Creating a New Stand-alone Subscription

To create a new stand-alone subscription:

1. Go to Transactions > Subscriptions > Create Subscriptions.

2. 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.

     Note:

     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.

   • You can set a subsidiary to use in a new billing account before creating it. If the customer has subsidiaries, indicate them as follows:

     • 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-.

   • You can set a currency to use in a new billing account before creating it. Indicate the currency as follows:

     • 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-.

   • (Optional) You can create a subscription without a billing account until you activate the subscription. You can select a billing account from the list in the Billing Account field, or to create a new billing account, click the plus icon and select -New-. To create a create a new billing account, follow the instructions in Creating Billing Accounts.

     On the Subscription record, the Customer, Subsidiary, and Currency fields are required for creating a billing account. When you have selected a customer on the Subscription record, the Billing Account field contains the customer’s default billing account. When all lines in the subscription are in Draft or Pending Activation status, you can change the billing account to another billing account for the same customer. When you select a billing account, the Subsidiary and Currency fields are read only and contain the values for those fields from the billing account.

     The billing account is not required on default forms. Any automation or import templates work when you set a billing account value when you create the subscription.

     You cannot activate a subscription until you select a billing account that matches the values of the Customer, Currency, and Subsidiary fields on the Subscription record.

   Note:

   To ensure accurate data, select the Billing Account, Customer, or Subsidiary before selecting the subscription plan and price book

3. From the Subscription Plan list, select a subscription plan. The Subscription Plan field lists the subscription plans for the selected billing account. If you have not selected a billing account, you must select values for the Currency and Subsidiary fields to select a subscription plan.

   Only subscription plans with price books in the currency that corresponds to the selected price book currency are available to select.

4. If required, from the Price Book list, choose a different price book.

5. From the Initial Term list, select a term, or select -New- to define a different term.

6. In the Start Date field, enter or select a start date for the subscription. The default value is today’s date.

7. You can define the Class, Department, and Location fields on the Subscription records in the Draft or Pending Activation status. These fields, located in the Plan and Term section, are useful for reporting. The values of these fields are automatically populated in the following order:

   1. 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.

   2. 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.

   3. If neither the subscription plan nor the billing account have values in these fields, they are empty on the Subscription record.

      If the Subscription or Subscription Line record is in Draft status, you can change the values of the Class, Department, and Location fields. When the Subscription or Subscription Line record is in Pending Activation or Active status, you cannot change the values of the Class, Department, and Location fields.

      The Lines tab of the Subscription record also has Class, Department, and Location columns.

8. If required, define one or more add-on items. See Adding Line Items to an Existing Subscription.

9. If Advanced Revenue Recognition is enabled, set revenue recognition options. To enable Advanced Revenue Recognition, see Enabling the Revenue Recognition Feature.

   If Advanced Revenue Recognition is enabled and the subscription term is evergreen, the Estimated Revenue Recommended End Date field is used as the end date for recognizing revenue.

10. If you want to apply a discount, do so now.

    You can apply discounts at both the subscription plan and the subscription line item levels. You can apply discounts to one-time, usage, commit plus overage, and recurring subscription line items. Discounts apply to all line types and all pricing options.

    You can apply a discount to a subscription only when it is in the Draft state. After a subscription is activated, you cannot apply a discount. To apply a discount to a draft subscription, edit the discount field in-line. After a subscription is in the Active state, you can apply discounts only using a Modify Pricing Change Order.

    Charges and invoices dynamically display the net charge amount after discount. Therefore, there are no associated discount line items on an invoice.

    1. Go to Transactions > Subscriptions > Create Subscriptions > List.

    2. For the draft subscription to which you want to add a discount, click the subscription name or View.

    3. On the subscription record, click Edit.

    4. For the subscription line item to which you want to add a discount, enter the discount:

       • You can enter a discount between 0 and 100.

       • To enter a percentage discount, include the percent sign (%), for example, 50%.

       • To enter a flat rate discount, do not include any notation, for example, 50.

       • Negative discounts and discounts above 100% are not permitted.

    5. To add discount to an active subscription, see Modifying Pricing.

11. On the subscription plan Renewal subtab, you can define the renewal date and default percentage uplift to apply to the original subscription. See Adding Renewal Information to Subscription Plans to learn how the default from subscription populates the renewal.

    Note:

    After you click Save, you cannot change the subscription’s customer, currency, or subsidiary. In this case, you must create a new subscription.

12. On the subscription Uplift tab, you can define the Uplift Percent to increase the price and interval creation using the combination of the Uplift Frequency and Repeat Every fields. Uplift intervals are created in the Pricing subtab with an increase in price using the uplift values after saving the subscription. See Uplift Pricing to learn more about uplift for subscriptions.

13. Click Save.

Optional Subscription Plan and Price Book

A subscription plan and price book are not required when creating a subscription using the standard form. You can create a subscription using only add-on item lines, which reduces the complexity of creating a subscription.

To use CSV or scripting to create a subscription without a subscription plan or price book, leave each of these fields blank on the form or null on the script.

If you want to make the subscription plan or price book fields required, create a custom subscription form that requires those fields.

After completing the preceding instructions, the custom form requires values to be selected for the Subscription Plan and Price Book fields.

Uplift Pricing

You can use uplift pricing to define a percent price increase annually or monthly during the term of the subscription and at the time of renewal. The price increases are automatically applied after you define them on the Uplift or Renewal subtab. You can define uplift on a subscription plan that defaults back to the subscription.

On the subscription Uplift subtab, you can define the Uplift Percent to increase the price and create intervals using both the Uplift Frequency and Repeat Every fields. When you save the subscription in the pricing subtab, uplift intervals are created with an increase in price using the uplift values. Uplift intervals update, delete, or generate a new line if Uplift Percent, Uplift Frequency, or Repeat Every field values are adjusted in the Uplift subtab:

• Uplift Percent – Input a percent value to increase the price of each interval after the initial interval.

• Uplift Frequency – Choose when a new uplifted interval is created on a monthly or annual basis.

• Repeat Every – Choose the cadence on how many months or years an uplift interval will be generated.

• Uplift Start Date – A read-only column that shows the first three intervals to be created using the values you have input.

Uplift percent can be updated for uplift lines or added to time-based pricing lines to increase the price when the line is in a draft status or through modifying pricing when the line is active. Uplift cannot be added to one-time lines or lines using the total interval value instead of the price plan.

Any subscriptions that are active before enabling uplift pricing cannot use the percent uplift when modifying pricing. Uplift pricing works only on new subscriptions or subscriptions in the draft status. To use the percent uplift column in a modify pricing change order on a subscription that was active before the uplift pricing feature was enabled, either renew the existing subscription or create a new subscription.

The following image is the Uplift subtab before saving the subscription.

The following image is the Pricing subtab before saving the subscription.

The following image is the Pricing subtab after saving the subscription.

Editing a Draft Subscription

You can edit a Subscription record that is in Draft status.

Customizing the Pricing Sublist Fields on Subscriptions

You can customize the sublist fields on the Pricing tab. With the subscription in Edit mode, click the customization link and go to the Sublist Fields tab. You can reorder, relabel, and hide fields. Line Number, Item, Quantity, and Price cannot be hidden.

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