Creating a Subscription Product – Web Client Help Center

ThreeSixty Web Client allows you to create new Subscription products.

To create a Subscription product, you must have permissions to the ProductSetup.SubscriptionProduct security application.

To create a new Subscription product:

From Product Central, select Subscription from the Create a New Product card.
Alternatively, you can select Create a Subscription from the left navigation menu.
The Product Setup screen appears, as shown below.
Enter the Product Code and Parent Product. For a master product, the Product Code and Parent Product values should be the same.
Select the Product Type from the drop-down.
Select the Product Class from the drop-down. Values in the drop-down are populated based on the non-fixed codes defined for the SUB "PRODUCT_CLASS" system type.
Enter the Product Name.
The Invoice Description defaults to the same value.
If necessary, enter the Product Manager Email.
Select "Yes" or "No" for the Master Product option. When set to No, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The checkbox defaults to Yes.
Select "Yes" or "No" for the Members Only option. When set to Yes, the system allows only members can buy this product.
Select "Yes" or "No" for the Allow Price Update option. When set to Yes, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen.
Select "Yes" or "No" for the Zero-Price option.
Select "Yes" or "No" for the One Price Only option.
Select "Yes" or "No" for the Renewable option.
If necessary, search for and select a Primary Search Group to link to the product.
You must have access to the PRIMARY_SEARCH_GROUP access point to set up the Primary Search Group.
Select the Product Status from the drop-down. The status of the product. Values include Active, Cancelled, and Discontinued.
Select "Yes" or "No" for the Available to Order option. When set to Yes, sets this as an active product for purchase by customers.
Select the Available From date. Defaults to the system date, but it can be overridden. The date from which the product will be available from.
The Available From date cannot be changed if orders have already been created for it.
Select the Available To date. This field is usually left blank unless there is a specific date on which the product will no longer be available. If a date is entered, the product will not be available for orders after this date.
Click Continue.
The Subscription Setup step displays, as shown below.
From the Fulfillment Setup section:
For more information on these fields, please see Subscription Setup.
1. Select the Fulfill Type from the drop-down.
2. Select the Renew Window from the drop-down.
3. Select the Start Issue Code or the Cut-off Period (depends on the Fulfill Type selected) from the drop-down.
4. Enter the number of Default Grace Issues.
5. Select the Frequency from the drop-down.
6. Select the Ship Country from the drop-down.
7. Select the Ship Location from the drop-down.
8. Enter the ICN Code.
9. Set the toggles that apply:
  1. Can Change Start Date
  2. Can Change End Date
  3. Update Transcript Service
  4. Print Edition
  5. Digital Edition
  6. Opt-Out of Email Alert
    This toggle is disabled unless the Digital Edition toggle is set to Yes.
Click Continue.
The Rates and Pricing step displays, as shown below.
From the Add Rate Structure and Rate Code section:
1. Select a Rate Structure from the drop-down.
2. Select a Rate Code from the drop-down.
  The Description defaults to the selected rate code, but can be changed if needed.
3. Select a Short Pay code from the drop-down.
From the Subscription and Renewal Controls section:
1. Enter the Number of Issues.
  The number of issues or volumes that will be provided with this rate code. When a subscription order is placed, this value determines the end date. Issue-based journals default to 12 issues. Volume-based journals default to 1.
2. Enter the Grace Issues.
  The number of issues a subscriber will receive beyond the paid subscription. The grace date for the subscription product is calculated as Cycle End Date + Duration of Grace Issues.
3. Select the Pay Frequency from the drop-down.
  This is the time frame the customer must pay for the subscription. For example, "Invoice" indicates the customer must pay immediately and "Monthly" indicates the customer can pay on a monthly schedule. If "Monthly" is selected, the order is automatically created with a monthly payment schedule but can be overridden on the Order Entry screen. Values in this drop-down are populated based on the fixed codes defined for the MBR "PAY_FREQUENCY" system type.
4. Set the Back Issues toggle to Yes or No.
  When set to Yes, indicates subscribers can purchase previously run issues. Used with Order Entry to determine whether to provide back issues.
  If this toggle is set to Yes and this product is manually added as a subscription benefit to a membership order, the customer will receive back issues for the length of their membership.
