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

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]]

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

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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 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.

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The BSS user has the following information available by defaultTo 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 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

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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

what best suits

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

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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 RemovedUTEBSS12.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 partial upgrades to an existing subscription, you may visit the related page section:

For more information on full and partial upgrades, you may visit the related pages:

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 information belowavailable 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 target subscription)existing (destination) NCE subscription.

Note

The list will only include the existing destination 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 RemovedIn the next pop-up window, specify the

appropriate eligibility criteria.

You may find the appropriate rules on our page:https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1363869697/Upgrading+NCE+Subscriptions#Rules-for-Upgrading-to-an-Existing-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, and select Save. The .

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.

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Partial Upgrade

of

to an Existing NCE Subscription

in

within the BSS Portal

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

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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.

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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.).

  • 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

    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.


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