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Activate pending subscriptions or orders

Zuora

Activate pending subscriptions or orders

If a subscription in an order has the service activation date, customer acceptance date, or both unfilled, or if the charges of the subscription have the Specific Trigger Date unfilled but with the Triggering Condition set as Upon a Specific Date, the subscription becomes a pending subscription and the order containing the subscription becomes a pending order.  A pending subscription or order may be created by different order actions and in different conditions. For more information, see Pending Order and Subscription.

You can directly activate a pending subscription only on the reinvented subscription page (that is, the new UI experience is enabled), otherwise, you need to activate the subscription by activating the order containing the subscription. For enabling the new UI experience, see Enable the new UI experience.

Note that the Order to Revenue feature or the Billing - Revenue Integration feature does not support the charges with no dates that come from the subscriptions in Pending Activation status.

Activate a pending subscription using the Zuora application

To activate a pending subscription on the reinvented subscription page, perform the following steps:

  1. Navigate to Customers > Subscriptions.
  2. Search for the subscription by selecting Status - Pending Activation or Status - Pending Acceptance in the Quick filter field and using other searchable and filterable fields. Select the status depending on whether the service activation date or customer acceptance date is unfilled.
  3. Click the subscription number in the row of the pending subscription to open the subscription details page.
  4. At the top right on the subscription details page, click Set Activation Dates at the top right.
  5. Do one of the following in the window that pops up:
    • Enter the empty Service ActivationCustomer Acceptance field, or both if the service activation date, customer acceptance date, or both are unfilled for the subscription
    • Enter the empty Specific Update Date field if the Specific Trigger Date is unfilled for the charges with the Triggering Condition of the charges set as Upon a Specific Date
  6. Click Save. Then, the status next to the subscription number displays as "Activate", which indicates the pending subscription is activated.

Activate a pending order using the Zuora application

To activate a pending order, perform the following steps:

  1. Navigate to Customers > Orders.
  2. Search for the order by performing an exact search for the pending order or filtering all orders in the pending status.
  3. Do one of the following in the row of the pending order:
    • Click the complete order icon icon-complete-order.png 
    • Click the order number of the pending order to open the order details page, and then click Complete at the top right

  4. Do one of the following in the window that pops up:
    • Enter the empty Service ActivationCustomer Acceptance field, or both if the service activation date, customer acceptance date, or both are unfilled for the subscription
    • Enter the empty Specific Update Date field if the Specific Trigger Date is unfilled for the charges with the Triggering Condition of the charges set as Upon a Specific Date
  5. Click Complete. Then, the status next to the order number displays as "Completed", which indicates the pending order is activated.

Activate a pending order using the REST API

Use the Update order action trigger dates operation to activate a pending order:

Request PUT/v1/orders/{orderNumber}/triggerDates
Request Body
{
  "subscriptions": [
    {
      "orderActions": [
        {
          "charges": [
            {
              "chargeNumber": "C-0000001",
              "specificTriggerDate": "2016-09-01"
            }
          ],
          "sequence": 0,
          "triggerDates": [
            {
              "name": "CustomerAcceptance",
              "triggerDate": "2016-09-01"
            }
          ]
        }
      ],
      "subscriptionNumber": "A-S00000009"
    }
  ]
}