{% extends "ui/templates/base/layout.html" %} {% block content %}
{% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %} {% if 'partner' in _uiux_partner_role_text %}{% include "ui/templates/components/partner_navigation_v2.html" %}{% endif %}

Bulk Subscription Setup

The selected service determines whether you select Clients, Business Units, Client Branches or registrations.

Back
{% if error_message %}
{{ error_message }}
{% endif %} {% if subscriptions_created or subscriptions_reused or engagements_created or engagements_skipped %}
{% for label,value in [('Subscriptions Created',subscriptions_created),('Existing Reused',subscriptions_reused),('Engagements Created',engagements_created),('Duplicates Skipped',engagements_skipped)] %}
{{ label }}
{{ value }}
{% endfor %}
{% endif %}

Select a service to load the applicable subscription scope.

Engagement Generation

{% for value,title,help in [ ('subscription_only','Subscriptions only','Create or reuse the service master without generating engagements.'), ('current_period','One engagement','Generate one selected period for each chosen scope.'), ('all_periods','All FY engagements','Generate all monthly or quarterly periods, or one annual engagement.') ] %} {% endfor %}
0 items selected
Select an enabled firm service to load Clients, Business Units, Client Branches or registrations.
Cancel
{% endblock %}