Introduction

This article describes the process of generating subscription licenses.
Subscription licenses are:

SAAS—this type of license is used for products such as r_k Cloud, r_k Delivery, r_k Loyalty
Subscription—with a limited period of validity.

The sale of these licenses is carried out under different types of agreements:

Under the agency agreement, dealers are paid remuneration for SAAS licenses
Under the license agreement—for software by subscription.

To automate a new object using SAAS licenses, specify the correct details and contact information for the object in the object card in the licensing system. This data is required to conclude a software subscription agreement and issue an invoice.
If the Order is entered correctly, an invoice for payment will be issued for the object details. Then the software with the generated master license will appear in the object card. An invoice will be issued for each subsequent period of software use. If the invoice is not paid by the subject before the end of the current period, the license will be blocked in the next period until the invoice is paid.
Dealers receive remuneration for objects using SAAS licenses under a separate agency agreement.

Refinement of the New Order Application

A checkbox "Start working from next month" has been added to the header of the New Order application, and columns "License Start Date" and "License End Date" have been added to the table section. These fields will be displayed on the Order form if "Subscription License" is selected in the "Product Type" field, and "New Object" or "Additional Purchase" is selected in the "License Acquisition Method."
If the "Start working from next month" flag is set, the license will be created with a start date equal to the first day of the next month. If the flag is not set, the license will be created with a start date equal to the first day of the current month. The license end date is calculated based on the values of "License Start Date" and "Number of Months."
If the Order selects software for a Privilege period, the "Start working from next month" flag will be set and unavailable for editing. This means that the product will be provided under preferential terms in the current period, and the working master license will be generated after all privilege and trial periods have ended.
A license issued for a trial period may be issued for a duration different from a calendar month. This means that the "License Start Date" may differ from the beginning of the month, and the "License End Date" may differ from the last day of the month. In this case, the "Start working from next month" flag is automatically set and becomes unavailable for selection.
When editing applications in the status of Draft or Rejected, a check is performed on the table section of the Order. If there is a product with:
- A date in the "License End Date" field that is less than or equal to the current date
- The current date falls within the interval between "License Start Date" and "License End Date," and The "Start working from next month" flag is set, then a message is displayed:

Click the "Ok" button to close the message. The start and end dates of licenses for the corresponding products are recalculated according to the logic described in point 2.

When changing the status of an Order with a product type of Subscription License to Sent to UCS or Confirmed, a check is performed to ensure that the fields "License Start Date" and "License End Date" are filled out and current. If the dates are not filled or are outdated, such an Order will be opened for editing, and actions described in point 5 will be executed.
For Orders that were changed to Sent to UCS status before updating on the current task, the fields "License Start Date" and "License End Date" will be filled with values from "Creation Date" and "End Date" of the master license after its creation.

Refinement of the Main Features section

The Auto-renew AL setting has been added to the object card on the Main Characteristics tab.
If this setting is enabled, the active license will be automatically renewed until the master license expiration date if the master license expiration date is greater than the active license expiration date.
This flag can be viewed and changed by users with the dealer_manager role.

Refinement of the License of the object card section

The following columns have been added to the object card on the Licenses tab of the master licenses table:

Start Date of prolongation period — the start date of the period for which the master license will be generated after prolongation
End Date of prolongation period — the end date of the period for which the master license will be generated after prolongation
Quantity for the next period — the number of master licenses that will be created after the master license is renewed.

Work scenarios

Scenario of work with the provided Privilege period

Go to the menu Orders > New order
Fill in the details with the specified values:
- Method of obtaining a license—Additional purchase
- Product type—Subscription license
- Select subscription software, for example, R-Keeper Lite module Cashier package Start 1 month. Software. It has a Privilege period:

- The Start working next month flag is set by default and is not available for editing.
- The Privilege period field is automatically set to the values from the Privilege period field on the product card.
- The Start Date of privilege period field is automatically filled with the value of the Order creation, and the End Date of privilege period field is filled with the last day of the month the Order was created.
- The License Start Date field is automatically filled in with the first day of the month following the month in which the Order was created, and the License End Date field is automatically filled in with the last day of the month following the month in which the Order was created.

After payment and confirmation of the Order, the created master license will appear in the object's licenses:

License status — Privilege period. The table also shows information about the period during which the master license will operate after the Privilege period ends: from 01.05.2020 to 31.05.2020.

After the Privilege period ends, on 04/30/2020, the value of the Prolongation Date field will change to the value of the Start Date of prolongation period field, that is, to 05/01/2020. And the value of the License Expiry Date field will change to the value of the End Date of prolongation period field, that is, to 05/31/2020:

The table shows that in this example, the license prolongation for the next period is not provided: the fields Start Date of prolongation period, End Date of prolongation period, and Quantity for the next period are not filled in. The master license status has changed to Active.

Scenario of work without a Privilege period

Go to the menu Orders > New order
Fill in the details with the specified values:
- Method of obtaining a license — Additional purchase
- Product type — Subscription license
- Select subscription software, for example, R-Keeper Lite module Cashier package Start 1 month. Software. It does not have a Privilege period:

- The Start working next month flag is not set
- The License Start Date field is filled in with the first day of the current month, and the License End Date field is filled in with the last day of the current month.

After payment and confirmation of the Order, the created master license will appear in the object's licenses with the Active status:

Without waiting for the automatic prolongation of the subscription license, you can create a New Order request and fill in the details with the specified values:
- Method of obtaining a license — Manual subscription prolongation
- Basic document — Order number from step 2, i.e. — 702792. After this, the remaining details of the header and the tabular section of the created Order will be filled in automatically.

After confirming the Order, you can see in the object card that the fields Start Date of prolongation period, End Date of prolongation period, and Quantity for the next period have been filled in for the master license from step 3. The Order Number field has been updated with the value of the extension Order from step 4:

After paying for the master license and the end of the previous paid period, on 04/30/2020, the value in the Prolongation Date field will change to the value in the Start Date of prolongation period field, and in the End Date field to the value in the End Date of prolongation period field: