Viewing and updating Subscription's details

To view the Subscription details:

1. Sign in to the Operator Control Panel.
2. On the Navigation bar, go to Subscriptions (see Navigation). The Subscriptions page is displayed (see Viewing the list of Subscriptions).
3. Click the ID or Name of a required Subscription. The Subscription details page is displayed, which has the following tabs:
   

   • General — general information about the Subscription. 

     You can add a note in the Notes field (see Adding Notes).
   • Orders — the list of all Orders for the current Subscription (see Viewing the List of Orders).
   • Resources — ordered resources of the selected Subscription (see Plan Resources).
   • Charges — the list of Subscription Charges (see Viewing the List of Charges).
   • Transaction — the list of Subscription transactions (see Viewing the List of Transactions).
   • Event Log — Subscription log (see Viewing the System Log).
     
     

The General tab contains the following subscription information:

• For Subscriptions that were blocked due to the Payment overdue, the information message is displayed. The message explains the reason of blocking the Subscription and lists the Payments to be be paid.
• For Subscriptions that were blocked due to exceeding the Subscription credit limit for the current Billing period, the information message is displayed. The message explains the reason of blocking the Subscription and lists the billing operations that are not available for the Subscription.

• Subscription information group:

  • ID — unique identification number of the Subscription.
  • Trial — type of the Subscription:
    • Yes — the Subscription is trial.
    • No — the Subscription is provisioned on the paying basis.
  • Name — Subscription name.
  • Manager — name of the Manager assigned to the Account.
  • Account — Account name.
  • Plan — name of the Plan.
  • Status — Subscription status (see Viewing the list of Subscriptions).
  • Plan period — period of the Plan.
  • Start date — Subscription activation date.
  • Expiration date — date when the Subscription will be stopped if the auto-renewal was not set (see Auto-Renewing a Subscription) or the Stop period and Grace period were not configured in the Plan class (see Creating a Service Term). Also, the manual change of the expiration date can be executed only for service operations (see Setting the Expiration Date of a Subscription).
  • Promo code — a field which can be used to get discount on the current Subscription (see Managing Promo Code Discounts).
  • Service Term — name of the Service Term (see Managing Service Terms).
    
    
    
    
• Payment model group:
  • Payment model — the payment model set in the Account Class, unavailable for changing.
    
    • Prepay — the customer makes payments before factual using the service.
    • Postpay — the customer makes payments after factual using the service.
    For the Postpay model, the following elements are displayed:
  • Payment expiration period — value of the parameter from the Account Class, unavailable for changing.
    

  • The Subscription credit limit field and the Use from the account settings switch — by default, the switch is On and the Subscription credit limit value is displayed from the Account settings, unavailable for changing. To define the individual Subscription credit limit for the Subscription, set the Use from the account settings switch Off and in the Subscription credit limit field, enter the new value.
    

    When the Subscription credit limit is changed, the Account Owner receives a Notification on the new settings (see Creating an Event Handler and Viewing the List of Event Handlers).

  • Current debt — Subscription debt that is calculated as the total amount of all blocked Charges for the Subscription for the current Billing period.
    

    If the Current debt exceeds the Subscription credit limit (including the open Charges that will be blocked for Subscriptions with the CSP monthly, CSP annual, and G Suite billing types during the Subscription activation), the information message is displayed. The message explains that the Subscription cannot be activated due to the aforementioned reason.

    
    
    

• Renewal settings group:
  

  • Auto-renew — the option for activating the automatic Subscription renewal (see Auto-Renewing a Subscription). Not displayed for Subscriptions with the endless period. 
  • Disable the Auto-renew option — the option for forbidding the Customer to change the Auto-renew option of the Subscription. The default value is inherited from the Plan when the Subscription is created. After that, the Subscription value is independent. Not displayed for Subscriptions with the endless period. 

  • Auto-renew point (days):

    • For Subscriptions with the non-endless period — number of days before the Subscription expiration date when a Renewal Order is automatically created for the Customer.

    • For Subscriptions with the CSP monthly billing type — number of days before the Paid to date, when the billing process starts the attempts to create a Prolong Order (see Prolonging a Subscription).

  • Manual renew point (days) — number of days before the Subscription expiration date, when the Renew button for the Subscription becomes available. For rest of the period when the renewal is not possible, the Renew button is not displayed on the Subscription’s details page in Operator (Reseller) Control Panel and Customer Control Panel. The default value is inherited from the linked Service Term (see Creating a Service Term) when the Subscription is created. After that, the Subscription value is independent.

    To make manual renewing of a Subscription available for all the Subscription period, enter -1.

    To make manual renewing of a Subscription completely unavailable, enter 0.

    The Manual renew point cannot be less than the Auto-renew point. If the Manual renew point is -1, the validation is not performed.

    
    
    

    For Subscriptions with the individual prices, the additional Subscription renew settings group is displayed. The group allows selecting the option of Subscription billing after renewal (see Ordering a Subscription at the individual prices).

• Applications — a table with the list of Applications instances, which are provided within the Subscription:
  
  • ID — Application instance ID (see Viewing details about an Application Instance).
  • Name — Application name.
  • Service Status — Application instance status.
  • MS Subscription ID — Subscription ID in Microsoft Partner Center (for Subscriptions within the Microsoft CSP program only).
  • Consumed Resources — a link to the list of consumed resources records (see Viewing resources that were consumed within a Subscription). It is displayed only for the Subscriptions with the Pay as you go billing type.
    
    

To update Subscription details:

1. Edit the options, which are available for changing on the General tab.
2. Click the Update button to save changes.