To upgrade or downgrade a package or service for a customer, complete a service
change.
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Click the wrench beside the Package or
Service number. Choose Change
Package or Change Service.
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Note: The Resources and Service Type
on the definition must match for the product to be a choice in the drop down list
of new definitions.
Enter the Change Date and select the new
definition.
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Update any pricing or settings needed on the new definition.
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Click Save for the change to occur on the date requested
during batch processing. Click Process Change for the
change to occur immediately.
The Status will remain as
Scheduled until the change date has passed. When the change
date arrives, the service change occurs during batch processing and the
Status will be set to Completed. If
the Package or Service is closed before
the scheduled change date, then the Status is changed to
Cancelled. The list of all changes is found on
Package Changes tab on the Package or
Service.
