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

• https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1363869697/Upgrading+NCE+Subscriptions#Rules-for-Upgrading-to-an-Existing-NCE-Subscription
  

Upgrade to an Existing NCE Subscription in BSS

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

[[screenshot]]

Upgrade Steps

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

Image Removed

1. Click on the Upgrade button.

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.

Image Added

2. Select an Upgrade To subscription option from the drop-down list, and click Upgrade.
   

Image Removed

Image Added

The BSS user has the following information available by default:

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).

3. Edit the upgrade Quantity.
   

   Image Added

When a product is selected, the BSS user can proceed to a full or partial upgrade towards an existing NCE subscription, by altering the Quantity number of the subscription they wish to upgrade to.

Image Removed

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

4. Select Existing as the upgrade destination.

Image Added

After selecting Existing, the user can choose 5. Choose any of the available existing subscriptions from the dropdown list.

Image Removed

Image 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)
  

(to mark up and check New/existing order)

Image Removed

In the next pop-up window, specify the When the user selects an existing subscription from the list, the Final Unit Price is populated.

6. Click Upgrade.
   
   

   Image Added

   
   

7. Select the date when the upgrade should take effect

6. in the new pop-up window.
   

   Image Added

   
   

7. Click Save.
   

   Image Added

After the above procedure is complete, the product will be provisioned to the end user automatically.

Image Removed

Partial Upgrade of an NCE Subscription in BSS

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

Image Removed

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.

Image Removed

• 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.).

Upgrade Execution

After the upgrade is executed, the following actions will occur in BSS:

• Subscription Status: For a partial upgrade, the source subscription remains Active. For a full upgrade, it changes to Cancelled.

• Quantity: Reduced based on the upgrade details.

• Total Amount: Adjusted according to the upgrade.

• Unit Price: May change due to pricing factors (e.g., billing plans markup, pricelist rule changes).

• Invoices: A credit pending invoice is issued for the source subscription, reflecting the downgraded quantity and remaining days. A debit invoice is issued for the target subscription, covering the upgraded quantity and billing cycle.

• History: New records are logged for both the source and target subscriptions.

[[screenshot]]