Field reference
Subscription
How to use Subscription in Recurring Billing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Configure subscription and recurring transaction rules only after reviewing the base document, interval and dates. Confirm whether the schedule creates drafts or submitted documents and who monitors exceptions.
This page is a record page in Finance & Accounting → Recurring Billing. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Party Type, Party, Generate Invoice At, Plans.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Subscription from Finance & Accounting → Recurring Billing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Party Typeparty_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Partyparty | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Subscription Start Datestart_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Subscription End Dateend_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Cancelation Datecancelation_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Trial Period Start Datetrial_period_start | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Trial Period End Datetrial_period_end | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Follow Calendar Monthsfollow_calendar_months | Check Optional | If this is checked subsequent new invoices will be created on calendar month and quarter start dates irrespective of current invoice start date |
Generate New Invoices Past Due Dategenerate_new_invoices_past_due_date | Check Optional | New invoices will be generated as per schedule even if current invoices are unpaid or past due date |
Submit Generated Invoicessubmit_invoice | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Current Invoice Start Datecurrent_invoice_start | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Current Invoice End Datecurrent_invoice_end | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Days Until Duedays_until_due | Int Optional | Number of days that the subscriber has to pay invoices generated by this subscription |
Generate Invoice Atgenerate_invoice_at | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Number of Daysnumber_of_days | Int Optional | Enter a whole-number value. |
Cancel At End Of Periodcancel_at_period_end | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Plansplans | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Subscription Plan Detail |
Sales Taxes and Charges Templatesales_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Purchase Taxes and Charges Templatepurchase_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Taxes and Charges Template |
Apply Additional Discount Onapply_additional_discount | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Additional Discount Percentageadditional_discount_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Additional Discount Amountadditional_discount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Child tables
Plans — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Planplan | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Subscription Plan |
Quantityqty | Int Required | Enter a whole-number value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.