Mid-term upgrades

The Mid-Term Upgrade capability in VIP Marketplace enables a partner to upgrade a customer's product subscription to a higher-tier product, like from Teams to Enterprise, at any point during their current term. This means a customer no longer has to wait until the renewal cycle to make changes.

Advantages of mid-term upgrade

Upgrade path

Customers can choose from a set of pre-defined upgrade paths for their product subscriptions at any point during their current term. A few examples:

You can use the GET Offer Switch Paths API to retrieve the upgrade paths that are available. Upgrade paths include a switchType indicator that defines whether the upgrade must be full or can be partial:

Note:

Reassigning users

During a mid-term upgrade from one Teams subscription to another, partners can automatically reassign users from the original subscription to the upgraded product. To enable this feature, include the query parameter reassign-users=true when submitting the switch order request.

User reassignment follows a Last-In-First-Out (LIFO) strategy, meaning the most recently assigned users are reassigned first.

Note: Automatic user reassignment is not supported for upgrades from Teams to Enterprise or between Enterprise subscriptions.

Limitations

The following limitations are present in this release:

Pricing when the country currency changes

After a currency cutover, an eligible SWITCH_PLAN from the previous currency to the new currency is priced entirely in the new currency. For example, this applies to transitions from USD to CAD in Canada and from USD to MXN in Mexico. Returns and switch reverts retain the original order's pricing and currency.

Currency changes do not expand switch eligibility. HGO subscriptions remain ineligible, and existing product and global customer restrictions continue to apply. See Local currency support for country-specific prices and commitment exceptions.

Mid-term upgrade process

The following figure illustrates the upgrade process:

Mid-term upgrade process

For more information: