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Field reference

Subscription Plan

How to use Subscription Plan in Recurring Billing: access, working steps, fields, related records and troubleshooting.

Finance & AccountingUpdated 12 October 2026Configuration-aware guidance
Open Subscription Plan ↗Module guide

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: Plan Name, Currency, Item, Subscription Price Based On, Billing Interval, Billing Interval Count.

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

  1. Open Subscription Plan from Finance & Accounting → Recurring Billing, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. 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.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. 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.

FieldType / behaviorHow to use it
Plan Nameplan_nameData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
CurrencycurrencyLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Currency

ItemitemLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Item

Subscription Price Based Onprice_determinationSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Fixed Rate
  • Based On Price List
  • Monthly Rate
CostcostCurrency
Optional		Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value.
Price Listprice_listLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Price List

Billing Intervalbilling_intervalSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Day
  • Week
  • Month
  • Year
Billing Interval Countbilling_interval_countInt
Required		Number of intervals for the interval field e.g if Interval is 'Days' and Billing Interval Count is 3, invoices will be generated every 3 days
Product Price IDproduct_price_idData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Payment Gatewaypayment_gatewayLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Payment Gateway Account

Cost Centercost_centerLink
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

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.
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