Create a service item for subscription

Configuration of Subscription Management
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics 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

If I wish to create a new item for my subscription, I can of course go to the item list like I’ve done here, I’ve made a filter, so it only sees the items of type service.

This is what happens in the video

And I can click new.

In this company, we use item templates, and we do have one for service items so I will choose that one.

Because I used a template, the system have generated a number based on the number series setup.

It’s already marked as a service item and it has a base unit of measure and posting groups.

And I just need to enter the description here, and the other two items I had were for a yearly membership of a club and a monthly.

So let’s say I would like to create a quarterly membership item.

And I copied the text from one of the other ones, and I will just say here that it’s quarterly.

Click somewhere else.

I do have an option to set up a default deferral template.

So if I have a template for quarterly sales deferrals, I can add it here, but I can also just do it in the subscription, but of course, if it needs to be deferred the same way always this item, I can add it here.

But in this case, we can say that I will set up a deferral template and I have one for sale deferral over three months.

And this will be inherited now when I add the item on my subscription.

And there we have it, we now have the quarterly item, and I can go to my subscription and add this item if I needed.

I didn’t add a price on this specific item, but of course you can do that so it inherits the standard unit price.

That’s just like you’re used to setting up prices on items.