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Glossary

The most important terms can be looked up in this glossary.

A

  • Additional Subscription Packages
    Subscription packages that can be selected in addition to the standard Subscription packages.
  • Amount
    Indicates the amount of a subscription line minus the discount granted.

B

  • Billing Base Period
    The period of time to which the Service Amount applies. For example, enter 1M here if the amount refers to one month or 12M if the amount refers to one year.
  • Billing Date
    The cut-off date by which subscription lines to be billed are considered.
  • Billing line
    Shows the history of billing contract lines. When you post recurring bills, they're created from the billing proposal lines.
  • Billing Proposal
    The billing lines created using one or more billing templates become a billing proposal. The proposal is the basis for creating the contract invoices.
  • Billing Proposal Lines
    Proposal lines are a preview of the billing lines. Lines for the same contract line and different billing periods are combined in the invoice.
  • Billing Rhythm
    Specifies the rhythm at which a subscription line is billed. A Dateformula can be used to set the rhythm to, for example, monthly, quarterly or annual calculation.
  • Billing Template
    The default used to determine the subscription lines to be billed.

C

  • Calculation Base %
    The percentage for calculating the price of the subscription line. 100% means that the price of the service is equal to the Calculation Base Amount.
  • Calculation Base Amount
    The base amount for calculating the price.
  • Calculation Base Type
    Indicates how the subscription line price is calculated. "Item Price" uses the list price that is stored on the item. "Document Price" uses the price from the sales document. Document Price and Discount uses the price and discount from the sales document.
  • Contract
    Contract refers to customer and vendor subscription contracts.
  • Contract Deferrals
    Costs and revenues that are posted in a specific period but relate to a future period can be deferrals. These deferrals can be displayed across the board or per contract.
  • Contract line
    Subscription lines assigned to a contract automatically create contract lines that you bill via the Recurring Billing page.
  • Contract Type
    Indicates the classification of the contract.
  • Contractor
    Customer or supplier for whom the contract is created.
  • Credit Memo Preview
    Function for creating a print preview for an unposted credit memo.
  • Customer Subscription Contract
    Customer subscription contracts can be used to retrieve and process customer-side subscription lines before before creating customer posting documents.

D

  • Detail Overview
    Specifies whether the billing details for the contract are automatically output with invoices and credit memos.

E

  • End User
    The end user is the customer to whom a subscription was sold. You specify end users for subscriptions.

I

  • Initial Term
    The Dateformula used to calculate the minimum term of subscription line. If the Initial Term is specified but you don't enter a Subsequent Term, the Service End Date is set to the end of the Initial Term.
  • Invoice Preview
    Action to create a print preview for an unposted invoice.
  • Invoicing Item
    An item so identified is used to bill extra subscription lines sold for another item.
  • Invoicing Item No.
    Indicates which item in the contract invoice is used to bill for the periodic service in a subscription package line.
  • Invoicing via
    Indicates whether the service is billed via a contract or sales document in a subscription package line.

N

  • Next Billing Date
    Indicates the date of the next possible billing in subscription lines and contract lines.

P

  • Posting document
    These documents are invoices or credit notes that aren't posted.
  • Price Group
    Specifies the customer price group (for example, in the subscription package) that is considered in pricing the subscription lines.

R

  • Recurring Billing
    This page first creates the billing proposal and then the posting documents.
  • Released
    Revenues and costs for contracts are deferred by default under certain conditions. If the deferrals were released, this is marked accordingly.

S

  • Sales Subscription Lines
    Services that are part of a line in the quote or order.
  • Subscription Item
    Can be used in sales documents, but are charged exclusively through contracts.
  • Subscription Line End Date
    Indicates the date until which the subscription line is valid.
  • Subscription Line Start Date
    The date from which the subscription lines are valid and charged.
  • Subscription Line Start Formula
    Specifies the date from which a subscription line is valid using a formula. By using this Dateformula, the validity can be automatically set to, for example, the first of the following month. If the field remains empty, the subscription line is valid from delivery.
  • Subscription Lines
    Subscription lines represent obligations to customers and vendors.
  • Subscription Option
    Indicates whether a subscription package can be deposited for an item or whether it's an item for billing services.
  • Subscription Package
    Use to bundle subscription package lines and manage price groups. Assign subscription packages to items.
  • Subscription Package Line
    Specifications for subscription packages are defined using the subscription package line. When the item is entered in a quote or order, the specifications from the subscription package line are applied.
  • Subscription Package Line Template
    Serves as the default for a subscription line and can be selected in the subscription package line.
  • Subscription
    Subscriptions represent a history of products sold to a customer. Subscription lines are created in subscriptions.
  • Subsequent Term
    Specifies a Dateformula for automatic renewal after the Initial Term and the rate at which "Cancellation Possible Until" and "Term Until" are updated. If the field is blank and either the Initial Term or the Notice Period is set at the same time, the Service End Date is automatically set to the expiration date of the Initial Term or the Notice Period.

U

  • Update Subscription Line Dates
    This action updates the cancellation dates.

V

  • Vendor Subscription Contract
    Vendor subscription contracts can be used to retrieve and process vendor-side subscription lines before creating vendor posting documents.

Overview of subscription billing
Overview of usage based billing