6.12.2 How to Update Running Subscription Contracts

Challenge

Altering running Subscriptions, whether upgrading or downgrading, can be complicated when you need to consider the fact that some Subscriptions may already be partially invoiced or the prorated distribution for items which don’t run the entire duration of the Subscription Contract.

Solution

Through use of the End Campaign Item function, and custom quantity logic, users can seamlessly upgrade, downgrade and prematurely end items in a running Subscription Contract.

Adding New Subscription Ad Price Assignments to a Running Subscription Contract

To add a new Subscription Ad Price Assignment to a running Subscription Contract (in order to upgrade or downgrade the contract), simply navigate to the Subscription Contract you want to enhance App Launcher > Subscriptions. Go to Related > Subscription Ad Price Assignments > New

When adding new Assignments, how the relevant Campaign Items will be created depend on whether or not the Assignment runs for the entire duration of the Subscription Contract period.

  1. Runs the entire duration of the Subscription Contract

    When the items runs for the entire period of the Subscription Contract, for example it was simply forgotten in the initial setup. Create the Subscription Ad Price Assignment as set out in the initial Subscription Contract setup.



  2. Runs only partially in the Subscription Contract

    When the item runs only partially in the Subscription Contract period, the quantity of the Campaign Item to be created can either be calculated pro rata (based on the quantity for the entire period) or set custom. For example, an item runs partially in a monthly period Subscription Contract.

    The quantity for this item would usually be 1, if it were to run the entire duration. However, I want to set a custom Quantity of ,5 for the partial runtime in the current period




    The following Campaign Items will be created for this Assignment
    - Current period: 15.08.2020 - 31.08.2020 - Quantity .5
    - If renewed: 01.09.2020 - 30.09.2020 - Quantity 1

    OR

    Where I want the quantity for the partial runtime in the current period to be based on how many days it is in the current period, simply leave the Custom Quantity empty and the system will calculate this value for you automatically



    The following Campaign Items will be created for this Assignment
    - Current period: 15.08.2020 - 31.08.2020 - Quantity .55 (= sales price/total days in period * total days assignment runs in period)
    - If renewed: 01.09.2020 - 30.09.2020 - Quantity 1

Prematurely Ending a Subscription Ad Price Assignment in a Running Subscription Contract

In order to upgrade or downgrade a Subscription Contract, it might be necessary to prematurely end a running Assignment. Navigate to the Subscription Ad Price Assignment which you want to end. App Launcher > Subscriptions. Go to Related > Subscription Ad Price Assignments > Press End Assignment


You then follow the same steps as you would if you were ending a Campaign Item. Once the end process has been completed, either through pressing update in the end Assignment Modal or the item ending and the Quantity updating using the workflow, the current Campaign Item for this assignment will be updated with the new until date and quantity, open preinvoices will be updated and/or cancelled, and the Assignment will be set as not valid for renewal ensuring it will not be extended through any automated renewal process.

 

Setup

In order to upgrade, downgrade and prematurely end an item you need to ensure the following