Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Use these instructions to migrate a customers agreement.
| Warning |
|---|
These instructions require you to have a control group open. For more on control groups, go here. |
How To Upgrade an Agreement
From the Customer Service ribbon, navigate to Customer Activity
Right click the agreement you want to upgrade
Select Migrate Agreement Package
The Agreement Package Modification dialog box will appear, complete the following fields:
Change to new package By default, the Upgrade Package Code should be in place. If not, ensure that the correct code is selected. Promotion Code* Enter the promotion code for the upgrade Promotion Choice Enter the promotion choice for the upgrade Package Credit Flag Select the Appropriate Credit Actions if not defaulted from the offer:
No = No Credit transfer
Full = Transfer Full Credit from original purchase.
Partial = Remaining Credit from Original order
Click OK
The Saved Payment Methods dialog box will appear:
Click Cancel
Enter the payment details.
Click OK
Warning When upgrading a customer their initial payment will be frozen. If the customer claims a refund this will need to be entered as a misc. refund as Advantage won’t be able to perform a cancellation on a migrated agreement.
How To Downgrade an Agreement
| Expand | ||||
|---|---|---|---|---|
| ||||
|
| Expand | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|