Additionally, as of 7.5.2, for non-invoiced orders, changing the in cycle Begin Date also governs the account_begin_date and revenue_dist_begin_date on the Order_Detail.You can only change the start and/or end date of a subscription product on an order if the Can Change Start Date and/or Can Change End Date checkboxes are checked on the General Setup screen in Product Maintenance during product setup.
As of 7.5.2, if you change the cycle Begin Date on a subscription order in which the product has a revenue recognition method of “Begin Date” and recognition status code of “C”, then the system will do the following:
· No type 7 entries are created and all of the money goes directly to the revenue account.
· Change the recognition status code from "C" to "A".
· The recognition status stays as “C” if the Begin Date is changed to less than or equal to the current date. However, the recognition status is set to “A” if the Begin Date is changed to greater than the current date.
o For example, if the current Begin Date is 10/1/2012 and recognition status code = "C", and the Begin Date is changed to 12/1/2012 on 12/4/2012, the system will keep the recognition status code as "C". Similarly, if the current Begin date is 10/1/2012 and recognition status code = "C", and the Begin Date is changed to 1/1/2013 on 12/4/2012, the system will set the recognition status code to “A”.
· Create revenue recognition reversal entries.
· If there is a change in price with the new dates, then the type 6 entries created for the price difference will use the same deferred accounts as used in reversal entries so as not to create a DI issue. Changing cycle dates means an adjustment so the batch date should be picked only if it is an adjustment batch.
· If there is a type 6 being created on change of dates, then current date will be used as TXN_DATE if a regular batch is opened or no batch is opened. If an adjustment batch is open, then the type 6 entry will be created using the batch date.
· If a subscription order is activated with a recognition status code of "C" and then the subscription cycle begin date is updated to the next year, a DR/CR memo will be created for the differential amount, the amount will go to the Revenue account, and the recognition status code will remain "C". This also applies to membership product orders.
Additionally, as of 7.5.2, for non-invoiced orders, changing the in cycle Begin Date also governs the account_begin_date and revenue_dist_begin_date on the Order_Detail.
To change the start/end date of a subscription:
1. Open the appropriate subscription order on the Order Entry screen.
2. Highlight the line item for which you want to change the start and/or end date.
3. Right-click the line item and select Show Full Line Item Details.
The Line Item Details screen displays.
4. Access the Product Specifics tab, as shown below.
5. To change the start date, perform the following:
a. From the Subscription Information section, click the Start Date link.
The Subscription Issue Lookup screen displays, as shown below.
b. Highlight the issue with the Start Date in which you want the subscription to start.
c. Click Select.
The Subscription Issue Lookup screen closes, the Start Issue/Sup fields update accordingly with the selected issue, and the Initial Begin Date updates to the Start Date of the issue selected.
6. To change the end date, perform the following:
a. From the Subscription Information section, click the End Date link.
The Subscription Issue Lookup screen displays, as shown below.
b. Highlight the issue with the End Date in which you want the subscription to end.
c. Click Select.
The Subscription Issue Lookup screen closes and the End Issue/Sup fields update accordingly with the selected issue.
7. From the Line Item Details screen, click Save.