Scenario 3. Downgrading a Resource and Manipulating with the Subscription

This is one of the scenarios in which a customer downgrades one of the services they use and the system delays the processing of the downgrade order until the next billing date to gather the necessary usage statistics and issue an invoice that will not need future corrections. The capability to delay the processing of such orders is configurable. For more detail see Configuring Delayed Processing of Orders with Downgrade Items. For the full list of such scenarios see List of Delayed Downgrade Scenarios and How Subscriptions and Delayed Orders Are Affected.

Note: This scenario is valid for all the available billing models in Billing: Charge Before Subscription Period, Charge Before Billing Period, and Charge After Billing Period. For more information see Billing Models. The example below is for the Charge Before Billing Period billing model.

These are examples of the Downgrading Resource and Manipulating with Subscription scenario, where you place a change order to downgrade some resource and then perform certain manipulations with the subscription:

  • A. Put the subscription on or release it from credit or administrative hold.
  • B. Switch the service plan or subscription period.
  • C. Place another order to upgrade or downgrade a resource for the same subscription.

Preconditions:

See Preconditions from Scenario 1. Downgrading Resource or Scenario 2. Downgrading Resource and Purchasing or Upgrading Another Resource.

Assumptions:

There are no open Change Orders placed for the subscription.

Scenarios:

  1. Follow Scenario 1. Downgrading Resource or Scenario 2. Downgrading Resource and Purchasing or Upgrading Another Resource to create a change order with a downgrade item.
  2. From PCP go to Operations > Subscriptions. Click the subscription from Scenario 1 or Scenario 2 above.

    A. Put the subscription on or release it from credit or administrative hold

  3. Click Put On Hold. The subscription is put on administrative hold. The delayed change order with a downgrade item is not affected.
  4. Click Release From Hold. The subscription is released from administrative hold. The delayed change order with a downgrade item is not affected.
  5. Click Put On Credit Hold. The subscription is put on credit hold. The delayed change order with a downgrade item is not affected.
  6. Click Release From Credit Hold. The subscription is released from credit hold. The delayed change order with a downgrade item is not affected.

    B. Switch the service plan or subscription period

  7. Click the [Switch Plan] link in the Service Plan field. An error similar to the following appears:

    There is already a Change Order #CH000035 in Status Scheduled(WS). This order prohibits the 'Change Plan Period for Subscription' action. Please either cancel conflicting order or wait until it is processed; or contact Provider.

  8. Click the [Switch Period] link in the Subscription Period field. An error similar to the following appears:

    There is already a Change Order #CH000035 in Status Scheduled(WS). This order prohibits the 'Change Plan Period for Subscription' action. Please either cancel conflicting order or wait until it is processed; or contact Provider.

    C. Place another order to upgrade or downgrade a resource for the same subscription

  9. Switch to the Resources tab. Try to place another change order for the same subscription to upgrade or downgrade any resource. An error similar to the following appears:

    Cannot Upgrade/Downgrade Resources for Subscription #1000025: there is already a Upgrade/Downgrade Order #CH000035 in status Scheduled(WS). This order prohibits placing an order of the Same Order Type (Per Subscription). Please either cancel conflicting order or wait until it is processed; or contact Provider.

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