Adding Line Items to an Existing Subscription

To add items to an existing subscription, enable the Add-On Items feature. See Enabling SuiteBilling Features.

You can add new line items to a subscription at any time, including after it starts. On the subscription's Lines subtab, in the Catalog Type column, new line items are identified as Add-On. After adding an add-on item, the item follows the same workflow as any other subscription line item.

You can add multiple subscription line items at one time.

Add-on items are optional. You set their prices while you create it. There is no predefined pricing. You can add any service or non-inventory item from the subscription catalog to a subscription. After saving, an add-on item is treated like any other subscription line item and can be moved to Pending Activation status, then activated.

You can prorate committed or recurring add-on items, but not one-time, overage, or usage items. You can prorate charges by month or day.

Note:

The Prorate By setting can be changed only when the recurring subscription item is in Draft status.

For commit plus overage services, the commitment quantity is prorated based on the prorate setting, not the amounts.

Example:

The following table shows the difference in charges with Proration By Day checked versus Proration By Month for a 12–month contract:

 

Jan.

Feb.

Mar.

Apr.

May

June

July

Aug.

Sept.

Oct.

Nov.

Dec.

Days in Month

31

28

31

30

31

30

31

31

30

31

30

31

Monthly Charge with Prorate By Day

1,019.18

920.55

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

1,019.18

Monthly Charge with Prorate By Month

1,000

1,000

1,000

1,000

1,000

1,000

1,000

1,000

1,000

1,000

1,000

1,000

For more information and an example, see Proration Options.

Included quantity multipliers aren't permitted for usage-based add-on items. You can't define recurring add-on items as an included quantity multiplier for any usage line items. For more information about pricing, see Creating Price Books.

To add a new line item to a subscription:

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

  2. Click the subscription name to edit.

    Tip:

    To find the subscription, you can:

    • Look in the Recent Records tab for recently completed subscriptions

    • Enter the subscription name or subscription ID into the Global Search field

  3. On the Subscription record, click Edit.

    A new item with the Catalog Type set to Add-On appears at the bottom of the page.

  4. On the Lines subtab, complete the information for the add-on item:

    1. In the Item column, choose the item you want to add.

    2. In the Subscription Line Type column, choose the appropriate line type: One Time, Recurring, Usage , or Commit Plus Overage.

      Using the Commit Plus Overage line type, you can charge in advance for a committed usage quantity and charge for overage if more is used than the committed quantity.

      After an add-on item line is saved, the line type can't change even if the line is still in Draft status. For example, if the add-on line is saved as a recurring line type, it can't subsequently be edited and changed to a usage line type. Any change to line type is stopped after the add-on is saved.

    3. Review the following fields and update the values if needed:

      • Include – The preference is checked by default to include this item in the subscription.

      • Billing Mode – From the list, choose the required billing mode: In Advance or In Arrears.

      • Prorate Start Date and Prorate End Date – Click in the field to show the checkbox. Turn proration on or off as needed.

      • Include in Renewal Subscription – Click in the field to show the checkbox. Check the checkbox to include this item in any future renewals.

      • Revenue Recognition Option – Choose one of the following options:

        • One Time – Choose this option if it is showing to recognize revenue once at the start of the term (for example, for setup fees).

        • Over subscription term – Choose this option to recognize revenue over the term of the subscription.

    4. Click Add.

  5. On the Pricing subtab, add pricing information for the new line item:

    1. In the Charge Frequency column, for recurring, usage, or commit plus overage line items, choose the appropriate charge frequency: monthly, weekly, or annually.

      For commit plus overage service types only, set the overage charge frequency, overage repeat every, overage price.

    2. In the Repeat Every column, choose the appropriate option.

      Tip:

      For a monthly charge frequency, in the Charge Frequency column, choose Monthly, and in the Repeat Every column, select 1. For a quarterly charge frequency, in the Charge Frequency column, choose Repeat Every Monthly, and in the Repeat Every column, select 3.

      The Repeat Every column on the subscription pricing line is an integer field. Repeat Every can be any positive integer, so you can create non-standard charge frequencies as needed. Repeat Every must be a positive integer between 1-120 for Weekly charge frequency, between 1-120 for Monthly charge frequency, or between 1-10 for Annual charge frequency.

    3. Click the edit icon.

    4. In the Pricing Option column, select Fixed Amount or Rate.

    5. In the Value column, enter the price.

    6. In the Prorate By column, if desired, change the default setting from Day to Month.

      For example, a 12–month subscription costs $12,000 and is billed monthly, but only 11 months are active. With the default setting of Prorate By Day, the monthly charge is $1098.08. If you choose Prorate By Month instead, the charge for each month is rounded to $1,000.

    7. Complete any additional optional fields.

    8. Click Save.

      For more information about pricing, see Creating Price Plans.

  6. Repeat these steps for each additional add-on item.

  7. When you finish adding items, click Save.

Related Topics

General Notices