Skip to main content

Change the Terms and Conditions of a Subscription

Zuora

Change the Terms and Conditions 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 terms and conditions of a subscription by creating an order. You will change the duration of the current term to be 20 months. You will also change the duration of the renewal term to be 6 months.

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 change
  • The service activation date of the change
  • The customer acceptance date of the change

Use the Zuora application

To change the terms and conditions 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. By default, the account that owns the order will also own 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. 

    select-subscriptions.png

  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 Update Terms and Conditions.

    update-terms-conditions.png

  8. In the Update Terms and Conditions window, complete the following steps:

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

    2. In the Initial term field, set the value to 20.

    3. In the Renewal term field, set the value to 6.

    4. Click Continue and close the window. An order overview is displayed.

  9. Click Activate to activate the order.

Use the REST API

You can use the "Create and activate order" operation to change the terms and conditions 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 terms and conditions 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.
    $Today Today's date. For example, 2017-09-30.
    $TermStartDate The new start date of the current term. For example, 2017-11-01.
  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": "$SubscriptionNum",
          "orderActions": [
            {
              "type": "TermsAndConditions",
              "triggerDates": [
                {
                  "name": "ContractEffective",
                  "triggerDate": "$Today"
                },
                {
                  "name": "ServiceActivation",
                  "triggerDate": "$Today"
                },
                {
                  "name": "CustomerAcceptance",
                  "triggerDate": "$Today"
                }
              ],
              "termsAndConditions": {
                "lastTerm": {
                  "startDate": "$TermStartDate",
                  "period": 20,
                  "periodType": "Month",
                  "termType": "TERMED"
                },
                "renewalTerms": [
                  {
                    "period": 6,
                    "periodType": "Month"
                  }
                ],
                "renewalSetting": "RENEW_WITH_SPECIFIC_TERM",
                "autoRenew": true
              }
            }
          ]
        }
      ],
      "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.