Immediate Alignment Change

If a purchased item cycle modification is immediate, there is no drain period after the current period is terminated. The current period is terminated at the time of modification, rounded down to the nearest second, with subsequent periods following the new master cycle if the purchased item cycle has not been modified to be independent.

The existing period termination proration policies on the offer(s) in question are used to determine any refunds or forfeitures that should be applied in the case of the current period being immediately terminated. A refund or forfeiture due to period termination is applied to the balance intervals that are active at the end time of the terminated period. If the amount to be forfeited is more than the available balance amount, then the forfeiture amount is reduced to the available balance amount.

Period termination event(s) are generated for the terminated purchased item cycle period and for any purchased item cycles which are terminated early as a result of being aligned to the terminated purchase item cycle. Unlike a billing cycle period early termination, the period termination proration is applied immediately without any drain period. When the current cycle is shortened, an MtxPeriodTerminationEvent Event Detail Record (EDR) is generated. If the CycleType is 3 (purchased item cycle), information about the purchased item, offer or bundle, is included in the OfferInfoArray or BundleInfoArray, respectively. If the purchased item is a bundle, information for all of the offers in the bundle is included in the OfferInfoArray.

To make a purchased item cycle change immediate, the MtxPurchasedItemCycleData ImmediateChange value must be set to true. See the discussion about modifying a purchased-item-cycle alignment in MATRIXX Pricing and Rating for more information.

If a modification is an immediate purchased item cycle change, the modification is aborted if any associated recurring charges fail. This includes recurring charges for the modified purchased item cycle and for any purchased item cycles aligned to it.

When a billing cycle is modified immediately, the following occurs for purchased item aligned cycles:
  • For purchased item cycles currently aligned to the billing cycle, the current periods are updated to end at the same time as the current billing cycle period. Information about the original cycle end time and the original cycle balance impacts is collected in case period termination proration must be performed later.
  • For balances aligned to purchased item cycles currently aligned to the billing cycle, the current and subsequent balance periods are adjusted in accordance with the billing cycle change. For a purchased item cycle which is modified immediately, the current period times of any purchased item cycles currently aligned to it are modified and period termination proration is applied as necessary. The current and subsequent periods of purchased item cycle-aligned balances of these purchased items are modified accordingly.
  • Terminates the current period for aligned purchased items and balances.
Note: If a purchased item cycle is aligned to a billing cycle, and the current billing cycle period is terminated early, you cannot modify the purchased item cycle until the current period has elapsed and any termination proration is processed.

You can modify an offer in advice mode using the group, subscriber, or device modify APIs. When a purchased item cycle is modified immediately, the response (MtxResponseModifyOffer) includes a list of balance impacts associated with the modification, including period termination proration impacts for the previous cycle, new recurring charge and grant impacts for the subsequent cycle, and the period termination, charge, and grant impacts for any purchased items with cycles aligned to the cycle that is modified immediately. For information about the SubMan APIs, see MATRIXX Subscriber Management API.