Difference Between Upgrades and Renewals

Infographic | 1 page | This document will help describe the distinction between renewal orders and upgrade orders

Channel Order Application Let's explore a few common order scenarios to help you identify the Upgrades vs. Renewals proper order submission type for your orders to your customers. We often hear questions about the differences between renewal orders and upgrade orders. Increase in pricing This document will help describe the distinction between these two order types. Increase in quantity Renewal One or more of the conditions below must exist: Contract renewal effective date Upgrades Order Terms Renewals Tips Increase in pricing & Upgrade Increase in quantity Guidelines Mid-contract effective date Price of licenses in OR customer contract? Decrease in pricing All details included in No change in quantity Renewal an upgrade or Contract renewal effective date Quantity of licenses in OR renewal order will customer contract? replace all current customer information. Upgrade Increase in pricing Overall customer No change in quantity contract value? OR An upgrade acts an Mid-contract effective date No Change "early renewal" Upgrade and renewal orders must include all products An upgrade order must be an and licenses the customer should have moving forward If the only change to increase in overall value and will go Renewals with a your customer's into effect on the service start date contract is a change decrease in ACV must in license quantity, be submitted 30+ days submit an add-on or A renewal order can be an increase or reduction order decrease in order value, but will only go before service date into effect on the customer's renewal date