This task demonstrates how to replace a product in the middle of a ramp interval and create an invoice schedule for the updated product.

The diagrams in this section show an example of replacing a product in the middle of Ramp Interval 2 and creating an invoice schedule specific to the updated product.

Suppose your end customer purchased a product with a perpetual license, naming Product A, as shown in the following diagram.

You added Product A through Order #1 with the following order action and settings. For more information, see Create a Ramp Deal .

Order Action: Create Subscription

• Term Start: 2023/01/01

• Term End Date: 2026/01/01

• Product A (perpetual license)

You billed the product using a regular billing period or invoice schedule and have fully billed the perpetual license fee.

Later, your end customer decides to switch to SaaS, for example, on 2024-07-01, naming Product B.

To replace Product A with Product B, perform the following steps:

1. Remove Product A and add Product B through Order #2 with the following order actions and settings.

   • Order Action: Remove Product A (perpetual license)

     • Effective Date: 2024/07/01

   • Order Action: Add Product B (SaaS) For more information, see Remove products from subscriptions and Add products in ramp deals .

     • Start Date: 2024/07/01

     • Charge End Date: Aligned to subscription end date

2. Create Invoice Schedule #2 for Product B in Ramp Intervals 2 and 3. For more information now, see Create Invoice Schedules .

   • Schedule Item 1: run date 2024/07/01, amount $3000

   • Schedule Item 2: run date 2025/02/01, amount $6000

   Note: In this example, since Product A with the perpetual license has been fully billed, the invoice schedule will generate a credit memo for its removed period.