We discuss here one specific case: subscriptions. Our goal is to show how to apply the 5 class ERP5 model to the case of subscriptions.
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In some businesses, suppliers sell recurring services for which they do not know in advance the price, the quantity or the time range.
Here are some examples of subscription:
What is common to all subscription is:
Let us now analyse what a subscription is in ERP5 model Is it:
The conclusion is that:
Subscriptions can be ordered together with other products or services. Let us consider the case of the sales of a large network project.
In the pre-sales phase, we create a large Sales Order which contains:
This offer can be used to show to the client a proforma which explains:
The sales process goes just as usual with ERP5. The day the customer acknowledges the order, the Sale Order object is confirmed in ERP5. Packing lists are then generated.
At this stage, 3 options are possible:
The last option is the most flexible but makes the user interface more complex.
From that point, subscription Items are used to drive the simulation (in a way which still needs to be defined and which could be similar to what we do for immobilisations).
Builders build new sales packing list and invoices.
The client can terminate any subscription at any time. Terminating a subscription is achieved by changing the workflow state of the subscription item. It is therefore possible
to start with 10 subscriptions and end with only 4 after 2 years.
The case of training subscriptions is interesting. Let us consider the subscription to a monthly training of 3 people during 4 hours.
Other solutions are possible.
To be completed with various details and answers to questions defined in Open Order
The of Itel for subscriptions is very interesting because it is possible to implement trade on subscriptions. A given company may order a subscription to a given service. If it
is too costly to end the subscription, a solution consists of selling the subscription to another company (ie. changing the company which owns the subscription).
This case must be analysed more. Being able to trade subscriptions would be the best proof of consistency of the model.
Just like subscriptions, the following concepts are also known as Open Order, although they are all different.
Subscriptions are also similar to immobilisations in the sense that they generate deliveries (ex. packing lists, invoices) which all relate to the same Item.