Generate a subscription

Before finishing the subscription chapter of her training, Linda wants to show Candace and Axel how to create subscriptions from quotations. They have already seen that it is possible from the opportunities:

Generate a subscription from an opportunity

Now they will understand how to do it from the quotation object.

Why creating a subscription from a quotation

The purpose of this operation is to transfer the information present on the quotation and the quotation line item into the subscription and the subscription line item.

Which fields are taken into the subscription

Here is a list of fields that are transferred from the quotation to the subscription:

Quotation <> Subscription	Quotation line item <> Subscription line item
Account Accounting Data Corporate Name Price Book Contact Start Date End Date Payment Term Payment Method Frequency Your Ref Language Special Terms Special Terms (long text) Subject Discount Reason	Product code Start Date End Date Amount incl. VAT Price Book Unit Selling Price Unit Price excl. VAT Product Quantity Discount Discount (%) VAT Rate Detailed Description Designation

Creat the subscription from the quotation

Now that Linda has explained the theory, she shows the steps to Axel and Candace.

Steps

Go to the Quotation tab.
Open the quotation in question.
Click on the Create Subscription button.
Fill in the required fields:
1. Start Date
2. Invoicing Period Start Date
3. Initial End Date
4. Frequency
Here is the article that explains these fields: Subscriptions - Field dictionary.
Note: You have the option of dividing the subscription amount by Amount or by Quantity. If you have 4 occurrences, you can divide the subscription amount by 4 (or the quantity) and calculate the amount accordingly.

Notes:

(1) If you have one or more opportunity products that should only appear on the first invoice of the subscription, check the First invoice only box. This box is useful in the case of a one-time service, such as a gym registration fee or equipment sold at the beginning of the subscription.

(2) You can give each subscription item a Start Date and End Date different from those of the subscription.

Beware:

(1) Subscription dates must include the dates selected on the subscription items.

(2) The number of occurrences is a global number. With the dates you cannot force another number of occurrences on the subscription items to make a more detailed division.

5. Click on Create subscription.

That's it, your subscription is created:

Axel and Candace are reassured to know how it all works thanks to Linda.