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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.

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

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.

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

Upgrade1.4.png


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).

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.

Please note that the Quantity is by default equal to the current subscription quantity. However, the user can edit it to what best suits their needs.


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

quantity.png

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

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.png

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)

The list will only include the existing 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.png


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.

Upgrade Date.png

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.

Partial Upgrade.png

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.

Upgrade4.png

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.

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