Process Subscription
Overview
Process Subscription — Business Overview
Process Subscription is a simple but important business document in Dafater used to link a recurring business process with a subscription-based financial arrangement. Its main purpose is to ensure that specific accounting or operational processes are automatically included whenever a subscription is active.
What Process Subscription Is Used For
In day-to-day operations, many businesses run repeating processes such as monthly billing, service delivery, maintenance activities, or recurring internal charges. Process Subscription allows the business to formally connect these recurring processes with an active subscription so they are consistently applied, tracked, and controlled from a financial perspective.
It helps ensure that:
- Recurring processes are not missed
- Subscription-related activities follow agreed business rules
- Financial impact is aligned with subscription terms
Prerequisites and Setup Requirements
Before using Process Subscription, the business should ensure that:
- Subscription offerings are already defined and approved
- The related business processes (such as billing cycles, service routines, or internal cost processes) are clearly established
- Responsibility for managing subscriptions and recurring processes is assigned to the appropriate team (finance, operations, or administration)
This preparation ensures that subscriptions are connected to the right processes from the start.
Typical Workflow and Business Fit
A typical business flow involving Process Subscription looks like this:
- A customer or internal department signs up for a subscription-based service or agreement
- The relevant recurring business process is identified
- A Process Subscription record is created to link the subscription with that process
- As long as the subscription remains active, the linked process is consistently applied
- When the subscription ends or changes, the process linkage can be reviewed or stopped
This document acts as a control point, ensuring alignment between subscriptions and ongoing operational or financial activities.
Key Business Scenarios Where It Is Essential
Process Subscription is especially useful in scenarios such as:
- Subscription-based services with recurring billing or charges
- Managed services that require regular operational steps tied to customer contracts
- Internal cost allocations that repeat on a subscription basis
- Financial processes that must run automatically for the life of a subscription
In these cases, it reduces manual follow-up and lowers the risk of missed or inconsistent processing.
Important Considerations for Users
- Review subscriptions regularly to ensure linked processes are still relevant
- Ensure subscriptions are ended or updated promptly to avoid unnecessary processing
- Use clear naming and ownership so teams understand which processes are tied to which subscriptions
- Treat Process Subscription as a control document, not just a reference
When used correctly, Process Subscription helps Dafater users maintain consistency, accuracy, and accountability across recurring business and financial activities.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| posting_date | Posting Date | Date | ✓ | - | Date when subscription process is recorded in Dafater |
| subscription | Subscription | Link | Subscription | Linked subscription being processed in Dafater | |
| amended_from | Amended From | Link | Process Subscription | Original Process Subscription record amended in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Accounts User | ✓ | ✓ | ✓ | ✓ | ✓ | |
| System Manager | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Process Subscription | Links to | Accounts |
| Subscription | Links to | Accounts |