Synchronizing a Single Subscription

After changing a service plan, it may be necessary to make the same changes to subscriptions. However, to avoid unwanted changes, it is important to prepare subscriptions for synchronization.

Before Synchronizing a Subscription

Before synchronizing service plan changes to a subscription:

1. Make sure that the subscription is ready:
   • The subscription is protected against unwanted price changes.
   • Automatic renewal is set properly, including changes to the automatic renewal policy made by customers in UX1 for Customers.
   • All orders for the subscription are processed.
2. Study the synchronization procedure and choose the appropriate combination of settings. If necessary, synchronize multiple subscriptions.

Freezing Subscription Prices to Avoid Accidental Price Updates During Synchronization

Subscription prices may be updated when subscriptions are synchronized with service plan changes.

To avoid accidental price updates for a subscription:

1. Go to Billing > Operations > Subscriptions. Click the necessary subscription.
2. At the bottom of the page, click Edit.
3. In the Subscription Prices section, select Freeze Prices. Save the changes.

Important: If a subscription is switched to another service plan, the Freeze Prices option is automatically reset to Disabled (the default value).

Synchronizing Service Plan Changes to a Subscription

To synchronize service plan changes to a subscription:

1. Open Operations > Subscriptions. Click the necessary subscription.

2. Click Synchronize. Complete the fields:

   • Update Subscription Prices: Select the checkbox to synchronize subscription prices with the service plan.

   • Update Subscription with frozen prices: You can select this option only if Update Subscription Prices is selected.

     Warning: If you select this option, subscription fees and resource fees will be updated even for subscriptions with frozen prices.

   • Update Notification Schedule: Select the checkbox to synchronize the subscription notification schedule with the service plan.

   • Update Subscription Service Terms: Select the checkbox to synchronize the subscription service terms with the service plan.

     Important: This setting does not affect the automatic renewal policy of a subscription after the customer changes the automatic renewal settings manually (by clicking DISABLE AUTOMATIC RENEWAL or ENABLE AUTOMATIC RENEWAL in UX1 for Customers).

   • Install new resource(s): Select this option to add new resources from the service plan to the subscription. Scenarios and system behavior are regulated by the Install into Provisioning System setting.
   • Remove obsolete resource(s): Select this option if, after the vendor changes the service in the vendor's system, certain resources must be removed from subscriptions.
   • Update Prices: Select this check box to synchronize subscription resource prices with the service plan. If resource rate periods are configured, resource prices are updated in subscriptions only if prices are modified in resource rate period configurations of the service plan.
   • Update Limits: Select the check box to synchronize subscription resource limits with the service plan.
   • Install into Provisioning System: This setting applies only when Install new resource(s) is enabled. This setting has the following values related to the corresponding synchronization scenarios:
     • Not install: Select this value if you must manually add new resources to subscriptions in CloudBlue Commerce after the vendor changes the service because changes in the vendor's system are not automatically propagated to CloudBlue Commerce (the system integration solution does not support such propagation).
     • Immediately: Select this value if you want to add new resources to the service plan, request the vendor to allocate corresponding resources in the vendor's system and synchronize the changes to subscriptions (during synchronization, CloudBlue Commerce sends resource allocation requests to the vendor's system).
     • Resource Order: Select this option if resource allocation to new subscriptions must be approved by management. In this case, during synchronization, a resource allocation order is created and, after the order is approved a manager, the resource is added to subscriptions in CloudBlue Commerce.
3. Click Synchronize. When synchronization is completed, you will receive a notification message.