How can a reseller partner decrease or increase the number of licenses for an existing renewable (yearly) subscription in the Partner Portal?

Issue:

Resolution:

A reseller partner can only decrease the number of licenses within the renewal window = 90 days from the license expiry date.

In the New Partner Portal:

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
1. 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
1. 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

In the old Partner Portal:

License increase for Yearly license can be done by following these steps:

1. Click the Ordering-tab from main menu, then click Yearly from the sub-menu
2. Click New Order
3. For an existing customer, start typing the existing customer name into the Search-field and the customer should appear in the suggestions drop-down list -> select customer
4. Fill in order reference number (partner can choose this themselves, it is an internal reference for the partner helping them identify the customer and transaction and is visible on the bill we send)
5. Click Add products
6. Click Expansion
7. Select asset to be expanded
8. Fill in new total quantity for this license
9. Click Continue
10 Click Order to submit order

License reduction for Yearly license can be done by the following these steps:

1. Click the Ordering-tab from main menu, then click Yearly from the sub-menu
2. Click New Order
3. For an existing customer, start typing the existing customer name into the Search-field and the customer should appear in the suggestions drop-down list -> select customer
4. Fill in order reference number (partner can choose this themselves, it is an internal reference for the partner helping them identify the customer and transaction and is visible on the bill we send)
5. Click Add products
6. Choose sales type as 'Renewal' (this is where partner can decrease the license number during renewal)
7. Select asset to be renewed
8. Fill in new total quantity for this license
9. Click Continue
10. Click Order to submit order