Subscription lines for items
On the Item Card page, you can set up items so that when they're used in a sales document, they either bring additional subscription lines with them or they represent subscription lines themselves. The setting for this in the Subscription Option field on the Prices and Sales FastTab.
The following table describes the available options.
| Option | Meaning |
|---|---|
| No Subscription | The item is for sale only and does not use subscription lines or contracts. This is the default option. It's also used when subscription billing isn't used. For items with this setting, subscriptions aren't created upon delivery, and you can't create them manually. |
| Sales with Subscription | The item can be sold with additional subscription lines. If additional subscription lines are stored, these are used either automatically (Default is selected in the assigned subscription line package) or on request in the sales process. For items with this setting, a subscription is created automatically upon delivery. |
| Subscription Item | The item can be used in a sales document, but invoicing is done only through the contract in the form of subscription lines. When a sales order line is delivered, it's set as Invoiced. You can select this option only if the item's Type is Non-Inventory. For items with this setting, a subscription is created automatically upon delivery. |
| Invoicing Item | The item is used for billing additional subscription lines sold for another item. You can select this option only if the item's Type is Non-Inventory. This item can't be used on document lines. For example, on sales quotes, sales orders, sales invoice, purchase invoices, and so on. You can't create subscriptions for items with this setting. |
Subscription lines
On the Items and Item Card pages, you can access subscription lines in the Subscription Packages FactBox. In addition to the name of the subscription package, the FactBox also shows whether the respective subscription package is marked as Standard. If an item marked as standard is used in the sales process, all the services from the corresponding subscription packages are transferred to the sales item in the document. To learn more, go to Sales with subscription lines.
Clicking on the header of the FactBox opens the Item Subscription Packages page. The page provides an overview of all subscription packages stored for the item, including the details in subscription package lines. For visual assignment, the subscription package lines for the selected package display in bold. For example, this cue is helpful if there are several subscription line packages for the item. To add a subscription line package to an item, insert in a new line. If you delete a line, the subscription lines aren't available for sales orders or quotes.
Similar to the FactBox, you can also use the Subscription Packages action to access the subscription lines for items.