Subscription Transfer Overview

Transferring of a customer subscription is performed by provider’s or reseller’s staff in the control panel:

1. The vendor finds the customer account in PCP/RCP, selects the list of subscriptions to be moved (it can be all subscriptions) and the target customer account.
2. In some cases the system will correct the list of subscriptions to account for linked subscriptions (the ones that cannot be moved without each other), and asks to confirm the new (expanded) list of subscriptions. The explanation why the list was expanded is displayed. The staff member confirms the selection. During the transfer operation, a transfer order is created.
3. The system transfers the subscriptions and displays the success message. The target customer gets notification about the new subscription.

Transferred Data

1. Subscription data
   • Service status history
   • Resource limits in subscription
2. Services
   • Domains
3. Hosted data
   • DNS hosting
   • Microsoft 365 data
   • APS 2.x apps
4. Users
   • Service Users – both with restricted (per subscription) access and account-wide.

Non-Transferred Data

1. Orders.
2. AR Documents – memos, invoices, payments, etc.

3. Staff members.

   Note: If a staff member has restricted access to a subset of services/subscriptions, it continues to be linked to them even when these subscriptions are transferred to another account. After the transfer, these subscriptions will not be displayed to the user (because they no longer belong to the same account), but will be linked in the database. This is made to avoid problems with a common logic in Operations: a staff member that doesn’t have any access restrictions "sees" all subscriptions of the account.

4. Customer class defined by purchased plan. The customer class of the new customer account is not changed to that defined in the subscription’s plan.

Billing and Refunding Transferred Subscriptions

• Resource overusage for the whole billing period (including the part occurred under the source account) will be charged to the new account (for ABP) / not refunded (for BBP and BSP).
• Generating the billing order (to reset resource overusage) is not supported.
• Refunding the customer account for the rest of the pre-paid period is not supported.
• For accounts billed “per account” (aka "consolidated invoicing”) a consolidated invoice doesn't get generated. Orders pending consolidation would be consolidated under the old customer account.

Applying Discounts and Promotions to Transferred Subscriptions

Discounts. A discount (by customer class and by customer account) initially applied to the subscription won’t be applied to consequent billing and renewal orders if the new customer is not eligible to that discount. Conversely, if a customer is eligible to a discount previous subscription owner wasn’t eligible to, the consequent orders get discounted under the new customer account.

Promotions. A promotion (by customer class, by parent plan, by promo code) initially applied to the subscription remains attached to the subscription only if the new customer is eligible to that promotion (all promotion conditions are met and per customer limit is not exceeded). Otherwise the promotion gets detached from the subscription leaving the price in the subscription intact, so next sync with the plan (on subscription renewal or manual sync) would change the price to that set in the plan (without promotion) unless it is fixed explicitly in the subscription.