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When to use Swap Services

Swap Use Swap Subscription Services is an action used to allow subscribers to switch to change an existing Subscription Termed Service to a different package from what they currently have. Swapping can be categorized to the following 3 typesone. 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 decision as to which Swap type is being executed is taken by the system. You do not need to be aware of what type of swap you are making, however the system will distinguish between them on submitting the action. The decision as to what type of swap it is, is taken based on the Tiers.

Tiers are configured in the Subscription Definitions where you can define to which Tier each provisioning subscription service belongs to. 

Rules may be configured in the system related to when and if the Service swap is to be allowed via the Billing Term Definitions. Differentiation to the rules may be applied on 3 different occasionsSystem 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.

Further flexibility is offered by allowing differentiation on the rules between:

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 AvailableBehavior	Behaviour Code	SWAPSERVICE	Business Classification Code
		SWAPSERVICE	UPGRADESERVICE DOWNGRADESERVICE SWITCHSERVICE

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Restrictions & Validations

Executing Swap Services

Find the action you would like to execute and click on the link to open the action details in a modal window
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SUBSCRIPTION ACTION DETAILS

SCHEDULING INFORMATION

Once the action is submitted the following changes will be carried out by the system:

• Adds specified subscription services
• Adds related provisioning distributors, if they do not already exists
• Distributes the specified subscription services to their related provisioning distributors
• Removes specified services
• Removes the distribution related to the specified services
• Swaps subscription services having a dependency with the swapped subscription services as specified in subscription service tiers.
• If the business behavior code was not specified, then it sets it, by comparing the subscription service to be replaced and subscription service to be replaced by against the subscription service tiers, as specified on the active subscription definitions
• Sets the subscription life cycle state of the added service equal to the life cycle state of the removed one
• If removed service’s state is draft then the added service’s state is set to draft
• If removed service’s state is not effective then the added service’s state is set to not effective
• If removed service’s state is expired then the added service’s state is set to expired
• If removed service’s state is Effective then the added service’s state is set to effective and the effective date is set equal to the execution date (if not specified)
• Sets the subscription life cycle state of the removed service to swapped, close the initial life cycle state period of the swapped service and created a new one that shows the swapped period.
• Creates a new subscription service life cycle state history for the new service and sets the starting date of the period as the action’s scheduled date and the corresponding life cycle state.
• Billable period start date and billing effective dates are set based on billing term scheme
• Billing directive is set based on the additional billing directions specified on the active billing term definitions