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Subscription is created automatically when an Opportunity is won (Sales stage = Closed-Won) AND the Opportunity product line items has subscription products.  You may also just manually create a Subscription record.

Create an Opportunity

1.

1. Create an Opportunity.

2.

1. On Subscription details, set a Start date and End date. This will automatically set the Term (months).

   Info
   The term is computed using 12 months as base month for full term computation.

3.

1. 
   

2. On the

Product

1. Line Items section, click on

the first Item dropdown. Select products

1. Add button and select products from dialog box.

   Products can be a combination

of

1. of Subscription

and

1.  and Non-subscription

items

1.  items.

 

4.

1. Discounts

are

1.  are also treated as a product item, select if needed.
   Discounts are entered on the Products module as either Discount for Subscription or Discount for Non-subscription item.  Select as appropriate.

5.

1. Click Done.

6.

1.  Enter Quantity for subscription and non-subscription items.
   

   Amount

for

1.  for Subscription items are computed

as

1. as Quantity x Unit Price x Terms (pro-rated).

   Amount

of

1.  of Non-subscription items are computed

as

1. as Quantity x Unit Price x Full term.

7.

1.  Enter "1"

as

1. as Quantity

for

1.  for Discount items.  Enter the discount amount

on

1. on Price Unit as a negative value.

8.

1.  Enter Tax as needed.  Tax will be applied to any taxable items on the list.

9.  SubTotal

1.   Icons T for taxable and S for subscription product displays.

2.  SubTotal is computed as Subscription item amount + Non-subscription item amount - any discounts.

10. Opportunity

1.  Total is computed as Subtotal + any Tax applied to taxable items.

11.  

1.  Opportunity value is refreshed.

12.  Save

1.  Save Opportunity.

 

Automatic creation of Subscription

1.

1. Open an Opportunity record on edit mode.

2.

1. On the Sales stage field, select "Closed-Won"

3.

1. Save

opportunity

1.  opportunity

4.

1. A prompt displays that a "Subscription record will be created for this opportunity."  Click OK.

5.

1. Open the

won

1. Won opportunity record.

6.

1. On the Other Settings tab, go to Subscription

details

1. section

,

1. and click

link to created Subscription record.7.  Associated

1. the created subscription record

opens

1. .

8.

1. Validate details.
   Term, start date and end date displays.

   Info
   On Subscription, Product Line items only contains the subscription items, any subscription Discount applied, and tax if applied.

 

 

 

1. 
   

 

 

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