How to: Create Subscription Agreements

  1. Click the icon, enter Subscription Agreement List, and select the relevant link.
  2. Click the New action to create a new subscription.
  3. Fill in the fields in the General FastTab as described in the table:
    FieldDescription
    Subscription No. 
    Customer No.Here you select the customer's number.
    Customer NameThe customer's name is displayed here.
    Start DateHere you select the start date of the subscription.
    End DateHere you select the end date of the subscription.
    Notification TypeHere you select the notification type. The options are:
    • Member Management
    • Email
    • SMS
    • Paper
    • Phone call
    IntervalHere you select the interval for how many times per interval type, the notification should be sent or done. For example the interval 1 is once per interval type.
    Interval TypeHere you select interval type, the options are:
    • Month
    • Week
    • Day
    Confirmation Buffer (Days)Here you type the number of days before the notifications appears in the tile Subscription Lines in the Role Center for the pharmacy. For example if the confirmation buffer is 1, a line will be created in the Subscription Confirmations 1 day before the notification should be sent to the pharmacy customer. The notification can then be sent from there.
    Select GenericsHere you specify what the default option should be for the customer, whether generics should be selected, upon opening the Customer Service page .

    The options are:

    • Not Asked - the system does not ask for generics.
    • Yes (Substitute Where Possible) - the system automatically changes the delivered item to a substitute, if it exists.
    • No (Substitution Rejected).
    Number of WithdrawsTotal withdraws on the prescription.
    StatusThis field displays if the subscription is inactive or active. When the subscription has not been Enabled, the subscription remains inactive. See below in step 7.
    Next Action DateHere you can select the next action date for the subscription. If nothing is selected manually, the system automatically displays the next action date according to the interval and interval type.

  4. Fill in the remaining fields in the Line FastTab:

    Field Description
    Prescription No. Here you select the prescription that the subscription agreement is intended for.
    Item No. The issued item number.
    Item Description A description of the issued item.
    Unit of Measure Code  
    Quantity The number of prescribed items.
    Issuer ID The Identification number for the issuer.
    Last Item Delivered  
    Last Item Description  
    Comment  
  1. Click the Enable action.
  2. The next step is to work with the subscription, see How to: Work with Subscription Confirmations for more details.