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Summary

This article explains how to upgrade a user-package on an account. For a Package to be upgraded to another Package it must first be configured with the Upgrade Component.  See the article Package Upgrade Configuration for instructions on how to make a package upgradable.

Note: the "Upgrade" package option is also used if you wish to downgrade a package

Process

Alert: when upgrading a package that contains a service with a UDR Bucket the EngageIP Rating and Job services must be running, otherwise proration will not occur

  1. Load the appropriate account in the AdminPortal

  2. On the Overview tab under the Packages section click the checkbox in the Select column for the package you wish to upgrade

  3. Click the Upgrade button
    Note: if the error message "no upgrade options" appears on the following screen, then the package has not been configured to be upgradable.  See the article Package Upgrade Configuration

  4. Select the package to upgrade to and if One-time services on the upgraded (target) package should be billed

  5. Click the Upgrade button

  6. Set the Date, Status and if the new package should be billed

  7. Click Save and the upgraded package will be displayed on the customers account

Proration on Upgrades

If Package A is upgraded to Package B, prorating may occur as in the example below:

  1. Package A is added on February 1st and it bills from 1st to 28th

  2. On the 2nd of February, Package A is upgraded to Package B effective immediately

  3. A prorated credit is added for Package A from 2nd to 28th

  4. A prorated debit is added for Package B from 2nd to 28th

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