Article ID: 129136, created on Jul 19, 2016, last review on Jul 20, 2016

  • Applies to:
  • Odin Business Automation Standard 4.5

Question

Is it possible to set subscription expiration period for individual customers so that it is not applied globally to all customers?

Answer

Different order periods, subscription expiration and termination terms etc. can be set to different customers using Credit Terms.

Once Credit Terms are created, they can be assigned to an account under Top > Account Director > Customer Manager > Customers > Customer name > Financial Info

When Provider or Reseller goes Top > Account Director > Customer Manager > Customers > Customer name > Financial Info, presses Edit, selects new Credit terms and presses Update, values set in those terms are automatically applied to the customer and all of its subscriptions. Also, all changes made to some Credit terms under Top > Account Director > Subscription Manager > Credit Terms > Credit terms name > Edit > Save are propagated immediately to all accounts that use those Credit terms.

There are, however, two noticeable extensions.

First, Invoice overdue period instantly affects only Open invoices (new ones and those which were reopened from Cutoff).

Second, periods of subscriptions in Expired and Graced status are not recalculated when Credit terms of their account are changed. To apply changes in Subscription Expiration Terms and Subscription Termination Terms sections of Credit terms please use the Synchronize with existing subscriptions button.

In other words, the Synchronize with existing subscriptions button propagates changes made to Subscription Expiration Terms and Subscription Termination Terms to Expired and Graced subscriptions of accounts that use the Credit terms edited.

Search Words

credit terms

subscription expiration

Synchronize with existing subscriptions

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