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 linklinks:

• https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1363869697#Rules1363869697/Upgrading+NCE+Subscriptions#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

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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.

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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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The BSS user has available, by default, the following information Upgrade To drop-down list shows all the available upgrade options. If a subscription has no available upgrade path, the Upgrade To drop-down menu will be empty.

To help them through the process, the BSS user can also review information on the current subscription:

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 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.

“Price List” Choice for the New Subscription	“Set Default Unit Price” Choice for the New Subscription
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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 Image 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.

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.

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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.

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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.

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After the user selects the desired option, they can click on Upgrade.

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

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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.).

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

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

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Here, the user can see the available existing (destination) NCE subscription information from the following fields:

• Subscription Name: Depicts the description/name of the existing destination NCE subscription.

• Term: Depicts the term of the existing (destination) NCE subscription, meaning (Monthly, Annually, etc.).

• Billing plan (if any): Depicts the billing plan (installment period) of the existing (destination) NCE subscription, if available. Otherwise, the field displays a dash(-).

• End date: Depicts the end date of the existing (destination) NCE subscription.

• Unit price: Depicts the unit price of the existing (destination) NCE subscription.

The Final Unit Price is displayed when the user selects an existing subscription from the list.

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

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A new pop-up window will appear, allowing the user to select the specific date when the upgrade should take effect.

Then, finally, the user clicks Save.

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

Partial Upgrade to an Existing NCE Subscription within the BSS Portal

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

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Execution Flow During the Upgrade

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

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

• Quantity: The license quantity of the source subscription is decreased based on the upgrade details.

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

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