Subscription lines of a quote go to Subscriptions

What moves

When a quote includes a subscription line and you hold Subscriptions, the order carries the other lines and Subscriptions creates the subscription.

Before you start

• Subscriptions and Sales Orders in your plan
• Subscriptions, Sales Orders and CRM in your plan

Step by step

1. Sales repCRM & Sales Pipeline

   Accepts a quote with goods and a subscription line.

   You see:The quote is accepted.

2. SystemSales Orders & Fulfilment

   Creates the order without the subscription line.

   You see:The subscription line is not on the order.

3. SystemSubscriptions & Licensing

   Creates a draft subscription from its own line.

   You see:The subscription appears in Subscriptions.

Related

• Sales Orders & Fulfilment
• Subscriptions & Licensing
• The Copilot works your order desk
• The deal's timeline shows the delivery
• A completed return drafts a credit note
• A shortage is cleared by the warehouse and purchasing
• An online order is picked and shipped by the warehouse
• Connections between modules