Learn how to amend subscriptions in an order by adding, updating, or removing optional charges and reviewing the resulting order actions before activation.

1. Navigate to Customers > Orders. The Orders page opens.
2. Click Create New Order. The Create New Order page opens.
3. In the Account field, enter the name of the account that owns the order.

   

   By default, the account that owns the order will also own the subscription.

   Note: You can enter the account by clicking either Account Name or Account Number.

   • If you click Account Name, type part of the account name in the Account field. The filtered accounts are dynamically listed for your selection.
   • If you click Account Number, type the complete account number.
4. Click Amend Subscriptions.
5. From the drop-down list, select either the Subscription invoiced or Subscription owned option. The subscriptions associated with the order are listed.

   

   Note: To enable this option, submit a request to Zuora Global Support.
6. Click Select under the Action column to select a subscription. The Review Order page opens.

   

7. Click Update. The Update Product page opens.

   

8. Select the optional charge(s) to be included in the product.

   

   Note: The hard bundle contains both optional and mandatory charges.
9. Click Apply. The selected charges are added.

   

10. Click Update. The Update Product page opens.

    

11. Update the value of the Price field for the Recurring1 charge.

    

12. Click Apply. The value is updated.

    

13. Click Update. The Update Product page opens.

    

14. Select an optional charge to remove from the list and click the delete icon. The selected charge is removed.

    

15. Click Apply.

    

16. Select the Order Actions tab. All the order actions performed for this rate plan are displayed.
17. Click the right arrow (>) next to the first Rate Plan Name field to expand and display the details. The added charges are listed in the Charge Added table.

    

18. Click the right arrow (>) next to the second Rate Plan Name field to expand and display the details. The updated charge is listed in the Charge Updated table, displaying the old and new values.

    

19. Click the right arrow (>) next to the third Rate Plan Name field to expand and display the details. The removed charge is listed in the Charge Removed table.

    

20. Click Activate.