Creating a Subscription from a Transaction

After setting up the billing account and subscription plan, you can create a subscription from an opportunity, estimate, or sales order.

If you convert an opportunity to an estimate, the subscription carries over to the estimate.
If you convert an estimate to a sales order, the subscription carries over to the sales order.

To create a subscription from a transaction, you can use either of the following approaches:

Add a saved subscription to the transaction. Use this approach if you intend to send the sales transaction to the customer.
Create a new sales transaction. Use this approach if you intend to use the transaction to synchronize with sales or to move lines to Pending Activation.

To create a subscription from a transaction:

On the transaction record, select the customer for which you want to create a subscription.

Tip:
You can use the Quick Search portlet or Recent Records portlet to find the desired customer record.
Complete any required fields based on your transaction type.
On the Items subtab, from the Subscription list, select the subscription you want to add, or select New to create a new subscription.

Tip:
Select a subscription to add if you plan to send the sales transaction to the customer. Select New if you plan to use the transaction to synchronize with sales or move lines to Pending Activation. See Updating a Subscription on a Transaction and Activating a Subscription.

Note:
Only draft subscriptions are available to add to sales transactions.
If you select an existing subscription, click Save.
If you select -New–:
1. Enter a Subscription Name.
2. From the Billing Account list, select the billing account you want to use.
  
  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 the subscription plan you want to use or select New to create a new subscription plan.
  
  Note:
  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 create a subscription without a subscription plan or price book, see Optional Subscription Plan and Price Book.
4. (Optional) On the subscription Renewal subtab, you can define the renewal 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.
5. From the Initial Term list, select an initial term for the subscription.
6. Enter or select a Start Date.
Click Add to add the subscription to the transaction.
Click Save.

If you enabled the Setting Optional Preferences preference, approve the sales order.

NetSuite automatically moves all subscription lines to Pending Activation.

For information about creating a new subscription plan, see Creating Subscription Plans.

To create a subscription from a transaction:

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