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Building the subscription content

Once a new Subscription (SUB) is registered, the Subscription window is displayed. From here you may create a Sales Quote (CQU) document to hold information about the products and prices that the subscription consists of.

Here you may also add the subscription to a group. The groups are defined by JHC.

  1. To open the Subscription (SUB) application, find Sales in the RamBase menu and then Subscriptions. Click Subscription management to enter the SUB application.

  2. Highlight a SUB and press ENTER.

  3. Enter the Quotes folder.

  4. Click the Create CQU icon in the lower left-hand corner.

  5. This opens the Create Sales Quote popup, where you need to enter:

    1. ValidFrom: Enter the date the subscription starts.

    2. ValidTo: Enter the date the subscription ends.

  6. Click the OK button. This opens a Sales Quote (CQU) flagged as Subscription.

  7. Follow standard RamBase procedures to add products.

  8. When you are finished, press F12 to open the action menu and choose the option Forward to Customer.

  9. Repeat the process if more than one CQU is required. This is normally done for subscriptions of type PERIODICAL where you need to change the products for each period.

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