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On this page, you will learn how to complete a full or partial upgrade of an active NCE subscription within the BSS portal to another existing NCE subscription, provided it is within the subscription upgrade path. This option is also available via Storefront.

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:

Upgrade to an Existing NCE Subscription in BSS

Upgrade Steps

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, follow the steps below:

Click on the Upgrade button. UTEBSS2.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.

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Note

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

Select an

The Upgrade To

subscription option from the

drop-down list

, and click

shows all the available upgrade options. After the user selects the desired option, they click on Upgrade.

current-2.pngImage RemovedThe UTEBSS16 (1).pngImage Added



To help them through the process, the BSS user has the following information about the current subscription 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).

Edit the

The upgrade Quantity

.
quantity-2.pngImage Removed

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.

TipPlease note that the Quantity is by default equal to

is set by default to match the current subscription quantity. However, the user can edit it to suit their needs best.

4. Select Existing as the upgrade destination.

select existing.pngImage Removed
Note

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

  1. The subscription status is active.

  2. and provision is completed and active.

  3. 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.

  4. An upgrade path is available in BSS.

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

5. Choose any of the available existing subscriptions from the dropdown list. select existing-2.pngImage Removed

UTEBSS12.pngImage Added

Tip

Altering the Quantity number of the subscription will determine if the user will proceed with a full or partial upgrade towards an existing NCE subscription. For more information on full and partial upgrades, you may visit the related articles:

To proceed with an upgrade to an existing subscription, the user selects Existing as the upgrade destination.

UTEBSS13.pngImage Added


All the eligible existing subscriptions will appear in the dropdown list, as shown below:

image (3).pngImage Added

Here, the user can see the available subscription 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 destination subscriptions that meet all the criteria below:

  • The existing subscription status is active.

  • The existing subscription provision is completed and active.

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

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

  • The End Date is equal to or greater than the source subscription End Date.

    • The existing subscription is not part of a promotion or trial

    appropriate eligibility criteria. You may find the appropriate rules in our page https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1363869697/Upgrading+NCE+Subscriptions#Rules-for-Upgrading-to-an-Existing-NCE-Subscription .

    When the user selects an existing subscription from the list, the Final Unit Price is populatedcalculated and displayed.

    Click

    After double-checking everything, the BSS user may click Upgrade.

    upgrade-markup.pngImage RemovedSelect the UTEBSS15.pngImage Added

    After clicking Upgrade, a new pop-up window appears where the user selects the specific date when the upgrade should take effect

    in the new pop-up window

    , and clicks Save.

    date.pngImage Modified

    Click Save.

    save-1.pngImage Removed

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

    Execution Flow During the 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 The licence quantity is reduced based on the upgrade details.

    • Total Amount: Adjusted The Total Amount is adjusted according to the upgrade.

    • Unit Price: May change The Unit Price may change in the new destination, 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 destination subscriptions.

    [[screenshot]]


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