- Revision History
- Overview
- Subscription Management
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- Subscription Management
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- Enable Minimum Commit for Asset based Meters
- Generate Future Bill Lines for Evergreen Subscriptions
- Configurable Renewal Consolidation Rules based on Custom and Additional Standard Attributes
- Specify Balance Type of Manual Credit Memo
- Request for Approving Transaction from Invoice Workbench
- Update Subscription without Amendment
- Bill Total Charge Amount for One Time Charge
- Manage Allowances on Various Subscription Life Cycle Events
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- Subscription Management
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 02 JUN 2023 | Created initial document. |
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Enable Minimum Commit for Asset based Meters
You can specify minimum amount, minimum quantity and estimation fields for a usage charge that is associated with an asset based meter.
Generate Future Bill Lines for Evergreen Subscriptions
You can now generate bill lines into the future for evergreen subscriptions and termed subscriptions with a pricing term. A new ESS job Generate Bill Lines for Evergreen Subscriptions and Subscriptions with Pricing Terms will enable you to create bill lines into the future for subscriptions till a certain date into the future. Parameters in the ESS job will help you select specific subscriptions. So, now you can invoice your customers for future billing periods and apply payments to them.
Configurable Renewal Consolidation Rules based on Custom and Additional Standard Attributes
You can use Bill-to Customer and Ship-to Account in addition to the existing criteria for renewal consolidation. You can additionally have one or more subscription product level custom attributes as renewal consolidation criteria.
Specify Balance Type of Manual Credit Memo
You can now select the balance type of a manual credit memo. You can select a positive or a negative balance when you create a manual credit memo. Subscription management will automatically prefix the sign to the credit balance. This way, you can choose the correct sign of the credit memo based on your intent of creating the credit memo.
Request for Approving Transaction from Invoice Workbench
You can now request for approval to complete the Invoice transaction from the Invoice Workbench. Based on the approval rules of your organization you may setup different rules for approval using the attributes of the subscription and the invoice. Upon approval of the request the invoice transaction is marked as Complete.
You also withdraw the request for approval. You can also bypass the request for approval based on privilege assigned to you. The Invoice Workbench will show the status of the approval request. Upon rejection you can resubmit for approval.
Update Subscription without Amendment
You can now update customer, billing and shipping information on a subscription without amending the subscription. You can update the bill-to-contact name, bill-to account, bill-to customer and bill-to site at subscription header. The ship-to party, bill-to account, bill-to customer, ship-to account, ship-to contact, bill-to contact, bill-to site and ship-to site can be updated in the subscription product line. These fields will be updatable when the subscription is in Under Amendment, Active, Expired and Closed status.
The profile option Update Customer without Amendment Allowed should be set to 'Yes' if you want to update these fields in the subscription without amending the subscription.
Bill Total Charge Amount for One Time Charge
Define the total charge amount for the entire subscription term. You can specify the amount you want to bill for a given one time charge. Any difference between the total charge amount provided by you and what's billed by the application is reconciled by making a billing adjustment for the last billing period.
Manage Allowances on Various Subscription Life Cycle Events
This feature enables the carrying forward of the entitlement plan and adjustment of allowances during various subscription lifecycle events such as renewal, amendment, close, suspend and resume.