  If "Current Issue" is selected as the Fulfill Type on the Product Setup screen, this toggle should be set to Yes so the system can fulfill back issues if the current issue has already been fulfilled.
5. Search for and select the Renew to this Product to select the membership product that this product should renew as. The value will default to itself.
6. Select the Renew as Rate Structure from the drop-down to define the rate structure that this product’s rate structure should renew as. If left blank, the value will default to the product’s original rate structure.
7. Select the Renew as Rate Code from the drop-down to define the rate code that this product’s rate code should renew as. If left blank, the value will default to the product’s original rate code.
From the Additional Options section:
1. Enter the Priority.
  This determines the order the rate codes display on the Order Entry screen. The rate code with the lowest display order displays first.
2. If necessary, enter an Agency Discount percentage.
  This is the percentage to be applied for an agency discount when creating an order for this product.
3. If necessary, enter a Sales Commission percentage.
  This is the percent of sales commission that the salesperson receives when this product is purchased within the rate structure/ rate code selected.
4. Select whether or not this is the Default Rate.
  This rate code defaults for the order when creating an order. For instance, some organizations want to show member savings, but to do that the structure and price must be known to consider the "list price". Only one rate code within a given rate structure for a product can have this checkbox selected.
5. Select whether or not this is a Web Enabled Rate.
  This indicates that the rate structure/code can be used in ThreeSixty e-Business.
6. Select whether or not this is the Default Web Rate.
  This indicates that the rate structure/code is the default rate in ThreeSixty e-Business.
7. Select whether or not to Prorate Amount.
  When set to Yes, when an order is placed with this rate code, the rate amount will prorate evenly over the course of the length of the membership.
8. Click Add
  Repeat the steps above to add additional rate structures/codes.
From the Add New Price section:
1. Select the appropriate Rate defined above from the drop-down.
2. Select the Currency from the drop-down.
3. By default, the Valid From date is set to today's date, but can be changed.
4. If necessary, select a Valid Through date.
5. Enter the Price.
6. If necessary, enter the Min Price To Activate amount.
7. If necessary, enter the Max Auto Write-off amount.
8. Select whether or not you want the price to Show as Web Sale Price.
9. If set to "Yes", enter a Strikethrough Price.
10. Select whether or not you want to Show Price End Date.
11. Select whether or not you want to Price by Schedule.
  When set to Yes, indicates the product will be priced by schedule and the Schedule field becomes active.
12. If Price by Schedule is set to Yes, search for and select the Schedule.
  The active dues schedule related to the product.
13. Click Add.
  Repeat the steps above to add additional prices.
Click Continue.
The GL and Revenue Accounts step displays, as shown below.
The Begin Date defaults to today's date, but can be changed if needed.
Enter the Pay Priority.
This establishes the order by which line items on a multi-product order are paid. The lowest priority number is paid first, with zero being paid before any other.
Select a Receivable Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Writeoff Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Cancellation Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Discount Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Agency Discount by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Agency by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
From the Tax/VAT Control section, select whether or not the product is Taxable.
If you select "Yes":
1. Select the appropriate Tax Category from the drop-down.
2. Select whether or not you to want to Charge VAT tax on the product.
  If you select "Yes":
  1. Select the appropriate VAT Category and VAT Country from the drop-downs.
From the Revenue Recognition section:
Select the appropriate Recognition Method from the drop-down.
1. If you select "On Specific Date":
  Select the appropriate Recognition Date.
2. If you select "By Issue":
  Select the Subscription Recognition Date from the drop-down.
  Organizations are entitled to recognize subscription revenue when subscription issues are fulfilled. This field that identifies whether subscription revenue should be recognized by issue date or fulfill date. The value in this field will be evaluated by FAR670 and FAR675.
Click Save.
From the Revenue Accounts section:
1. The Begin Date defaults to today's date, but can be changed if needed.
2. Select a Revenue Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
  Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Click Done.
The new product will open within the Product Summary.