Generate a subscription from an opportunity

Linda just showed Candace and Axel how to create a quotation from an opportunity. Now she wants to show how to create a subscription. She already gives the information that this process is also possible from the quotation object: Quotations - Generating a subscription

In order to generate a subscription from an opportunity, please add the Subscription button following the procedure described in this article Add Frisbii to your org

Why creating a subscription from an opportunity?

The purpose of this operation is to transfer the information present in the opportunity and opportunity products into the subscription and subscription items.

Which fields are reported on the subscription?

Here is a list of fields that are taken from the quotation over into the subscription:

Opportunity <> Subscription	Opportunity Product <> Subscription Line Item
Account Accounting Data Corporate Name Price Book Contact Start Date Invoicing Period Start Date Payment Term Payment Method Frequency Your Ref. Language	Product Code Start Date End Date Total Amount incl. VAT Line Description First Invoice Only List Price Sales Price Total Price Product Quantity Discount Line Item Discount (%) VAT Rate

Creating the subscription from the opportunity

Steps

Go to the Opportunity tab.
Open the opportunity 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: