index when you created the subscription, then you must discontinue the subscription and create a new one with the new index.
How to avoid this problem in the future:
You can make the Subscription's index field read-only for certain users and you can set up an approval system for the activation of subscriptions to check that the correct index is assigned.
Generate an invoicing schedule
You would like to...
Generate a schedule, even if the number of terms is 0
Message: Invoicing schedule generation failed for the subscription: the number of occurences must be greater than zero.
Explanation:
The number of occurences is automatically calculated according to the total period of the subscription and the periodicity. However, you can change it manually. If the number of occurences entered on a subscription is equal to 0, you cannot generate an invoicing schedule, as this number indicates the number of invoices to be created.
How to deal with this message:
Please enter a number greater than 0 in the Number of occurences field.
How to avoid this problem in the future:
Add a validation rule that checks that the number in the Number of occurences field is greater than 0.
Generate an invoicing schedule following the Summer '21 release
Message : Insufficient permissions: secure query included inaccessible field.
Explanation:
Following the Summer '21 update release within your production environment, you receive as a Finance user the error mentioned above when generating a scheduled invoicing. This only works for users who have the Frisbii Administrator (ADMIN) permission set assigned. Finance users are missing a permission on the Subscription object.
How to handle this message :
First, you can check if Finance users have access to the Type and Origin fields of the subscription object via one of their assigned authorization sets.
If this is already the case, and users still can't generate an invoicing schedule:
In order to know which permission set is missing for Finance users, we advise you to set up a debugging log. To generate the logs, you need to re-generate the schedule for the subscription in question. Then you can download it and either analyze it on your own or open a support Case via the Community and transmit the downloaded logs to the Support Team.
For your analysis: The logs give you the list of fields requested by Frisbii. You have to check if the Finance users have access to these fields.
The next step is to create a new set of permissions or to add permissions to an existing set of permissions. Then you have to assign it to the Finance users which they are intended to.
How to avoid this problem in the future :
The problem is known and will be fixed in a future release. Also, if you have fixed the problem, it will not occur for your users anymore.
Cancel a subscription
You would like to...
Cancel a non-activated subscription
Messages: A subscription that is not activated cannot be terminated.
Or Interruption only possible for activated subscriptions.
Explanation:
The logical sequence of the subscription status is Draft (Modification), Activated (Subscription in progress), then if required you can indicate that the subscription is Interrupted (Subscription paused) or Completed (Subscription archived). If the subscription was not activated, it cannot be interrupted.
How to deal with this message:
If you want to interrupt a draft subscription, this may mean that you will never activate that subscription. This is not good practice. You should therefore activate the subscription, and then you can interrupt it.
If you don't want to activate the subscription, you can keep it in draft status.
How to avoid this problem in the future:
If you have this problem frequently, you need to review your subscription handling process. Give the relevant team the procedure to ensure that subscriptions are activated once they are in progress.
Renew a subscription
You would like to...
Renew a subscription that is not activated
Message: The subscription must be in an activated state to be renewed.
Explanation:
As mentioned above, the logical sequence for the status of subscriptions is Draft (Modification), Activated (Subscription in progress), and then if required, you can indicate that the subscription is interrupted (Subscription paused) or Completed (Subscription archived). If the subscription was not activated or is no longer in activated status, it cannot be renewed.
How to deal with this message:
If you want to renew a draft subscription, this may mean that you will not change the status of the subscription once it is running. Activate the subscription and then you can renew it.
If you want to renew a subscription that has been interrupted, first reactivate it by changing its status.
If you want to renew a subscription that has been completed, create a new subscription instead.
How to avoid this problem in the future:
If you have this problem frequently, you need to review your subscription processing. Give the procedure to the relevant team to activate the subscriptions once they are in progress.
Use subscription line items
You would like to..
Change the subscription price book
Message: Changing the price book will remove subscription items that are linked to a product. Do you confirm this operation?
Explanation:
Consistency between the subscription items and the subscription must be guaranteed. If you want to change the price book on the subscription, the products added to the subscription items no longer belong to the same price book. Therefore, subscription items that no longer correspond to the correct price book are deleted.
How to deal with this message:
If you really want to change the price book, you can then create new subscription items with the new book.
If this is not your intention, you can just cancel the operation.
How to avoid this problem in the future:
It is necessary to review your internal process for creating subscriptions. If the initial price book often does not match the subscription line items, provide best practices to Frisbii users to apply the correct price book directly. Here are the Guidelines for Sharing Price Books from Salesforce.
Add a product that does not belong to the subscription price book
Message: The product of the subscription line item must belong to the subscription price book.
Explanation:
Consistency between the subscription line items and the subscription must be ensured. If you want to add a product that belongs to another price book, there is probably a price difference between what was agreed with the customer and what is actually applied to the subscription line item and therefore to the invoice.
How to deal with this message:
You can first edit the price book on the subscription and then add the relevant product.
Attention: If you already have subscription line items that are linked to the subscription price book, you will receive another error message.
How to avoid this problem in the future:
If the initial price book often does not match the subscription line items, provide best practices to Frisbii users to apply the correct price book directly. Here are the Guidelines for Sharing Price Books from Salesforce.
Another possibility is to review the consistency of your price book to avoid such problems in the future.
Change the currency on the subscription line item
Message: Changing the currency will remove subscription line items that are linked to a product. Do you confirm this operation?
Explanation:
If you have enabled the multi-currency option in Salesforce, the products are tied to a certain currency. If you change the currency of the subscription, the currency of the products in the subscription line items will no longer match the new currency. Therefore, these items are deleted.
How to deal with this message:
If you really want to change the currency, you can then create new subscription line items with this new currency. If this was not your intention, just cancel the operation.
How to avoid this problem in the future:
It is necessary to review your internal process for creating invoices. If the initial currency often does not match the subscription items, provide best practices to Frisbii users to apply the correct currency directly to the invoice.
Create a subscription PDF
You would like to...
Previewing the PDF without setting up a PDF template
Message: Please select a default subscription model on the Corporate Name.
Explanation:
In order to be able to display a PDF in the preview, but also for the creation of the PDF, a PDF template must be set up. This template specifies which fields are to be displayed in the PDF when the PDF is generated and which form is to be used.
How to deal with this message:
In the Frisbii package you will not find a packaged template yet.
If you want to set up a subscription template, you can read the articles in our PDF templates section or contact support to estimate the time needed to set up the template for you.
How to avoid this problem in the future:
Once you have set up the PDF template in the Corporate Name, you will no longer get this message.