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How can a reseller partner decrease or increase the number of licenses for an existing renewable (yearly) subscription in the Partner Portal?

Issue:

How can a reseller partner decrease or increase the number of licenses for an existing renewable (yearly) subscription in the Partner Portal?

Resolution:

A reseller partner can only decrease the number of licenses within the renewal window = 90 days from the license expiry date. 

License amount increase can be done by following these steps: 

  1. Open the Sales tab from the main menu and go to Accounts 
  2. Select the customer account
  3. Go to the Deal Ordering & Subscriptions tab and click Amend Contracts
  4. Select Amend Subscriptions and click Next
  5. Select the contract that will be amended and click Amend next to the contract you want to amend
  6. Set the Amendment Start Date (by default start date is today, can be set to 31 days in the future)
  7. Select Contract for the amendment
  8. Verify that you are opening the correct contract for amendment, proceed by clicking Amend (the quote will appear)
  9. Click on the pen icon next to the Quantity field and enter the new quantity
  10. Click on the Quick Save button to apply the changed on the quote line data
    1. Effective Quantity column shows the increase or decrease of the number of seats. In essence: How many seats are added to the subscription with this amendment
  11. Click Save to save the amendment quote
  12. Click Generate Order 
    1. Before generating an order from a quote, double-check that the products, quantities, and pricing are correct and as intended

License amount decrease: 

  1. Open the Sales tab from the main menu and go to the Renewal Center
  2. Select the customer from the list and click Renew + Modification 
  3. Enter the new license Quantity and click Quick Save to update the quote 
  4. Click Save to save the quote
  5. Make sure the amount and price are correct and then click Generate Order