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1. Create Administrations

1. Navigate to the Subscription25 app, either in Salesforce Classic or in Salesforce Lightning

2. Click on the Administrations tab

3. Create a new record to reflect your Company/administration

   1. Billing details are needed, which include bank, address and contact details which will be used on the invoice template.

   2. (optional) If you sync Subscription25 with any of the default financial systems included in the package (at the moment Exact Online and Twinfield are supported), you need to fill in the Synchronisation details.

   3. (optional) If you are using the default Invoice template that Subscription25 provides you, you can overwrite the logo and footer using the designated fields.

   4. (optional) For e-billing, you need to set up the Email billing fields

4. Don’t forget to mark your administration as Active by using the checkbox

2.

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Create VAT Rates + VAT Codes

1. From the Administration that you create in the previous section, go to the Related tab

2. Click New next to VAT Codes

3. In the VAT Rate lookup, either select an existing VAT Rate or create a new one

   1. If you don’t have any VAT Rates yet, you may create records for every VAT Rate that you need to use. You can specify if this is the Default VAT Rate to use and if it should be shown on the invoice.

4. Click Save

3. Setup Contracts

• First off, we need to add some fields to the page layout for Contract. Subscription25 comes with a default Contract layout which has these fields included and which you can assign to profiles.

  • Navigate to the Object Manager in Setup

  • Navigate to the Contract object

  • Click the Page Layouts tab

  • Click the Page Layout Assignment button

  • Reassign the Subscription25 page layout to the correct profiles

• Now we need to add some statuses to the default status picklist of the contract.

  • Navigate to the Fields & Relationships tab

  • Click on the Status field

  • Add three new statuses all of the type Activated

    1. Ready

    2. Closed

    3. Terminated

  • Reorder the list so it looks like:

    Image Removed

    See more about these statuses on this page Details of Contract Management

Next steps

Next step includes the setup of products and the setup of debtorsProducts and Debtors

• Set up Product Administration Relations

• Set up Account and Administration relations (Debtors/Creditors)

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