Subscription Management

Subscriptions in Work 365 represent the recurring revenue for a Billing Relationship.

  • Subscriptions can be created directly by looking up a Product in the Product Catalog
  • Subscriptions must have a
  • When creating a Subscription in the System it must be associated with a Customer and a Billing Contract.
  • When a Subscription is Active it will be included in an Invoice,
  • When a Subscription is Inactive(Suspended) it will stop getting included in Invoice after all the Active License Change Logs are invoiced
  • Subscription quantities can be changed through the Subscription form. The changes to the Subscriptions are tracked against the
    License Change Log record
  • A License Change Log Record is created every change made to a Subscription
  • Billing for a Subscription is based on the data in the License Change Log Record.
  • The License Change Log and the Subscription Records have a strong dependency and the License Change Log represents the entire life cycle of a Subscription.
  • The currency and pricing for the Subscription can be independent of the Billing Contract.

Best Practices:

  1. When a Subscription change is made - review the resulting License Change Logs
  2. Do not delete Subscriptions - deactivate them if you dont need them anymore
  3. Use the Effective Date on the Subscription to indicate when Billing should start
  4. Changing the fields listed below after the Subscriptions has been billed can have adverse or unintended consequences:
    1. Sales Unit
    2. Provider