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Change the Owner of a Subscription

Zuora

Change the Owner of a Subscription

The migration to full Orders is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available.

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 Create New Order icon CreateOrderIcon.png at the top right. The Create New Order page opens.

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

    You can enter the account by clicking either Search by Account Name or Specify complete Account Number.

    • If you click Search by Account Name, type part of the account name in the Account field and the filtered accounts can be dynamically listed for your selection.
    • If you click Specify complete Account Number, type the exact account number.
  4. Click Modify Existing Subscription.

  5. In the Select an existing subscription area, locate the target subscription to which you are to add products by using the Search field.

  6. On the target subscription line, click Select in the Action column. 

  7. In the Associated Subscriptions area, click the menu icon in front of the subscription to display the operations you can perform, and then click Owner Transfer

    owner-transfer.png

  8. In the pop-up window, complete the following steps:

    1. Specify the appropriate dates for this operation in the Contract effective, Service activation, and Customer acceptance fields. For more information, see Billing Trigger Dates.

    2. Specify the account for the subscription owner and/or the invoice owner. The new owner must have the same currency setting as that of the original owner.

    3. Click Continue. An order overview is displayed.

    After this step, do not perform any additional order action to this subscription. Otherwise, an error message will be displayed indicating that Owner Transfer must be the last order action.

  9. 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.