Update to current service plan version may be required in case provider has somehow changed original service plan that customer has earlier subscribed to. Therefore, customer's subscription has to be brought in correspondence with current service plan (in terms of prices, notification template, resources).
To synchronize subscription with plan:
- Open Operations > Subscriptions. The list of subscriptions appears on the screen.
- Select subscription you want to synchronize by clicking on the respective link in the ID or in the Subscription Name column. Selected subscription properties appear on the screen.
- Click Synchronize. The subscription synchronization dialog window is displayed. Fill out the form:
- Select the Update Subscription Prices check box to synchronize subscription prices with plan.
- Select the Update Notification Schedule check box to synchronize subscription notification schedule with plan.
- Select the Update Subscription Service Terms check box to synchronize subscription service terms, whether subscription is renewed automatically and renew point with plan.
- Select the Install new resource(s) check box to synchronize number of subscription resources with plan. New resource installation depends on Install into Provisioning System field value.
- Select the Remove obsolete resource(s) check box to synchronize number of subscription resources with plan.
- Select the Update Prices check box to synchronize subscription resources prices with plan. If resource rates have resource rate periods configured, resource prices will be updated only if prices in resource rate periods in plan have been changed.
- Select the Update Limits check box to synchronize subscription resources limits with plan.
- Select how new resource will be installed in Operations from the Install into Provisioning System list. Following options are available:
- Immediately – new resource is installed immediately after synchronization.
- Resource Order – after synchronization, resource order is created and resource is installed in Operations after the order is approved.
- Not install – new resource is not installed in Operations. This option is used if plan is changed after resource has been installed in Operations.
Note: if a customer has turned on or off the auto-renew option for his/her subscription, it will stay unchanged even if Update Service Terms synchronization option is selected.
- Click Synchronize to update subscription parameters to plan.
If update succeeds, you will be notified that the subscription has been successfully synchronized. This means that all the prices and other options were copied to the renewed subscription.