Version Upgrade Process

12 Questions

What is the primary purpose of the Version Upgrade sales event?

To upgrade the version of an existing product asset.

How do users select the new version during the Version Upgrade process?

Using the Advanced Configurator.

What type of products does the Version Upgrade process apply to?

Version-locked products.

What is the additional charge added to the Quote for each major version upgrade?

20% of the Product list price.

How are multiple version-locked products upgraded on a Quote handled?

One Version Upgrade Fee line is added for each applicable product.

What does a full version upgrade involve?

Migrating the entire quantity on a particular Quote line to the new product version.

What are the scenarios in which the Product Upgrade sales event is used?

Trade-Ins, where the customer effectively swaps their existing licence entitlement for a different Micro Focus solution, and Product transitions – upgrading from one product to another

What happens to the quantity of the existing line on the Quote during the Product Upgrade sales event?

The quantity of the existing line on the Quote is decremented to zero

How can pricing be applied during the Product Upgrade sales event?

Either automatically by the system or manually by the QA/rep

What happens when the new product price is higher than the price of the original product?

The customer is charged the delta value for both product and support, pro-rated for the remaining duration of the contract

What is added to the Quote as a result of the Product Upgrade sales event?

An additional Product Upgrade Fee quote line

What is required in addition to the Product Upgrade Fee?

Normal pricing approvals

Study Notes

Version Upgrade Sales Event

Used for scenarios where a customer wants to upgrade the version of their existing product asset.
The user selects the new version using the Advanced Configurator.

Process for Version Locked Products

Applies only to products that are version locked.
Customers cannot apply their own updates by downloading patches from SLD.
Within the Configure Products screen, the user:
- Decrements the quantity of the existing product SKU to 0.
- Adds the new version product SKU to the Quote, with required quantity and pricing.

Version Upgrade Fee

A 20% charge for every major version of the product list price is added to the Quote.
Applied via a separate Version Upgrade Fee line, manually priced by the Sales Rep.
One Version Upgrade Fee line is added for each applicable product if multiple version locked products are being upgraded on a Quote.

Partial or Full Version Upgrade

Customers can request a partial or full version upgrade.
Full version upgrade involves migrating the entire quantity on a particular Quote line to the new product version (e.g. 10/10).

Product Upgrade

A sales event used to upgrade a customer's existing product on their Service Contract to an alternative newer product.

Scenarios for Product Upgrade

Trade-Ins: swapping an existing license entitlement for a different Micro Focus solution.
Product transitions: upgrading from one product to another.

Amendment Process for Product Upgrade

Decrement the quantity of the existing line on the Quote to zero.
Add the new product line to the Quote with the same quantity as the product it replaces.

Pricing for Product Upgrade

Applied automatically by the system for 1 to 1 and 1 to many upgrades using the Execute Upgrade button.
Applied manually by the QA/rep for complex upgrades (many to many product upgrade) or exceptional situations.

Pricing and Approval

If the new product price is higher than the original, the customer is charged the delta value for both product and support, pro-rated for the remaining contract duration.
This pricing is added to an additional Product Upgrade Fee quote line.
Normal pricing approvals are applicable.