Issue:
How can a reseller partner decrease or increase the number of licenses for an existing renewable (yearly) subscription in the Partner Portal?
Resolution:
A reseller partner can only decrease the number of licenses within the renewal window = 90 days from the license expiry date.
License amount increase can be done by following these steps:
- Open the Sales tab from the main menu and go to Accounts
- Select the customer account
- Go to the Deal Ordering & Subscriptions tab and click Amend Contracts
- Select Amend Subscriptions and click Next
- Select the contract that will be amended and click Amend next to the contract you want to amend
- Set the Amendment Start Date (by default start date is today, can be set to 31 days in the future)
- Select Contract for the amendment
- Verify that you are opening the correct contract for amendment, proceed by clicking Amend (the quote will appear)
- Click on the pen icon next to the Quantity field and enter the new quantity
- Click on the Quick Save button to apply the changed on the quote line data
- Effective Quantity column shows the increase or decrease of the number of seats. In essence: How many seats are added to the subscription with this amendment
- Click Save to save the amendment quote
- Click Generate Order
- Before generating an order from a quote, double-check that the products, quantities, and pricing are correct and as intended
License amount decrease:
- Open the Sales tab from the main menu and go to the Renewal Center
- Select the customer from the list and click Renew + Modification
- Enter the new license Quantity and click Quick Save to update the quote
- Click Save to save the quote
- Make sure the amount and price are correct and then click Generate Order
Article no: 000011350