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
Provider - 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:
- When a Subscription change is made - review the resulting License Change Logs
- Do not delete Subscriptions - deactivate them if you dont need them anymore
- Use the Effective Date on the Subscription to indicate when Billing should start
- Changing the fields listed below after the Subscriptions has been billed can have adverse or unintended consequences:
- Sales Unit
- Provider
Updated 5 months ago