How to Upgrade/Downgrade Subscriptions?

Introduction

The article provides a guide on upgrading or downgrading subscriptions, covering selection, scheduling, monitoring, limitations, and pricing details.

In this Article:

Subscription Upgrade/Downgrade Selection

1. Click on the Subscriptions tab and select Subscription you would like to upgrade/downgrade.

2. If upgrades/downgrades for the particular Subscription are eligible they will be presented at the bottom of the page:

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3. Click Upgrade/Downgrade.

4. The pop-up window will be presented asking to apply changes as shown:

Now – The change order is created and processed immediately.

On Renewal – this option allows changes to apply on renewal. This option may not be available for some subscriptions.

Custom date – this option allows you to select any future date. On the selected date, the order will be sent to the vendor, and changes will apply upon successful provisioning.

 

Subscription page, only shows the upgrades that the customer is eligible to, based on their country and industry.

For more details check the following article: Scheduled Orders - Scheduling Subscription Changes.

Once the desired option is selected, the following form will appear:

After changes are applied and Save button is selected, the following message will appear: 

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Changes will be saved immediately, and the order will be placed.

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Completed Order Status

By selecting View order, you can follow the status of its completion.

Upgrading/downgrading the order is the same as placing the order and the process has been described here: How to place an Order?

 

Partial Upgrades

Partial upgrades allow partner to designate some or a specified quantity of the license to be upgraded from one offer to another. Partial upgrade is defined if the license count is less than the initial subscription's license count.

What to expect when doing a partial upgrade?

As a result of partial upgrade, you will have two subscriptions: an existing one (initial subscription) and a new one (upgraded subscription). Initial subscription will have the same term end date as before however the count of the licenses will be decreased based on a count of the licenses upgraded.

Upgraded subscription will be created for the number of licenses upgraded with parameters (billing cycle and term) that user selected while doing upgrade.

 

Rename on Upgrade

After upgrading subscription to another offer, the name of the subscription is updated automatically to match the new offer. This should emphasize successful renewal on the UI and in the reports, as well as recognize corresponding invoice lines with the now-matching name from the vendor.

 

Limitations

  • As of Release 166, price on Appxite Platform while partially upgrading could be different from resulting one. For that there is a warning message under Price Area which states: 'Price after partial upgrade can be different. Please check the price in Subscription grid after order is processed'.
  • As of Release 166, after making partial upgrade, user will get 'Purchase' and 'Offer Provision' notifications about newly created subscriptions. 
  • As of Release 166, there are no restrictions on Appxite Platform regarding making partial upgrade from Microsoft trial offer (quantity 25) to Microsoft paid subscription. Such order will fail on Microsoft side and also will fail on Appxite platform, since it is restricted by Microsoft.

Summary

Familiar tools and solutions might become absolute and not serving the purpose anymore. When this happens, it is a sign for upgrade or downgrade in some special cases. Upgrade/downgrade rules differ from vendor to vendor and from program to program. For every partner or customer looking to improve their records it is important to look what are the prerequisites to upgrade or downgrade. Appxite platform supports partial upgrades and full upgrades/downgrades if they were made available by the vendor to their consumers. 

 

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