Change Order and Fast Change Order Process in SFPC

Introduction

In case you need to make any changes to the confirmed order / already active Customer (e.g. increase the number of licenses/ devices, upgrade licenses, etc.), you need to follow the Change Order procedure. There are two ways to do it:

1. Via Change Order on the Home page: this option allows to apply changes to licenses, order new devices, etc. 
2. Via Fast Change Order: in case you need to apply changes to existing services, e.g. change the number of licenses and license type

Change Order

1. On the Home page, click Change Order:

2. Choose the Account Name and click Next: 

2. Choose the Interested Solution (License / HWaaS / CLASSOUND) that should be modified and enter the number of users in Total Users field (users that should be increased/ decreased in the change order):

4. A new project is automatically created, with "Change Order" added to the project title:

5. Then, to make changes to the existing order, click Create Quote: 

6. The current quote opens, in which you can apply such changes as:

• Billing Frequency
• Commitment
  
•  Select additional services (CDS / Additional items / License Upgrade / CLASSOUND / Miscellaneous items) in the Additional Configuration field:
  
  
• In the Active Subscriptions section you can change the number of licenses in the Quantity column and modife license type in the License Type column:
  
  
  If you need to remove a license, select the necessary row and click Remove selected rows at the top of the table:
  
  
  
  
• Depending on the items chosen in the Additional Configuration field, additional sections appear which you need to fill out (e.g. Company Data Storage bundle, CLASSOUND, Additional items, etc.):
  
  

7. Once you modify the necessary details, click Submit Proposal:

8. Then, you need to create order from the quote and confirm the order, following the same steps described in the Order section of the guide How to Create Quote and Confirm Order in Salesforce Partner Community. 

Fast Change Order

You can also initiate Change Order request via Fast Change Order button on the necessar Account page: 

On the Fast Change Order screen that pops up, modify the number of licenses click Next:

Tick off the checkbox to confirm the changes and press Next:

The Order gets automatically created. Click Confirm Order and proceed with the Order confirmation:

On the screen that pops up, you can add Service licenses and choose to create WMS Network if required. Otherwise, click Next: