Create subscription – using copy of existing subscription

Overall understanding of Subscriptions
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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Subscription Management" which is available at Microsoft AppSource. Click to visit AppSource. Subscription Management

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Presenter: Mette Thavlov Neukirch

For some, it might not make sense to use actual templates that they can copy, like I have here, and which I show in another video.

This is what happens in the video

But it might still make sense to use the copy functionality, because you can also copy existing subscriptions on another customer or on the same customer.

So if for example, I know that this subscription here is very similar to the one I’m going to create now, I can just create new here.

And then, I will go and find the copy function.

It’s called copy document, and since we’re building on standard functionality for blanket orders, the document type, when I copy a new subscription should always be blanket order.

Then in document number, I can choose that I want to copy this one on the customer discount bikes Paris.

I’ll say okay.

If it’s the same customer, it makes sense to copy the header, because then it will get the customer number and everything.

And then I can decide if it needs to recalculate the lines.

I won’t do that here. But in some cases, it might be relevant.

So here we are, I copied the other subscription.

And of course, I can make additional lines or I can adjust the prices.

But this is an easy way if I need to create another type of subscription on the same customer or I want to reuse the lines.

And then remember that you can decide if you want to copy the header and lines.

And that’s just a yes or no when you run the copy function.

And there, now I’ve copied an existing subscription, which could save time on creating new ones.