Change the Owner of a Subscription

Knowledge Center > Subscriptions > Orders > Orders Tutorials > Change the Owner of a Subscription

Change the Owner of a Subscription

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

This tutorial demonstrates how to change the owner of a subscription by creating an order. You will transfer the subscription and invoices to the same account.

In this tutorial, you will set the following dates to today's date:

  • The date when the order is signed
  • The contract effective date of the transfer
  • The service activation date of the transfer
  • The customer acceptance date of the transfer

Use the Zuora Application

To change the owner of a subscription:

  1. Navigate to Customers > Orders.

    The Orders page opens.

  2. Click the CreateOrderIcon.png icon at the top right:

    Orders_Create_Button_Location.png

    The Create New Order page opens.

  3. In the Account field, enter the name of the account that owns the subscription.

  4. Click Modify Existing Subscription.

  5. In the Associated Subscriptions area, click the OptionIcon.png  icon next to the subscription you selected, then click Owner Transfer. The owner transfer window opens. 

    OwnerTransfer.png

  6. In the owner transfer window:

    1. Specify Contract Effective Date, Service Activation Date, and Customer Acceptance Date for the operation. See Billing Trigger Dates for more information.

    2. Select the new Subscription owner, the new Invoice owner, or them both from the Account drop-down next to the corresponding owner. The new owner must have the same currency setting as that of the original owner.

      OwnerTransferWindow.png

  7. Click Continue.

    Zuora displays an overview of the order.

    After this step, you should not operate any additional order action to this subscription. Otherwise, you will see an "Owner Transfer should be the last order action" error message.

  8. Click Activate to activate the order.

Use the REST API

You can use the "Create and activate order" operation to change the owner of a subscription.

Prior to the Orders feature being enabled, you would have used the "Update subscription", "Amend", or "CRUD: Create amendment" operation.

To change the owner of a subscription by creating an order:

  1. Determine the values of the following variables:

    Variable Description
    $SubscriptionNum The number of the subscription to update. For example, A-S00000001.
    $AccountNum The number of the account that will own the order. For example, A00000001.
    $TransferAccountNum The number of the account that will own the subscription and invoices. For example, A00000002.
    $Today Today's date. For example, 2017-09-30.
  2. Use the "Create and activate order" operation to create an order under an existing account:

    Request POST /v1/orders/
    Request Body
    {
      "orderDate": "$Today",
      "existingAccountNumber": "AccountNum",
      "subscriptions": [
        {
          "subscriptionNumber": "$SubscriptionNum",
          "orderActions": [
            {
              "type": "OwnerTransfer",
              "triggerDates": [
                {
                  "name": "ContractEffective",
                  "triggerDate": "$Today"
                },
                {
                  "name": "ServiceActivation",
                  "triggerDate": "$Today"
                },
                {
                  "name": "CustomerAcceptance",
                  "triggerDate": "$Today"
                }
              ],
              "ownerTransfer": {
                "destinationAccountNumber": "$AccountNumNew",
                "destinationInvoiceAccountNumber": "$AccountNumNew"
              }
            }
          ]
        }
      ],
      "processingOptions": {
        "runBilling": false,
        "collectPayment": false
      }
    }
    

    To create the order under a new account instead of an existing account, specify the newAccount field instead of the existingAccountNumber field.

To preview invoices for the updated subscription, use the "Preview order" operation.

SOAP Migration Guidance

When the Orders feature is enabled in your Zuora tenant, the SOAP API is not available. You must migrate any SOAP integrations to use the REST API instead. See Migrating From the SOAP API for the SOAP equivalent of this tutorial.

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