CE Integration Processes

View and Edit MS Subscription Billing Schedules

  1. Open Sales hub app.

  2. Go to Advanced Subscription > Billing schedules

  3. Open a Billing schedule

 

Create Independent Billing Schedules

  1. Open Sales hub app.

  2. Go to Advanced Subscription > Billing schedules

  3. Click on New.

  4. Enter the billing header information. The billing line grid will not appear until the billing header is saved.

  5. Once the billing header is saved and the billing line grid appears, add billing schedule line.

 

Set up a Billing Schedule Within a CE Quote

  1. Open Sales hub app

  2. Go to Collaterals > Quote

  3. Click New to create new quote.

  4. Enter the quote header information.

  5. Add products to the quote detail grid.

  6. Go to Subscription tab. Mark it as Subscription enabled.

  7. Enter the billing schedule header information.

  8. Once the header is saved, the product grid/schedule line will appear.

  9. Within the grid, all products entered in the quote detail will appear. But only Existing product/Standard items can be marked as Subscription.

  10. Once a line is marked as Subscription, all fields related to subscription will be editable. The default pricing method for subscription line is Flat. This is to preserve the Unit price when a billing schedule is created.

  11. Price adjustments can also be added at this point. Select a row and click on Price adjustments.

 

Create a Billing Schedule and/or Sales Order from a Quote

  1. Activate the quote.

  2. Click on Create Order.

  3. If the quote is not marked as Subscription enabled, the normal process will proceed. The Close quote dialog will appear.

  4. If the quote is subscription enabled, the Quote billing schedule wizard will appear.

  5. The user will have to go through each step to verify the information entered.

  6. At the last step, similar dialog to Close quote will appear. The Status reason will be defaulted to won and will not be editable.

  7. When the user clicks OK, a billing schedule and/or Sales order will be created.

  8. The billing schedule created through this process will automatically reflect on MS Subscription billing in F&O.

 

Billing Header Mandatory Fields

  • Billing schedule group – can be defaulted in parameters

  • Customer Account - Invoice Account defaults from customer

  • Billing Start Date

  • Number of Periods

  • Billing End Date – can default in from Number of periods