Viewing and updating subscription's details

To view and update the subscription details:

1. Go to Subscriptions (see Navigation). The list of subscriptions is displayed (see Viewing the list of subscriptions).
2. Click the ID or name of the required subscription. The subscription details page is displayed with the following tabs:
   

   • General — general information about the selected subscription:

     • For subscriptions blocked due to the payment expiration, the information message is displayed. The message explains the reason for blocking the subscription and lists the payments to be paid.
     • For subscriptions blocked due to exceeding the subscription credit limit for the current billing period, the information message is displayed. The message explains the reason for blocking the subscription and lists the billing operations that are not available for the subscription.
   • Orders — the list of all orders (see Viewing the list of orders).
   • Resources — the ordered resources (see Plan Resources).
   • Charges — the list of charges (see Viewing the list of charges).
   • Transaction — the list of transactions (see Viewing the list of transactions).
   • Log — the history of events (see Viewing an object log).
3. If it is necessary to update the subscription details:
   1. On the General tab, update the information available for editing.
   2. Click Update to save the changes.

Subscription information

In the Subscription information group:

• ID — the unique identification number of the subscription.
• Trial — the type of subscription:
  • Yes — the subscription to a free trial period.
  • No — the subscription to a paid commercial period.
• Name — the subscription name.
• Manager — the name of a personal manager.
• Account — the account name.
• Plan — the name of the plan of the subscription.

• Status — the subscription status.

  Subscription statuses

  • Ordered — a new subscription is ordered and waits for the activation.
  • Active — a subscription is used.
  • Delivered — a subscription with the Non-recurring Subscription billing type is used.
  • Graced — a customer did not pay for a subscription on time, and after the grace period, a subscription will be stopped.
  • Stopped — a subscription is temporarily stopped.
  • Deleted — a subscription is permanently deleted.
  • Installation failed (installation_failed — in the API methods) — an error occurred during the installation of the ordered service.
  • Activation failed (activation_failed) — an error occurred during the subscription activation process.
  • Renewing failed (renewal_failed) — an error occurred during the subscription renewal process.
  • Updating failed (updating_failed) — an error occurred during the resource update process.
  • Stopping failed (stopping_failed) — an error occurred during the subscription stopping process.
  • Deletion failed (deletion_failed) — an error occurred during the subscription deleting process.
  • Installing — the ordered service is installing.
  • Activating — a subscription is activating.
  • Renewing — a subscription is renewing.
  • Updating — a subscription resource is updating.
  • Stopping — a subscription is stopping.
  • Deleting — a subscription is deleting.
  • Waiting for manual approve (waiting_for_manual_approve) — the operation with a subscription waits for approval by a manager (see Manual Operations) due to the stop subscription and delete subscription modes set in the account class of the account (see Creating an Account Class).
  • Blocked — a postpaid subscription is stopped due to an expired payment.

• Plan period — the duration of the subscription. It is also used as the default period for the renewal. The list is not available for editing in the following cases:
  • The plan has only one period.
  • The Auto-renew option is not selected.
  • The subscription is ordered at the individual prices (see Ordering a subscription at the individual prices).
• Start date — the subscription activation date.
• Expiration date — the last date of the subscription. On the expiration date, the subscription will be stopped if the auto-renewal is not selected (see Auto-renewing a subscription) or the stop period and grace period are not configured in the service term (see Creating a service term). Also, for service operations only, manual changing the expiration date is available (see Setting the expiration date of a subscription).
• Promo code — when a code is entered (see Managing Promo Code discounts), a discount is automatically applied to orders created by the platform for the subscription.
• Service term — the name of the linked service term (see Managing service terms).

Payment model

In the Payment model group:

• Payment model — not available for changing:
  
  • Prepay — a customer pays before using the service. For the Prepay model, other elements are not displayed.
  • Postpay — a customer pays after using the service.
• Payment expiration period — inherited from the account class (see Creating an account class), not available for changing.
• Subscription will be stopped after payment expired (days) — inherited from the account class (see Creating an account class), not available for changing.

• The Subscription credit limit field and the Use from the account settings switch — by default, the switch is turned On, and the subscription credit limit value is inherited from the account settings (see Viewing and updating account's details), not available for changing. To define the individual subscription credit limit for the subscription, turn Off the Use from the account settings switch, and, in the Subscription credit limit field, enter the new value.
  

  When the subscription credit limit is changed, the account Owner receives a notification (see Creating an event handler and Viewing the list of event handlers).

• Current debt — the subscription consumption 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

In the 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 via the Customer Control Panel. 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) — the default value is inherited from the linked service term (see Creating a service term):

  • The number of days before the subscription expiration date when a renewal order is automatically created (see Renewing a subscription).

  • The number of days before the Paid to date, when a prolong order is automatically created (see Prolonging a subscription).

    To avoid automatic creating of renewal orders (prolong orders) in advance, enter 0. The orders will be created in the expiration date (the Paid to date), respectively.

• Manual renew point (days) — the default value is inherited from the linked service term (see Creating a service term):

  • The 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).

  • The 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.

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

• Subscription renew settings — the group of options for the subscription billing rules after its renewal. Displayed if the subscription is ordered at the individual prices (see Ordering a subscription at the individual prices).

Switch settings

In the Switch settings group:

• Manual switch point (days) — the number of days before the subscription expiration date, when a button and switching a plan for a subscription become available (see Switching a plan). The default value is inherited from the linked service term (see Creating a service term). Not displayed for the Pay as you go billing type, or if the billing type does not allow switching a plan for a subscription.

  To make switching a plan of a subscription available for the whole subscription period, enter -1.

  To make switching a plan of a subscription completely unavailable, enter 0.

Applications

In the Applications group— a table with the list of services (applications instances) provided within the subscription:

• ID — the application instance ID (see Viewing details about an application instance).
• Name — the application name.
• Service Status — the application instance status.
• MS Subscription ID — the subscription ID in Microsoft Partner Center (for subscriptions to Microsoft services only).
• Consumed Resources — a link to the list of consumed resources records (see Viewing resources that were consumed within a Subscription). The link may be displayed for some subscriptions with the Pay as you go billing type, depending on the service.