General

Set up parameters to create subscription fee transactions.

Batch

Run a batch recurrence job for creating subscription fee transactions.

Subscription type

Select from the following settings:

• Regular- The period code is mandatory. The subscription transactions are created for the invoicing period defined by the period code that you select.

Note
You can only select from and to dates according to the periods generated for the period code.

• Non - Regular- You can create subscription transactions that do not start or end on the start or end dates of the period code. You define the subscription period in the From dateand To datefields, and the number of transactions that can be created for this period is controlled by the period code of the subscription group. For an example, click Non-regular subscription type.

• Reduction days- Reduces already-posted subscription transactions by a specified number of days. You can run this job on subscription transactions even if they have been posted or invoiced. For an example, click Reduction days example.

• Price change- Change the price of a subscription transaction by specifying a positive or negative percentage to change the subscription transaction price. You can create a price-change transaction for a posted but not invoiced transaction or for an invoiced transaction:

  • Posted but not invoiced transaction - Both the original amount and the changed amount appear on the same invoice as different lines. The lines are then added for a total.

  • Invoiced transaction - An additional transaction is generated and either an invoice or a credit note is created for the customer.

Period code

Select the frequency with which subscription transactions are to be created. For example, if you select a quarterly period code, then subscription transactions are only created for subscriptions with this period code.

Note
If you create subscription transactions from the subscription group or from a subscription, then the period code for the current subscription or subscription group is automatically entered in the Period codefield.

From dateand To date

Displays the start or end date for a subscription transaction. The contents of these fields varies depending on what you have selected in the Subscription typefield:

• Regular- The from and to dates are displayed according to the period code. If, for example, you select a quarterly period code, the interval between the from and to dates is a quarter.

• Nonregular- Creating subscription transactions is not controlled by the periods. You can specify any dates.

Continuous

If you select this check box, subscription transactions are only created if the end date of the last subscription transaction falls one day before the from date that you specify. This function only affects creating subscription transactions if the Subscription typeis either Regularor Non - Regulartype. For an example, click Subscription periods example.

Get pricing from

Select the following options from the list:

• None- No price is selected for subscription transactions. If you try to create a subscription transaction using this setting, you are prompted to make a selection.

• Price setting- The price used is taken from the price setup in the Sales price - Subscription form that applies to the current subscription.

• Indexed base price- The price is the base price multiplied by any percentage specified in the Indexfield in the Service subscriptions form. For an example, click About indexed sales prices.

Percent price change

Specify a percentage, positive or negative, by which to multiply the values calculated for the Price settingor the Indexed base priceoptions.

Overwrite transaction text

Enter a free text description of the transaction. If you do not enter a transaction text, the text defaults from the subscription itself.

Posting date

Posting date on the subscription fee transaction. The posting date is used for invoicing.

Print created subscriptions

Select this check box to automatically generate a report when subscription transactions are generated.

Show Infolog

Select this check box to display an Infolog notifying you that transactions have been created.

Allow zero sales price

Select this check box to generate subscription transactions for a subscription even though the sales price is zero (0.00).