Versions Compared

Old Version 1

changes.mady.by.user Panagiotis Papanastasiou

Saved on

compared with

New Version 2

changes.mady.by.user Niki Rousaki

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt

On this page, you can find the analysis of will learn how to fully complete a full or partially partial upgrade of an existing and active (source) NCE subscription from within the BSS portal to another (destination) existing NCE subscription that , provided it is within the subscription upgrade path of the source 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:

Upgrading

Upgrade to an Existing NCE Subscription

from the

in BSS

Portal

BSS users can upgrade their NCE subscriptions via the BSS portal by selecting the dedicated upgrade Upgrade button, from inside the subscription view page of an NCE Subscription.
.

[[screenshot]]

To complete the Upgrade to Existing procedure, follow the steps below:

b847a8ed-5d32-4e42-9213-be0e1606ec78.pngImage Added



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, and based on their eligibility.

Note

If a subscription has no available upgrade path, the Upgrade To drop-down menu will be empty.

Upgrade1.4.pngImage Modified


The BSS user has the following information available , by default, the following information:

  1. Current Subscription: The name of the current subscription.

  2. Quantity: The number of licenses of the current subscription.

  3. Unit Price: The price per unit of the current subscription.

  4. 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 can proceed to a full or partial upgrade towards a new an existing NCE subscription, by altering the Quantity number of the subscription they wish to upgrade to.

Tip

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.

“Price List” Choice for the New Subscription

“Set Default Unit Price” Choice for the New Subscription

Upgrade2.1.pngImage RemovedUpgrade3.1.pngImage Removed

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 Edit Value Icon.pngImage Removed 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.

equal to the current subscription quantity. However, the user can edit it to what best suits their needs.


After selecting the desired “Upgrade to” product and the quantity, the user can click on Upgrade button and move forward to the screen below:

quantity.pngImage Added

Here, the user selects the destination of the upgraded subscription to New or Existing.

Note

The Existing option is only available to products that meet the below criteria:

  1. The subscription status and provision are active.

  2. The product supports the option to Upgrade to Existing. These products will appear with the appropriate flag icon to indicate they support the Upgrade to Existing option.

  3. There is an upgrade path available in BSS.

If all the above criteria are not met, the Existing radio button will appear as disabled.


After selecting Existing, the user can choose any of the available existing subscriptions from the dropdown list.

image-20241023-114900.pngImage Added

Here, the user can see the information below:

  • Subscription name

  • Term

  • Billing plan (if any)

  • End date

  • Unit price (unit price of the target subscription)

Note

The list will only include the existing subscriptions that meet all the criteria below:

  1. The existing subscription status and provision are active.

  2. The existing subscription belongs to the same account as the source subscription (the one to be upgraded).

  3. The Unit is equal to or greater than the source Unit period.

  4. The EndDate is equal to or greater than the source subscription EndDate.

  5. The existing subscription is not part of a promotion or trial.

(to mark up and check New/existing order)

image-20241023-120202.pngImage Added


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.

Upgrade Date.png

Partial

Upgrading

Upgrade of an NCE Subscription

from the

in BSS

Portal

To upgrade/downgrade a selected number of licenses via the BSS, specify the quantity on the respective field, before selecting Upgrade.

Partial Upgrade.png

Upgrading

Upgrade 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.

Upgrade4.png

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.

Table of Contents

Table of Contents
minLevel1
maxLevel6
include
outlinefalse
indent
styledefault
excludeTable of Contents
typelist
class
printabletrue