Copying Subscriptions & Assets in Reseller's BSS

Owned by Apostolos Karakaxas
Last updated: Jul 16, 2020 by Panagiotis Papanastasiou
7 min read


After completing the migration of the accounts in reseller's BSS, you can proceed by copying their subscriptions and their assets. 

This action is available in the shortcuts menu in the reseller's details page.

By clicking this action, the system will first do a check whether this action can be executed or not and then it will proceed with the subscriptions copy.

Pre-Execution Checklist

The following conditions must be met before starting the actual copy of the subscriptions. 

  1. The subscriptions must have the same currency as the pricelist of the tenant reseller. If this is not true the process will stop  and an error message will be displayed including the subscriptions with the different currency.
    resolution: Cancel or delete these subscriptions in your BSS

  2. Subscriptions' primary products, add-ons and billing cycle must have been successfully copied in reseller's BSS. Especially for the billing cycle, this means that if the subscription is annual, the product must have been added in the price list for the annual billing cycle too and not only for the monthly. If this is not true the process will stop and an error message will be displayed with a list of the subscriptions that cannot be copied



    resolution: Add in reseller's pricelist the missing products, add-ons and units and then run the update tenant reseller process for the tenant reseller to be updated.

  3. The subscriptions accounts should be synced with the product's correspondent provisioning systems and cloud applications. For an Office 365 subscription for example, we must make sure that account's MS Cloud Services sync options have been copied down to the corresponding account in the tenant's organization. 
    1. If the account in reseller BSS has sync status = synced, we can continue with subscriptions transfer.
    2. If the account in reseller BSS has the same sync status as the related account in your BSS, we can continue with subscriptions transfer.
    3. If the account in reseller BSS has different sync status from the related account in your BSS, we stop the process and an error message will be displayed including the subscriptions the where their accounts have provisioning sync details that are missing from reseller BSS.

    resolution: In your BSS, update the missing provisioning sync options and sync the correspondent accounts. Re-run the subscriptions copy process.


After completing the above checks, the system will do a final check whether the subscription accounts have been successfully copied in reseller's BSS. If there are accounts that haven't been copied yet, the copy subscriptions action will copy also the missing accounts before starting the copy of the subscriptions.

Execution Process

If all the above checks have been completed successfully, a confirmation popup will be presented for the user to confirm the initiation of the process.

By confirming this action:

  1. All missing accounts will be copied in reseller BSS as described in copying customers in reseller's BSS
  2. The subscriptions will be copied as described in the next paragraph
  3. A pending invoice will be created for each copied subscription
  4. The backordering mechanism will be activated automatically as described in Activating the Back Ordering Mechanism
  5. The reseller is no longer a lite reseller.
  6. The copied subscriptions will be displayed in your BSS with the following ribbon that means that this subscription is now managed by the reseller from his BSS. Check Copying Reseller Subscriptions in Distributor BSS for understanding what is allowed to do with these subscriptions. 


How a Subscription in Copied to Reseller's BSS

The subscriptions that get copied in reseller's BSS are the:

  • Paid active / inactive / suspended /pending for cancellation subscriptions that are related with reseller's end customers and they are for a product the belongs in reseller's price list. 
  • The active or inactive trial subscriptions

We don't copy the:

  • cancelled subscriptions
  • The subscriptions that are for reseller's personal usage

Subscription Values

The subscriptions we create in reseller's BSS will have the following values:

  • Generic Fields (Name, type, status). As is in your BSS
  • Start Date. We set as start date the start date of the subscription in your BSS.
  • End Date. It will be calculated based on the options the reseller has setup for the customer and the product. It is possible the subscription in reseller's BSS to have different billing cycle from the one you have in your BSS (for example the reseller defined different billing day for his customer from the one you have defined for him in your BSS).
  • Customer. Reseller's end customer
  • Billing To. It will be the end customer or a new lite reseller if the tenant has linked the customer with a lite reseller defined directly in his BSS.
  • Renew Automatically. As is in your BSS
  • Product Details. 
    • Product / billing cycle / quantity. As in your BSS
    • Bill when the subscription is activated. As is in your BSS

    • Price list/discounts. These values will be set according to the options the reseller has set for the customer and the product.  Below some examples:

      • If the customer is related with a price list that includes subscription's product, the subscription will be related with the pricelist. 

      • If the product is under promotion in reseller's BSS, this promotion will be applied
      • If the product has volume discount, it will be applied
  • Add-ons. Any active add-ons will be copied. The system will calculate its price based on the options the reseller has set for the add-on. 
  • Provisioning Sync Status. We copy subscription's status and we also copy the related external ID.
  • Access details
    • Responsible User. It will be reseller’s admin user, the first and only user that is created when the reseller's BSS is created.
    • Permission Rule. The common rule that is created during tenant creation.
  • History line comment. All subscriptions that are copied in reseller's BSS will have a history line comment on the date & time of creation noting that the subscription was transferred from the your BSS

Trial Subscriptions

The trial subscriptions are copied in reseller's BSS and are deleted from your BSS. A trial subscription will be copied back in your BSS from the backordering process when it will be get upgraded to paid in reseller's BSS. The trial end date will be the one the subscription has in your BSS.

Price Protected Subscriptions

The copied subscription will be under price protection only if the product has price protection (e.g Terms > 0) in reseller's BSS. If the original subscription is under price protection but the product in the reseller's BSS has Term=0, no price protection will be applied to the new subscription.

Subscriptions under price protection will have the following values:

  • Price Protection End Date. It will be calculated based on the protection end date the subscription has in your BSS but it will be adjusted in accordance with the renewal date the subscription has in reseller's BSS.
    If for example the price protection end date in your BSS is 23rd of November 2018 and in reseller's BSS the renewal date is 1st of the month (because for example the reseller has setup customer's billing day to be the 1st of the month) , the protection end date in reseller's BSS will be 30th of November 2018.
  • Protected Sell Price. It will be the protected sell price the subscription has in your BSS
  • Protected Cost Price. It will the be the unit price the subscription has in your BSS

Subscriptions with Free Period

The copied subscription will be under free period in reseller's BSS only if the following conditions are met:

  • The product in reseller's BSS has enabled the free period option
  • The subscription in your BSS it is still under free period.

In this case, the subscription will be under free period in reseller's BSS and the free period will be active for subscription's first billing cycle. Let's see an example

  • The subscription in your BSS was created on 10th of July and the current billing is 10th of July - 31st of July
  • The subscription is copied in reseller's BSS on 20th of July
  • The subscription is for a customer with billing day 4th of the month and the product has enabled the free period option

In the above scenario, the subscription is reseller's BSS will be under free period for the billing cycle 10th of July - 3rd of August.


How an Azure Reservation Asset is Copied to Reseller's BSS

All reseller's Azure Reservation assets are copied to his BSS. 

Asset Values

The assets we create in reseller's BSS will have the following values:

  • Generic Fields (Name, status, purchase date). As is in your BSS.
  • Customer. Reseller's end customer.
  • Price list/discounts. These values will be set according to the options the reseller has set for the customer and the Azure Reservation product. 
  • Microsoft Azure Reservation Details. We copy all the fields apart the "Subscription" field since this fields include the ID of the Azure subscription in your BSS.

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