Work 365

Deactivating and Activating a Subscription

21 views February 14, 2019 February 28, 2019 0

Work 365 version 2.0 now enables Partners to activate and deactivate subscriptions in Work 365 with automatic updates to Partner Center.

Steps for Deactivating a Subscription:

  1. Optional to enable refund payments. For instructions on configuring refund payments, please refer to the article Managing Refund Payments.
  2. Deactivate button on the subscription you want to deactivate
  3. At the pop up window select deactivate
  4. After the subscription is deactivated the following items will occur:
    1. Status Reason will change from Active to Suspended
    2. The subscription will become inactive
    3. A deactivation change log will be created showing the total reduction of licenses. This change log syncs with Partner Center and will deactivate the subscription in Partner Center.
    4. For subscriptions with a Manual Provider, the change log provisioning status will need to be updated once a subscription has been suspended. To go back to that subscription, you will need to look under Inactive Subscriptions since the subscription has been deactivated.
  5. If you have enabled refunds on the Billing Contract, the invoice will automatically calculate the refund.
    1. Go to the Billing Contract Invoice (related records), and open the invoice template. Work 365 will automatically calculate the daily prorated refund amount for the number of days left in the billing cycle minus the current date that the subscription was deactivated. The customer will be charged the prorated amount for the number of billing days that were not invoiced for the current billing period.
  6. After the customer has made their payment mark the invoice as paid.

 

To Activate a subscription:

  1. Go to the inactive subscription that was deactivated.
  2. Select Activate
  3. The following actions will occur
    1. Status reason will be updated to Active
    2. The subscription will become active
    3. An activation change log will be created.
  4. Subscriptions with an Automatic Provider will automatically be provisioned. Subscriptions with a Manual Provider will need to be provisioned manually.
  5. The activated subscription will be included on the next automatically generated invoice.

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