title Post Acquisition Subscription Changes Order Flow

bottomparticipants
participant Browser
participant Portal
participant Zuora

abox over Browser,Zuora #D6E9FF ;0 : Flow for subscription level changes, suspension, resumption, renewal, cancellation.\nThere is a separate flow for rate plan changes such as add ons or upsells. Owner Transfer\nand Terms & Conditions are left out as a customer should never drive these actions.\nFor clarity details of payment gateway and tax integrations have been intentionaly excluded. \nIn this diagram 'Portal' is your web site or application running on your server(s) where \nprospects or your sales team can manage the customer's subscriptions. Your customer \nor sales is sitting in front of the Browser.

Browser->Portal: Authenticate
Portal->Zuora: Query Account and Subscription(s)\n GET v1/subscriptions/accounts/{account-key}
Portal-->Browser: Account & Subscription Info \nand Options Menu
note right of Browser #D6E9FF ;0 : Customer chooses subscription option

alt Suspension
Browser->Portal: Subscription to suspend
else Resumption
Browser->Portal: Subscription to resume
else Renewal
Browser->Portal: Subscription to renew
else Cancellation
Browser->Portal: Subscription to cancel
end
abox over Browser,Zuora #D6E9FF ;0 : Order Preview and new total display is optional. If contract permits Browser may also supply\ncancellation date and so may be entitled to a credit. With early cancellation Zuora automatically \ncreates the appropriate credit. Additional action is needed to issue a refund from that credit,\nZuora default recommendation is to apply the credit to a future invoice, not issue a refund. 

Portal->Zuora: Order Preview (aka Quote)\n POST v1/orders/preview
Zuora-->Portal: Pricing incl. Total
Portal-->Browser: Pricing incl. Total
Browser->Portal: Confirm
Portal->Zuora: Order incl. Account Id, Subscription Id, \nrelevant order action\n POST v1/orders
Zuora->Zuora: Create Order, \nUpdate Subscription
Zuora-->Portal: Success
Portal-->Browser: Success Confirmation page
Zuora-->Browser: Send email to customer confirming order