Creating a Service Term

To create a new Service Term:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to Service Terms (Navigation). The list of Service Terms is displayed (see Viewing the list of Service Terms).
3. On the Toolbar, click Create. The New Service Term page is displayed.
4. Configure the Service Term settings in the following groups:
   
5. Click Create. The Service Term will be created.

Service term information

In the Service term information group:

1. In the Name field, enter the name of the Service Term.

2. In the Key field, enter the key of the Service Term. Only lowercase characters, numbers, and underscores are allowed.

   The key is used for synchronizing Service Terms among Vendors, Distributors, and Resellers that have delegated Plans, so the key must be unique.

   On the upstream Reseller level, for a new Service Term, it is possible to specify only the Key value that is not used in Service Terms of all downstream Resellers.

3. In the Stop subscription type list, select how Subscriptions are stopped except the manual stopping (see Stopping a Subscription) and moving an Account to the Credit Hold (see Credit hold of the Account):

   • Automatically — Subscriptions are stopped automatically (by default).
   • Manually — Subscriptions are stopped after approving associated Manual Operations by a Manager (see Manual Operations).
4. In the Delete subscription type list, select how Subscriptions are deleted:
   
   • Automatically — Subscriptions deleted automatically (by default).
   • Manually — Subscriptions are deleted after approving associated Manual Operations by a Manager (see Manual Operations)

   Manual stopping and deleting can be useful for Plans linked to Subscriptions that require uninterrupted working to run customers' infrastructure and vital business processes (for example, Plans of the following Services: Microsoft Azure, VMware vCloud Director).

   To apply manual stopping and deleting to all Subscriptions of an Account regardless of a Plan, see Creating an Account Class.

   
   

Payment creation

In the Payment creation group:

1. In the Billing day field, enter the day of the month when Charges (see Charges) change their statuses. This field can be set from 1 to 28. 

2. Select the Available for payment by guaranteed payment checkbox to allow a customer pay for Subscriptions using a Guaranteed Payment (see Managing Guaranteed Payments).
   
   

Invoicing settings

In the Invoicing settings group, select how Invoices should be created and closed for Subscriptions:

• Invoices are closed by platform — the platform creates Invoices for Subscriptions that have the same Billing day (see Billing day above) and automatically closes them on the second day of the next Billing period. This option is used by default (see Managing Invoices).
• Invoices are closed by external system — a separate Invoice is created for every Subscription and closed by request of an external system. This option is used only for the Microsoft Azure Plan Service (see Resource consumption records for the Microsoft Azure Plan service in the Services. Operator documentation guide).
  
  

Prolongation settings

In the Prolongation settings group, in the Grace period field, enter the number of days (from 0 to 28) after the Paid to date (see Prolonging a Subscription), when a Subscription will not be stopped due to the unpaid Prolong Order. During this period, a Subscription gets the Graced status but continues working. The Prolong Order and the linked Payment remain in the Waiting for payment status.

Renewal settings

In the Renewal settings group:

1. In the Manual renew point (days) field, enter the default value for the following cases:

1. • Number of days before the Subscription expiration date, when the Renew button and manual renewing for the Subscription become available (see Manual renewing of a Subscription).

   • Number of days before the Paid to date, when the Prolong button and manual prolonging for the Subscription become available (see Prolonging a Subscription).
     

     To make manual renewing of a Subscription available for the whole Subscription period, enter -1. Manual prolonging of a Subscription becomes unavailable in this case.

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

2. In the Auto-renew point (days) field, enter the default value for the following cases:

   • Number of days before the Subscription expiration date when a Renewal Order is automatically created (see Renewing a Subscription).

   • Number of days before the Paid to date, when a Prolong Order is automatically created (see Prolonging a Subscription).

     If the Auto-renew point (days) is set to 0:

     • For a Subscription with the activated auto-renewal option, a Renewal Order is automatically created on the Subscription expiration day.

     • For a Subscription with the not activated auto-renewal option, a Renewal Order is not created automatically.

     • A Prolong Order is created automatically on the Paid to date of the Subscription regardless of the auto-renewal option.
       

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

   The Manual renew point and Auto-renew point, can be redefined on the Subscription level (see Viewing and updating Subscription's details).

3. In the Grace period field, enter the number of days after the ending of the Subscription period when the Subscription will continue work without payment.

4. In the Stop period field, enter the number of days after the end of the Grace period when the Subscription will be stopped. The Subscription is deleted when the Stop period ends.

5. In the Expired subscription is renewed group, select how the Subscription period should be calculated if a Renewal Order is paid after the Subscription expiration date:

   • From the expiration date — the period for a renewed Subscription is reduced: the new Subscription expiration date is set to the previous Subscription expiration date + the Plan period. This option is used by default.

   • From the date of payment for the renewal order — the period for a renewed Subscription is not changed, but the expiration date is moved: the new Subscription expiration date is set to the Renewal Order payment date + the Plan period.

   The Expired subscription is renewed settings allow moving the new Subscription expiration date considering the Renewal Order payment date only for Plans with the following billing types:

   • CSP monthly

   • CSP annual

   • Monthly Commitment

   For other billing types, the new Subscription expiration date is always set to the previous Subscription expiration date + the Plan period.

   
   

Availability for accounts

In the Availability for accounts group, select the Account types checkboxes to allow Accounts linked to the corresponding Account Type (see Account Types) order Plans based on this Service Term.