Adding and Editing Subscriptions

Subscriptions are added and edited on the Subscriptions window.

Open the EXO Subscriptions module by selecting MYOB EXO Subscriptions from the Windows Start menu > All Programs > MYOB Exo Business.

Select Subscriptions from the Account menu. The Subscriptions window opens:

Note: Clicking the Report button produce a report of subscription information for each subscription listed on the Search tab.

Adding New Subscriptions

To add a new subscription, click the New button on the Subscriptions window toolbar. Enter the following information on the Details tab:

Field	Description
Account	The Debtor account to be charged with the subscription
Start Date	Date that the subscription should begin.
Frequency	Select Weekly, Monthly, Quarterly or Yearly.
Term	How many times the transaction will be invoiced.
Next Bill Date	When the next invoice is due to be issued.
Branch	Select the branch that this subscription applies to.
Contact	Select the Contact that this subscription applies to. Only Contacts associated with the selected Debtor account will be available for selection.
Active	If this box is ticked, the subscription will be charged, i.e. the invoice will be generated.
Ongoing	Tick this box if the debtor is to be charged after the term has expired.

The grid below is similar to a Standing Sales Order. Enter stock items, quantities and prices. You can use the arrow buttons to change the ordering of the items. The unit price should be the periodic charge.

Note: Press CTRL+F2 for the periscope (as per Sales Orders) or F9 for Sales Messages.

The Extra tab contains fields for entering additional information:

Field	Description
Reference 1	The Ref1 field in the DR_TRANS table. In a debtors invoice, this is the Reference field.
Reference 2	The Ref2 field in the DR_TRANS table. In a debtors invoice, this is the Customers Order Number field.
Bank Account Number	The Bank Account Number used in conjunction with Direct Debits where the Bank Account Number on the Debtors account is not to be used.
Bank Account Name	The Bank Account Name used in conjunction with Direct Debits where the Bank Account Name on the Debtors account is not to be used.
Notes	The free-form area at the bottom of this tab can be used to enter information that may be required by the users about this subscription.

Once all information is entered, click Save to save the new subscription.

Editing Subscriptions

To edit an existing subscription, enter search terms on the Search tab of the Subscriptions window, then click the Search button.

All subscriptions matching the criteria are displayed. Select the subscription you want to edit and click the button.

Note: To delete a subscription, select it and click the button, then click Delete Subscription.