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Back to Subscriptions Main Page

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Use Swap Services to replace existing Termed Services with new ones

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Table of Contents

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When to use Swap Services

Use Swap Subscription Services to change an existing Subscription Termed Service to a different one. There are three available Swapping Types:

  • Upgrade (Swapping to a more expensive package)
  • Downgrade (Swapping to a cheaper package)
  • Switch (Swapping to a package of the same price)

The System distinguishes between Swap Types on submitting the Action without the need of user assistance. If a Classification (Type of Swap) is selected by the agent, then available Services will be filtered based on that Type. 
Tiers determine the filtering and choice if Swap Types.  The Tier of each provisioning Subscription Service is defined and configured in the Subscription Definitions.

Note

View the Billing Term Definition for more information on the rules that can be set to allow Service Swaps. Different rules can be applied for each of the three Types:

  • Upgrade
  • Downgrade
  • Switch

Rules can be differentiated further, offering greater flexibility, for:

  • Mandatory Services
  • Optional Services

If there are Tiers in the Subscription Definitions following other Tiers, then when selecting a Mandatory Service belonging to a leading Tier to switch to, only Optional Subscription Services (if any) following the same Tier will be displayed.

For example, in the table below, if the Mandatory Service on the Subscription is Platinum and the Optional Service is Movies 1, when selecting to switch to Silver the only available Optional Service to swap to is Movies 3.

Mandatory Services (Leading Tier)Optional Services (Following Tier)
ServiceTier LevelServiceTier
Silver30Movies 310
Gold20Movies 220
Platinum10Movies 110

View the Information Table below for information related to the Scheduling, Preview Rating and Classification of the Subscription Action.  Check the Validations & Restrictions Table for a list of available Actions, including each Action's related validations, restrictions and a description of its system process.

View 'Using Subscription Action Modal' available in Managing Subscriptions for more information on executing the Action.

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Subscription Action Information

Action can be scheduled

 

Preview Rate AvailableBehaviour CodeBusiness Classification Code
(tick)(tick)SWAPSERVICE
  • UPGRADESERVICE
  • DOWNGRADESERVICE
  • SWITCHSERVICE

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Restrictions & Validations

ActionValidationsRestrictionsAdditional InformationSystem Processing
Swap Service
  • The Subscription should be owned by an 'Active' Accounts Receivable.
  • Active Subscription Definition rules are observed.
    • Subscription restrictions are observed.
    • Subscription Service restrictions and dependencies are observed.
    • The restrictions and dependencies set by each Distributor on Subscription Services are observed. 
    • Subscription Installed Item restrictions and dependencies are observed.
    • The restrictions and dependencies set by each Distributor on Subscription Installed Items are observed. 
  • Active Billing Term Definition rules are observed.
    • Service Swap rules are observed.
  • The available Services to swap to are the ones that belong to:
    • Allowed Services of the Subscription Type.
    • Allowed Services of the Prepaid or Normal Billing Term Scheme.
    • Allowed Services of the Provisioning Distributor.
  • The available Services to swap to follow the Tier rules specified in the 'Active' Subscription Definitions
  • The Action is available only if the Subscription Service is in one of the following Life Cycle States
    • Draft
    • Effective
    • Not Effective

 

  • Include Page
    Instant Validation and Billing of Prepaid Subscriptions
    Instant Validation and Billing of Prepaid Subscriptions
  • The new Subscription Services are added together with the related Provisioning Distributors, if not already there.
  • The removed Subscription Services are removed together with their distribution.
  • The Life Cycle State of the added Service is set equal to the Life Cycle State of the removed one.
  • The Life Cycle State of the removed Service is set to 'Swapped', and the initial Life Cycle State Period is 'Closed'.
  • The following is set to the Subscription Services according to Business Rules
    • Billable Start Period (Billing Term Scheme)
    • Billing Effective Date (Billing Term Scheme)
    • Billing Directives (Billing Term Definition).
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