Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Auibutton
iconview
titleJump to Video Demonstration: How to Change an Auto Renew Chain on a Subscription
typestandard
urlhttps://wiki.14west.us/display/ADVSUPPORT/Automatic+Renewal+Chains#AutomaticRenewalChains-video

Use these instructions when a customer has an automatic renewal chain associated with their subscription that needs to be changed.


Warning

These instructions only apply when the subscription already has an auto-renew chain associated with the record.


Warning

These instructions require you to have a control group open. For more on control groups, go here.




How to Change an Auto Renew Chain on a Subscription

  1. From the Customer Service ribbon, navigate to Customer Activity
  2. Select the subscription you want to update and then click Subscription Modification (this is also available via the right click menu)
  3. The Choose Modification Operation dialog box will appear. enter ARN for Auto Renewal and click OK

  4. The Auto-renewal Modification dialog box will appear, click Next

  5. Complete the following fields:

    Promotion Code*Enter the promotion code - either use the same code assoicated with the subscription or update to a new promotion code.
    Renew Chain IDEnter the Identifier for the auto-renew chain.
    Chain SequenceEnter the sequence in the auto-renew chain. For example, if an offer is $7.95 for the first term, $39 for the second term and $59 for the third term and on, sequence 1 would be $7.95 for 30 days, sequence 2 would be $39 for 1 year and sequence 3 would be $59 for one year on repeat.


    Multiexcerpt
    MultiExcerptNamespace



  6. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

    Card TypeSelect the card type from the list.
    Card NumberEnter the card number.
    Expire MonthEnter the card's expiration month.
    Expire YearEnter the card's expiration year.
    Security CodeEnter the card's security (CVV) code.
    Save CardChoose whether to add the card to keep on file for future payments:

    Yes - Will keep the card on file for future purposes

    No - Will not keep a record of the card being used for the current purchase.


    Multiexcerpt
    MultiExcerptNamespace



  7. Click Confirm

  8. Click OK
  9. The Order Recap Display will appear, click Close
Anchorvideovideo