How do I amend subscriptions? (Upgrades, downgrades, add-ons)

Add a Product via UI

1. Click on the subscription you want to change.
2. Click on the Amendment button.                                        
3. Enter in an Amendment Name, Change Description (optional).
4. Select New Product from the Amendment Type drop down, and click Save.                                                                                                            
5. Click Add New Product & Rate Plan, using the Select Product drop down, choose the product you want to add, and click Select to choose a rate plan. 
6. Click the Contract effective button, enter a Contract effective Date and click Save.
   • The contract effective date should be set to the date you want the new product to take effect.
   • Most companies make product additions effective immediately during an invoice period.
     • If proration is enabled the next invoice will include a prorated charge for any recurring fees for the partial period and full charges for any usage and one time fees for the partial period.
     • If proration is disabled, the next invoice will only include one time fees for the partial period and will not include and recurring or usage fees for the partial period.
   • If you want to make product additions effective for the next invoice period or next term,  set the contract effective date to the first day of the next invoice period or the first day of the next term.                      
7. If you have Service Activation and Customer Acceptance dates enabled then click the Service Activation button, enter the Service Activation Date and click Save, then click the Customer Acceptance button, enter the Customer Acceptance Date and click Save.

Add a Product via API

Refer to the API Documentation for Adding a Product and follow the instructions based on your WSDL version. 

The contract effective, effective, service activation and customer acceptance dates should be set to the date you want the new product to take effect.

• Most companies make product additions effective immediately during an invoice period.
  • If proration is enabled the next invoice will include a prorated charge for any recurring fees for the partial period and full charges for any usage and one time fees for the partial period.
  • If proration is disabled, the next invoice will only include one time fees for the partial period and will not include and recurring or usage fees for the partial period.
• If you want to make product additions effective for the next invoice period or next term, set the contract effective date to the first day of the next invoice period or the first day of the next term.                 

Update a Product via UI

1. Click on the subscription you want to change.
2. Click on the Amendment button.                                        
3. Enter in an Amendment Name, Change Description (optional).
4. Select Update a Product from the Amendment Type drop down, and click Save.                                                                                                            
5. Using the Select Product drop down, choose the product and rate plan you want to update.
6. In the Original section click on the Charge Name to view current product details.
7. In the New section click on the Charge Name to view and edit the product details and click Save.                 
8. Click the Contract effective button, enter a Contract effective Date and click Save.
   • The contract effective date should be set to the date you want the product update to take effect.
   • Most companies make product updates effective immediately during an invoice period.
     • If proration is enabled the next invoice will include a prorated charge for any recurring fees for the partial period and full charges for any usage and one time fees for the partial period.
     • If proration is disabled, the next invoice will only include one time fees for the partial period and will not include and recurring or usage fees for the partial period.
   • If you want to make product updates effective for the next invoice period or next term,  set the contract effective date to the first day of the next invoice period or the first day of the next term.                      
9. If you have Service Activation and Customer Acceptance dates enabled then click the Service Activation button, enter the Service Activation Date and click Save, then click the Customer Acceptance button, enter the Customer Acceptance Date and click Save.

Update a Product via API

Refer to the API Documentation for Updating a Product and follow the instructions based on your WSDL version. 

The contract effective, effective, service activation and customer acceptance dates should be set to the date you want the product update to take effect.

• Most companies make product updates effective immediately during an invoice period.
  • If proration is enabled the next invoice will include a prorated charge for any recurring fees for the partial period and full charges for any usage and one time fees for the partial period.
  • If proration is disabled, the next invoice will only include one time fees for the partial period and will not include and recurring or usage fees for the partial period.
• If you want to make product updates effective for the next invoice period or next term,  set the contract effective date to the first day of the next invoice period or the first day of the next term.                 

