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Change terms and conditions of subscriptions

Zuora

Change terms and conditions of subscriptions

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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 UI

To change the terms and conditions of a subscription:

  1. Navigate to Customers > Orders. The Orders page opens.

  2. Click Create New Order 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 Account Name or Account Number.

    • If you click 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 Account Number, type the complete account number.

  4. Choose what you want to do by clicking Amend 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. 

    SelectExistingSubscription.png

  7. In the Associated subscriptions area, click Update Terms and Conditions.

  8. In the Update terms and conditions window, complete the following steps:

    1. On the Trigger Dates line, 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. (Optional): In the Custom Fields area, enter the reason for updating terms and conditions in the Change Reason field.

  10. (Optional): To preview billing information for the subscription, click Preview Billing. Specify the preview settings and click Update Preview to see the preview invoices. After you are finished, click Done to return to the previous page.

  11. Click Activate to activate the order.

Use the REST API

You can use the "Create order" operation to change the terms and conditions of a subscription. Before the Orders feature is enabled, you have to use 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 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.