Guidelines for Amending Subscription Start Dates

Determine the Quote Start Date on amendment quotes

• Define a start date for amendment quotes created on a contract.
  • If you leave the Contract’s Amendment Start Date blank, the amendment quote starts on the day you perform the amendment.
    • If the date you perform the amendment is before the Start Date of the Contract, the amendment quote uses the Start Date of the Contract.
  • If you populate this field, the amendment quote starts on the day you chose on the Contract.
    • If the date you chose is before the Start Date of the Contract, the amendment quote shows an error.

Determine the Quote Line Start Date on amendment quotes

• If the Start Date of the original Subscription record on the Contract is:
  • Equal to or before the Quote Start Date on the amendment quote, the Quote Start Date populates as the Quote Line Start Date. This ensures that the term is correctly shortened.
    • Amendment services leave this field null on creation so that it automatically inherits its value from the quote.
  • After the Quote's Start Date on the amendment quote, the Start Date from the original Subscription record populates as the Quote Line Start Date. This ensures that the term is not incorrectly extended.
    • Amendment services populate the Quote Line's Start Date field with the Start Date from the original Subscription record.
• If you use Quote Groups, the Quote Line inherits the start date of the quote group.
• If the Quote Line Start Date is before that of an existing amendment Subscription whose quantity change isn't canceled by another amendment, the creation of the amendment quote is blocked.
• If the customer changes the Quote Line Start Date on the amendment quote to a date before that of an existing amendment subscription whose quantity change isn't canceled by another amendment, the Save function is blocked.
• If you must change the Quote Line Start Date to be before the Start Date of the existing amendment, fully cancel the amended subscription. Then, replace it with appropriate subscription change.