Show

Select whether to display all the subscriptions or only the active subscriptions from which you can create subscription transactions.

Overview tab

View subscription identification, project and category settings, and the period for which the subscription has run until the latest creation date.

General tab

View the selected subscription and information about the currency, base price, and index settings.

Transaction

Open a menu with the following item:

• Fee– Open the Fee transactionsform to access fee transactions attached to the subscription.

Setup

Open a menu with the following item:

• Sales price - Subscription– Open the Sales price - Subscriptionform to specify and view existing sales prices attached to the subscription.

Function

Open a menu with the following items:

• Create subscription fee- Open the Create subscription feeform to create subscription transactions for the subscription.

• Index subscription- Open the Index subscriptionform to update the indexed-based price for the subscription.

• Accrue subscription revenue- Open the Accrue subscription revenueform to accrue all revenue attached to invoiced subscription transactions.

Inquiries

Open a menu with the following item:

• Statistics– Open the Project statisticsform to view statistical information about the selected subscription.

Service subscription

Enter an identification of the subscription.

Project

Select a project for the subscription. Subscriptions can be attached only to time and material projects.

Subscription group

Select a subscription group. In the subscription group, a period code is defined that determines the invoicing intervals of the subscription and the accrual periods.

Fee Category

The fee category used for posting the subscription.

Fee categories are set up in the Projectmodule. Only categories that have the Subscriptioncheck box selected in the Categories form are available for subscriptions.

Start date

The start date of the first fee transaction that you created.

Latest End Date

The end date of the last fee transaction that you created.

Active

This check box is selected when the subscription is active.

Name

Enter a descriptive name for the subscription.

Sales currency

The currency in which the subscription is calculated. The currency information is inherited from the invoice project of the attached project.

Period code

The invoice period code for which the subscription is generated. The period code is inherited from the subscription group to which the subscription is attached.

Base price

The original sales price from the first subscription.

For more information, see Base price.

Index

The index used for the calculation of the indexed sales price.