Below is a description of the lifecycle of a subscription product order:
| Task | Line Status | Fulfill Status |
|---|---|---|
| When you add a subscription product to your order | Defaults to PROFORMA | Defaults to ACTIVE |
| When PARTIAL payment is made to the subscription product (Short Pay Code = AR) | No Change to Line Status, remains in PROFORMA | No change to Fulfill Status |
| When FULL payment is made to the subscription product (Short Pay Code = AR) | Changes from PROFORMA to ACTIVE | No change to Fulfill Status |
| When an issue is fulfilled | No change to Line Status | No change to Fulfill Status |
| When you cancel a subscription product (Currently in Proforma Status) | Changes from PROFORMA to CANCELLED | No change to Fulfill Status |
| When you cancel a subscription product (Currently in Active Status) | Changes from ACTIVE to CANCELLED | No change to Fulfill Status |
| When you renew your subscription product to a new order | Old Order: Line Status = ACTIVE (or PROFORMA)
New Order: Order Status = PROFORMA, Line Status = PROFORMA |
No Change to Fulfill Status |
To access the Order Entry screen to create an order for a subscription product, perform one of the following:
· From the Home Page, click Add a new order from the Orders section.
· From the Call Center screen, click Create a New Order from the Orders task category.
· On the Start screen, click New Order from the Quick Create task category.
· On the Start screen, click Enter Orders from the Work with Orders task category.
· From the toolbar, select CRM/Orders > Order Entry > Order Entry.
From the Order Entry screen, the first step to creating a subscription product order is to add the subscription product to the order. Next, you define the necessary shipping information. Finally, you create a receipt for the order.