Subscription Management

Subscriptions in Work 365 represent the recurring revenue for a Billing Relationship.

• Subscriptions can be created directly by looking up a Product Price Item
• Subscriptions must have a Provider
• When creating a Subscription in the System it must be associated with a Customer and a Billing Contract.
• When a Subscription is Active and Billable it will be included in an Invoice,
• When a Subscription is Inactive(Suspended) it will stop getting included in Invoice after all the Active License Change Logs are invoiced
• Subscription quantities can be changed through the Subscription form. The changes to the Subscriptions are tracked against the License Change Log record
• A License Change Log Record is created every change made to a Subscription
• Billing for a Subscription is based on the data in the License Change Log Record.
• The License Change Log and the Subscription Records have a strong dependency and the License Change Log represents the entire life cycle of a Subscription.
• The currency and pricing for the Subscription can be independent of the Billing Contract.
• The Effective Price on the Subscription is what will be used in the Invoicing logic

Subscription Provisioning

Scheduled subscription provisioning LCL/ SLCL will be scheduled for the time zone set in the configuration.

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If Default time zone is not configured, system will consider "UTC" as a default time zone for the tenant.

Subscription is scheduled based on the value for 'Effective' field.
Immediately: For any changes on the subscription, if user selects 'effective' field as Immediately then LCL provisioning will be schedule immediately.
Custom: Changes will be schedule based on the change type.
On Renewal If the renewal is on a future date a Scheduled License Change Log will be created

To review the scheduled provisioning time of the refer 'Scheduled For' on Jobs subscription.

Best Practices:

1. When a Subscription change is made - review the resulting License Change Logs
2. Do not delete Subscriptions - deactivate them if you don't need them anymore
3. Use the Effective Date on the Subscription to indicate when Billing should start
4. Changing the "Retail Price" field or the Pricing Strategy will change Effective Price field.