Creating Subscriptions with Subscription Billing Enhanced UI
After creating items, subscription plans, and price books, you can create a subscription.
For instructions on how to create the prerequisite parts of a subscription, see the following topics:
- Creating Items for Subscription Plans with Subscription Billing Enhanced UI
- Creating Subscription Plans with Subscription Billing Enhanced UI
- Creating Price Books and Price Plans for Subscription Plans
- Creating Billing Accounts
You can activate a subscription only after you create and save the subscription’s required components.
Creating subscriptions with the Subscription Billing Enhanced UI SuiteApp is the same as creating a standalone subscription using the Time-Based Pricing feature without the SuiteApp.
To create a new subscription using the Subscription Billing Enhanced UI SuiteApp:
- Go to Transactions > Subscriptions > Create Subscriptions.
- In the Primary Information section, select from the list or enter values for the following fields in any order:
- Indicate the customer for whom you are creating the subscription:
- From the Customer field, select an active customer from the list.
- To create a new customer, click the plus icon next to the Customer field and select -New-.
You can select any active customer, regardless of whether they have a billing account. When you select a customer, the Subsidiary and Currency fields contain the values you specified for those fields for that customer. When you select values for the Customer and Subsidiary and leave Currency blank, the Billing Account field shows the billing accounts that are available for that customer.
Depending on the order in which you select the values for the Customer, Subsidiary, Currency, and Billing Account fields, NetSuite fills the values of fields dependent on the Subscription and Billing Account records.
- From the list in the Subsidiary field, select an active subsidiary. NetSuite populates the Subsidiary fields of the subscription record with the field’s values from the billing account.
- You can change the subsidiary from the primary subsidiary to a secondary subsidiary. The subscription must be in Draft or Pending Activation status to change the subsidiary.
- To create a new subsidiary, click the plus icon and select -New-.
- From the list in the Currency field, select an active currency. NetSuite populates the Currency fields of the subscription record with the field’s values from the billing account.
- You can change the currency when the subscription is in Draft or Pending Activation status.
- To create a new currency, click the plus icon and select -New-.
To ensure accurate data, select the Billing Account, Customer, or Subsidiary before selecting the subscription plan and price book
- If the selected subscription plan has values in any of the Class, Department, and Location fields, the field on the subscription record shows its subscription plan value.
- If a field does not have a value in the subscription plan, NetSuite checks the billing account and the field on the subscription record shows its billing account value, if any.
- If neither the subscription plan nor the billing account have values in these fields, they are empty on the subscription record. If the subscription is in Draft status, you can change the values of the Class, Department, and Location fields. You cannot change the values in these fields when the subscription is in Pending Activation or Active status.
Note: If you enabled per-line classifications, you can also set or modify the classifications at the subscription line level. For more information, see Class, Department, and Location Fields on Subscription Lines.
Note: After you click Save, you cannot change the subscription’s customer, currency, or subsidiary. In this case, you must create a new subscription.
If a billing account that you expect to process during billing operations does not process, run billing operations a second time or schedule billing operations for a convenient time for your business. Reasons why a billing account is not processed during billing operations include:
- A charge is created after billing operations begins processing charges.
- A single billing operation can process up to 100,000 processing lines.
Running a subsequent billing operation may process any remaining invoices. For more information on Billing Operations, see Billing Operations.
After you have created the subscription, you must individually activate each line item. For more information, see Activating Subscription Line Items.
After creating the subscription, you can either associate it with a sales transaction or activate it.