Configuring › Accounting Configuration Options › Manage Subscriptions

Manage Subscriptions

You can set subscription options that apply to services, service option groups, and service option elements. By default, these settings apply to all accounts. In addition, however, you can specify custom settings for one or more selected accounts.

To manage subscriptions

1. Click Accounting, Configuration.

   The Accounting Configuration page appears. On the left, in the Menu under the main menu, Options is selected by default. On the right, links appear for each category (subset) of the accounting configuration options.

2. Review the top (Welcome) line of the page for the name of the current business unit, and do one of the following:
   • To manage subscription options for a different business unit, change the business unit before performing the next step
   • To manage subscription options for the current business unit, go directly to the next step
3. Click Subscription Management in the Menu on the left under the main menu.

   The Subscription Decision Tree appears on the right, replacing the links for the accounting configuration categories.

4. Decide whether to update subscription options for all accounts in the business unit or only one more selected accounts. In either case, also decide whether to update subscription options for a specific service, service option group, or service option element.

   To help you decide, review the following order of precedence:

   • A setting for a service option element overrides the setting for the service option group to which it belongs.
   • A setting for a service option group overrides the setting for the service to which it belongs.
   • A setting for a specific account overrides the corresponding setting under “All Accounts.”
5. Do one of the following:
   • Click All Accounts to apply your updates to every account in the business unit.

     The Services and Service Option Groups nodes appear, under all accounts.

   • Click Apply to Individual Account to apply the updates to only one or more selected accounts in the business unit.

     The Select Accounts dialog appears.

     Select the account or accounts you want and click OK.

     The Services and Service Option Groups nodes appear, under the selected accounts.

6. Click the Service or Services node (whichever you want to update), under either All Accounts or a selected account (whichever you specified in the previous step).
7. Drill down the Services and Service Option Group node to reach the subscription management options of interest. You can update the options for services, service option groups, and service option elements.

   Note: You can optionally specify no value for Bill In Advance field or the Effective Dates And Bill Dates field when you create an account. In that case, the system applies default settings. Consequently, the account does not appear in the Subscription Decision tree. For information about creating accounts, see the Administration Guide.

8. Update these options as needed and save your changes.
9. Repeat the previous steps to update all the subscription management options you want. You can update subscriptions for all services, service option groups, and service option elements, or only the subscriptions for specific accounts.

You have managed subscriptions.

Note: These settings apply to any sub business units of the business unit that you are updating. If a business unit has sub business units, it has its own configuration settings.