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Accessing the Customer Dashboard

Objective

After completing this lesson, you will be able to access the customer dashboard to review subscriptions that will expire soon, or subscriptions signed over the last months

Access the Customer Dashboard

The customer dashboard in SAP Subscription Billing provides a comprehensive overview of a customer's information and activities. This includes details like customer data, contracts, invoices, payments, and interaction history. It helps businesses track and manage all aspects of the customer subscription, improving customer service and analytics.

Select the video below for a quick view of the customer dashboard!

Summary

With a better understanding of how to create a new customer in SAP Subscriptions Billing, we’ll now move to our next unit and begin managing subscriptions for our customers.

General Configuration 1

Task 1: Create a market

In SAP Subscription Billing, enter the following:

Steps

Select the Manage Business Configuration tile.
Select the Markets button.
Create a new market.
For the ID, enter BR468.
For the Name, enter BR468.
For the Currency, select EUR.
For the Time Zone, select Europe/Berlin.
The Price Type should be Net Prices.
Enter the company name, BR468 Learning.
For the Country, select Germany (DE).

Task 1: Task 2: Create a Pause Reason

In SAP Subscription Billing, do the following:

Steps

Select the Manage Business Configuration tile.
Open the Subscription Settings from the left panel.
Select Pause Reason.
Code: BR468_Vacation.
Description: Customer is on vacation.
Click Save.

Task 2: Task 3: Maintain custom input field

In SAP Subscription Billing, enter the following:

Steps

Under Pricing, select the Manage Field Catalog tile.
Select the Create button.
For the Code, enter Refurbished.
Optionally, enter a description in the Descriptionfield.
For the Field Type, enter String.
For the Source, enter External.
Select the Create button.

General Configuration 2

Exercise Objective

After completing this exercise, you will be able to:

Create Units of Measure in SAP Subscription Billing.
Create Rate Elements in SAP Subscription Billing.

Business Scenario

Your predecessor was able to do some basic configuration. She created a market and a unit of measure. You may now continue with the remaining settings.

As your printing service needs to manage one recurring fee and two usage-based fees, you will need to set up three different rate elements – one for recurring fees and two for usage fees.

Create a Unit of Measure for all the fees. We are going to use the unit of measure EA, which stands for "each." Use this field in the rate elements as a unit.

Task 1: Create a Unit of Measure

Steps

Log on to SAP Subscription Billing.
Select the tile, Manage Business Configuration.
In the left menu, select the entry Units of Measure.
On the top-right, select Create.
From the drop-down list under Unit Code, select EA.
For the Description field, enter Each.
Select the Save button on the bottom right.

Task 2: Create a Rate Element for the Recurring Fee

Create a rate element for the recurring fee. Enter the ID: BR468_##_RE_REC_FEE. Replace ## with your group number.

Steps

Log on to SAP Subscription Billing.
Select the tile, Manage Business Configuration.
In the left menu, select the entry Rate Elements.
On the top-right, select Create.
From the drop-down list, select Recurring. A new window opens on the right.
1. For the ID, enter BR468_##_RE_REC_FEE. Replace ## with your group number.
2. For the unit, select Each (EA).
3. For the label, enter Monthly Fee Group ##. Replace ## with your group number. 
4. For the data source, select None.
5. For the billing type, select Charge.
Select the Save button on the bottom right.

Task 3: Create a Rate Element for Standard Prints

Create a rate element for standard prints. Enter the ID: BR468_##_RE_PRT_STD. Replace ## with your group number.

Steps

Log on to SAP Subscription Billing.
Select the tile, Manage Business Configuration.
In the left menu, select the entry Rate Elements.
On the top-right, select Create.
From the drop-down list, select Usage. A new window opens on the right.
1. For the ID, enter BR468_##_RE_PRT_STD. Replace ## with your group number.
2. For the unit, select Each (EA).
3. For the label, enter Standard Print Group ##. Replace ## with your group number.
4. For the data source, select Usage.
5. For the billing type, select Charge.
6. For the type of technical resource ID, enter PRINTER_ID.
Select the Save button on the bottom right.

Task 4: Create a Rate Element for Premium Prints

Create a rate element for premium prints. Enter the ID: BR468_##_RE_PRT_PRM. Replace ## with your group number.

Steps

Log on to SAP Subscription Billing.
Select the tile, Manage Business Configuration.
In the left menu, select the entry Rate Elements.
On the top-right, select Create.
From the drop-down list, select Usage. A new window opens on the right.
1. For the ID, enter BR468_##_RE_PRT_PRM. Replace ## with your group number.
2. For the unit, choose Each (EA).
3. For the label, enter Premium Print Group ##. Replace ## with your group number.
4. For the data source, select Usage.
5. For the billing type, select Charge.
6. For the type of technical resource ID, enter PRINTER_ID.
Select the Save button on the bottom right.

Creating Customers Using the UI

Exercise Objective

After completing this exercise, you will be able to create a new customer in SAP Subscription Billing.

Business Scenario

When SAP Subscription Billing is used productively, customers will be created by legacy systems using the APIs of SAP Subscription Billing. However, you want to have a way test your configuration and verify it creates the correct outputs. Therefore, you need to create a customer for testing purposes using the SAP Fiori user interface.

Task 1:

Create a new customer in SAP Subscription Billing. Use the data provided in the following table for its setup.

Create a New Customer in SAP Subscription Billing

Field	Value
Last Name	## (replace ## with your group number)
First Name	BR468
Email	Testuse##@email.com (replace ## with your group number)
Phone	12345678
Country	Germany (DE)
House Number	10
Street	Oststrasse
City	Stuttgart
State	Baden Wurttemberg (BW)
Postal Code	70185
Market	BR468

Steps

Log on to SAP Subscription Billing.
Select the tile, Customers.
On the right side of the screen, select Create.
On the dropdown list, select Individual Customer.

Complete the form with the following values:

Create a New Customer

Field	Value
Last Name	## (replace ## with your group number)
First Name	BR468
Email	Testuse##@email.com (replace ## with your group number)
Phone	12345678
Country	Germany (DE)
House Number	10
Street	Oststrasse
City	Stuttgart
State	Baden Wurttemberg (BW)
Postal Code	70185
Market	BR468

Select the Save buttonClick on "Save" on the bottom right.

In the section, "Markets", select Add. A new empty line appears.
Select the market, BR468 (BR468).
Select the Save button on the bottom right.

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