The subscription process is manually activated by the user. The user must select the subscription type to execute (for example only monthly subscriptions). He or she is then presented with the billing period, which must be confirmed before continuing the process.
At this point the process goes through the memberships assigned to that particular subscription type. The process creates a batch with charges to the members according to their membership settings. When this process is done, the batch entries are available for reviewing and further editing, if needed. Nothing has been posted at this point.
Note: If the member does not have a customer account at this stage, this process will create an account and link it to the member contact according to the membership setup settings.
To access the Subscription Batch page
- From the Membership Role Center, select Subscription.
- From the Department menu, navigate LS Retail - LS Activity - Membership - Subscription Batch.
Each billing process creates a single batch for the processed period and assigns the membership charges as lines in the batch (journal). This view monitors the status of the entries and if Business Central invoices have been created and posted.
The handling of memberships is as follows:
- Active - Active memberships that have an issue date assigned either before or during the process period are included. If the issued date is after the starting date of the process, then only the number of days from the issued date until the end of the period is charged.
- On Hold - On hold memberships are included, if the on-hold period ends prior to the end of the processing period. Only the period from the on-hold end date until the end of the processing period is charged. An On-hold status is re-assigned to Active during the posting process, if the on-hold end date is before the end of the process period.
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Any memberships that are active at the time of the process execution but will expire before the 1st date of the processing period will be excluded.