All the components used to make a subscription are included in a subscription plan. These things include usage, commit plus overage, one-time payments, and recurring services. Generate item records for the products and services that sell as part of subscriptions before you can build a subscription plan.
To create an item for a subscription plan:
- Go to Lists > Accounting > Items > New.
- Subscription items must be either a non-inventory item or a service item for sale. Other item types are not available on subscription plans.
- Add necessary fields.
- Clear the Can Be Fulfilled/Received box. (For non-inventory items, this box is checked by default, and you must clear it. For service items, this box is cleared by default.)
- Click Save.
Define the Class, Department, and Location fields on the Subscription and Subscription Line records in the Draft or Pending Activation status.
- If the Item record has values in any of these fields, that field on the Subscription Line record shows the Item record’s values.
- If the Item record does not have a value for any of these fields, NetSuite checks the subscription plan, and the field on the Subscription Line record shows its subscription plan value, if any.
- If a field does not have a value in the subscription plan, NetSuite checks the billing account, and the field on the Subscription Line record shows those values, if any.
- If the Item record, subscription plan, and billing account do not have values in these fields, they are empty on the Subscription Line record.