Upgrade / Downgrade Amendment

[fredkao]

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment.  This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going.

Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR).  But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade.

Thanks for reading!

[feisley]

@fredkao how would you enforce the logical product relationships on a Upgrade vs a Downgrade. For example: what would stop someone from using an "Upgrade" amendment and removing a higher tier product and replacing it with a lower tier. I know some people have implemented custom logic to link products/rate plans together in a linear chain to allow their systems to know what the next higher and next lower plans are, but this is not currently native in Zuora.

[fredkao]

I'd present the user with a UI (drag & drop) to order and prioritize the products and/or rate plans. 

Then, internally, each product rate plan is assigned a number to be used in enforcing the relationship.

[Lei]

We have a project that will allow you to place a single order that contains multiple actions (e.g. create a new subscription, remove a rate plan, add a rate plan).  You can then tag that order as either upgrade/downgrade based on the business determination

[kmv129]

Lei, any idea when this will be available?

[Lei]

We are going to release this in Limited Availability in around Mar, 2017, though there's a big limitation where once you turn on this feature, you can only go to Zuora for Salesforce to manage/create subscriptions (or you can use APIs to do it) You can't do that with the Core UI.

GA is going to be middle of 2017 where the UI limitation will go away.

All of the above are our current target and may be subject to change.

[rlaker]

It's almost been a full year, are we any closer to this?

[peterscheen]

Has this been made available yet or do you have a new eta?

[will]

@Lei Is this the Orders functionality? Or something else?

[Lei]

Yes, this is the Orders capability that have been released.