Excerpt
On this page, you can find the analysis of how to fully or partially upgrade an existing and active NCE subscription from within the BSS portal to a new NCE subscription that is within the upgrade path of the existing NCE subscription.

Applicable Rules for the Upgrade

The following section of the upgrade rules of NCE subscriptions needs to be upheld. Specifically, the list of these rules is found inside the following link:

https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1363869697#Rules-for-Upgrading-NCE-Products

Upgrading to a New NCE Subscription from the BSS Portal

BSS users can upgrade subscriptions via the BSS portal by selecting the dedicated upgradebutton, from inside the view page of an NCE Subscription.
By selecting the Upgrade button, all the available upgrade options appear in the Subscriptions Upgrade pop-up window, under the Upgrade To drop-down menu as retrieved by the Get Services Definition process, based on their eligibility.

The BSS user has available, by default, the following information:
Current Subscription: The name of the current subscription.
Quantity: The number of licenses of the current subscription.
Unit Price: The price per unit of the current subscription.
Billing Plan: The current billing plan (whenever applicable).
When a product is selected, the BSS user has the option (depending on the Quantity of licenses) to proceed with a full or partial upgrade towards a new NCE subscription, by altering the Quantity number of the subscription they wish to upgrade to. Please note that the Quantity value is by default the number of licenses from the existing subscription.
Info
The option to upgrade to an Existing (destination) subscription will become available in the upcoming releases.
“'Existing Price List' or ‘New Price List’” “Price List” Choice for the New Subscription
“Set Default Unit Price” Choice for the New Subscription
In this scenario, the BSS user can witness, based on the selected price list (from the available price lists) that there is certain information available, such as the Unit Price value, the Discount percentage value (or Currency Amount) as well as the Final Unit Price value.
In this scenario, the BSS user can click the icon next to the Unit Price field as well as next to the Discount field to fill in the desired values per field. After providing at least one of these two values, the Final Unit Price value will show the calculated result.
Therefore, the BSS user has the option of changing or retaining the same pricelist (based on the pricing of the upgraded product) as well as setting a default unit price manually instead of utilizing a price list. Lastly, once the product, its quantity, and the pricing method are set up, the BSS user can click on the Upgrade button, to proceed with the actual upgrade of the NCE subscription.
In the next pop-up window, specify the date when the upgrade should take effect, and select Save. The product will be provisioned to the end user automatically.
Partial Upgrading an NCE Subscription from the BSS Portal
To upgrade/downgrade a selected number of licenses via the BSS, specify the quantity on the respective field, before selecting Upgrade.
Upgrading an Annual NCE Subscription with Installments in BSS
Since the scenarios of upgrading a monthly or annual NCE subscription are fully supported in Storefront, in this section, we analyze the upgrade of an annual NCE subscription with a monthly payment plan (installments) from the BSS.
The BSS user can fully or partially upgrade an annual NCE subscription that has a monthly payment billing plan by clicking on the Upgrade button located inside the Subscription view page under the Shortcuts menu.
Full Upgrade: The rest of the upgrade path is explained in detail inside the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1258979342/Upgrade+Downgrade+a+Subscription#Full-Upgrade-via-BSS page.
Partial Upgrade: The rest of the upgrade path is explained in detail inside the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1258979342/Upgrade+Downgrade+a+Subscription#Partial-Upgrade-via-BSS page.
During the execution of an upgrade from the BSS platform, the following events happen to the existing annual NCE subscription with a monthly payment plan:
Full Upgrade
Partial Upgrade
A new installment plan is created on the existing subscription for the upgraded product.
The first installment’s Start Date is the subscription’s (new) Start Date.
The last installment’s End Date is the subscription’s End Date.
If the upgrade happens midterm (e.g. sometime during the 3rd month of a 12 month plan) then the new Installment Plan will have only 10 installments and the first installment will have a prorated charge according to the Billing Period.
The initial installment plan of the subscription will be canceled and:
the Credit invoice for the decreased quantity will be generated from the Billing Service.
will have all pending (not invoiced) installments canceled.
The existing subscription keeps the same Subscription ID and the same End Date.
The existing subscription changes the Start Date, the Product ID, and all its prices (initial/final/cost/protected/ etc.).
A new Subscription with a new Installment Plan is created for the upgraded product.
The first installment’s Start Date is the new subscription’s Start Date.
The last installment’s End Date is the new subscription’s End Date.
If the upgrade happens midterm (e.g. sometime during the 3rd month of a 12 month plan) then the new Installment Plan will have only 10 installments and the first installment will have a prorated charge according to the Billing Period.
The existing Subscription experiences a quantity decrease with a prorated refund calculated for the licenses that were upgraded.
The Credit invoice for the decreased quantity is generated automatically.