Remove a Product via UI

1. Click on the subscription you want to change.
2. Click on the Amendment button.                                        
3. Enter in an Amendment Name, Change Description (optional).
4. Select Remove Product from the Amendment Type drop down, and click Save.                                                                                                             
5. Using the Select Product drop down, choose the product you want to remove and click Save.                          
6. Click the Contract effective button, enter a Contract effective Date and click Save.
   • The contract effective date should be set to the date you want the cancellation or downgrade to take effect.
   • If proration is enabled and the amendment contract effective date is not set to the start of the next invoice period or next term, the customer will receive a proration credit for the unused portion of a recurring fee. One time charges and usage charges will never prorate.
   • In order to ensure no proration for a recurring charge set the contract effective date to the first day of the next invoice period or the first day of the next term, depending on if you want to cancel at the end of the last invoice period or end of term.
   • In this example the current invoice period for this product extends from 10/01/2011-10/31/2011 and the next invoice period for this product begins on 11/01/2001, so we set the contract effective date to 11/01/2001 and the charge will not prorate.                            
7. If you have Service Activation and Customer Acceptance dates enabled then click the Service Activation button, enter the Service Activation Date and click Save, then click the Customer Acceptance button, enter the Customer Acceptance Date and click Save.

Remove a Product via API

Refer to the API Documentation for Removing a Product  and follow the instructions based on your WSDL version. 

The contract effective, effective, service activation and customer acceptance dates should be set to the date you want the cancellation or downgrade to take effect.

• If proration is enabled and the amendment contract effective date is not set to the start of the next invoice period or next term, the customer will receive a proration credit for the unused portion of a recurring fee. One time charges and usage charges will never prorate.
• In order to ensure no proration this should be the first day of the next invoice period or the first day of the next term, depending on if you want to cancel at the end of the last invoice period or end of term.
• If the current invoice period for the product extends from 10/01/2011-10/31/2011 and the next invoice period for this product begins on 11/01/2001, if you do not want proration set the contract effective date to 11/01/2001.       

Upgrade a Product via UI

1. Follow the Remove a Product via UI steps.
2. Once the product is removed, follow the Add a Product via UI steps. Use the same dates as the Remove Product amendment, which makes the new product effective the day the old product is removed.

Upgrade a Product via API

Refer to the API Documentation for Removing a Product  and follow the instructions based on your WSDL version. 

When the Remove Product amendment is succesful, follow the Adding a Product instructions using the date used in the Remove Product amendment.

Downgrade a Product via UI

1. Follow the Remove a Product via UI steps. If you do not want a proration credit for the downgrade, make the Remove Product amendment effective on the first day of the next Invoice period or next term.
2. Once the product is removed, follow the Add a Product via UI steps. Use the same dates as the Remove Product amendment, which makes the new product effective the day the old product is removed.

Downgrade a Product via API

Refer to the API Documentation for Removing a Product  and follow the instructions based on your WSDL version. 

You must set the ContractEffectiveDate and EffectiveDate fields (and also the ServiceActivationDate and CustomerAcceptanceDate fields if enabled) to the correct date to ensure there are no refunds, credits or prorations.

• The contract effective, effective, service activation and customer acceptance dates should be set to the date you want the cancellation or downgrade to take effect.
• In order to ensure no proration this should be the first day of the next invoice period or the first day of the next term, depending on if you want to downgrade at the end of the last invoice period or end of term.
• If the current invoice period for the product extends from 10/01/2011-10/31/2011 and the next invoice period for this product begins on 11/01/2001, set the contract effective date to 11/01/2001.       

When the Remove Product amendment is succesful, follow the Adding a Product instructions using the date used in the Remove Product amendment.

Renew a Subscription via UI

1. Click on the subscription you want to renew.
2. Click on the Amendment button.                                        
3. Enter in an Amendment Name, Change Description (optional).
4. Select Renewal from the Amendment Type drop down, and click Save.        
5. The Amendment Detail section outlines the effect of the renewal. 
6. Click Active, enter a Customer Acceptance Date, and click Save.

Renew a Subscription via API

Refer to the API Documentation for Renewing a Subscription and follow the instructions based on your WSDL version. 

Change Subscription Terms and Conditions via UI

1. Click on the subscription you want to renew.
2. Click on the Amendment button.                                        
3. Enter in an Amendment Name, Change Description (optional).
4. Select Terms and Conditions from the Amendment Type drop down, and click Save.        
5. In the New Value section edit the terms and conditions and click Save
6. Click the Contract effective button, enter a Contract effective Date and click Save.
7. If you have Service Activation and Customer Acceptance dates enabled then click the Service Activation button, enter the Service Activation Date and click Save, then click the Customer Acceptance button, enter the Customer Acceptance Date and click Save.

Change Subscription Terms and Conditions via API

Refer to the API Documentation for Changing the Terms and Conditions and follow the instructions based on your WSDL version.