Create a Subscription Order

Use these steps to create a subscription order.

To create a subscription order:

  1. Under the Subscription Orders menu group, go to Subscription Orders.
  2. Click +New Subscription Order.
  3. In the New Subscription Order dialog box that displays:
    1. Select a customer in the Customer field.
    2. Select a company for the subscription order in the Company field.
    3. Select a job in the Job No. field.
    4. Select a task in the Task field.
  4. Click Create.
  5. Click +Add Subscription Order Line to add lines to the subscription order you have created.
  6. Update table fields as needed.
  7. Click Approve Order.