Quarterly Subscription Reconciliationfor tracking purposes.
When a customer contacts support regarding QSR, as a first line of contact you can use the
Support::L&R::Refund or cancellation request on quarterly subscription reconciliation macro, or you can craft a manual response based on it. If sending a response in your own words, it's important to follow the general guidelines and information used in the macro to be sure that we are setting appropriate and consistent expectations.
Try to explain QSR, how it works, and consider linking to the documentation page for it. There's also individual SaaS focused and self-managed focused documentation pages explaining how billable seats are calculated.
Refer to this issue for in-depth explanations.
If the customer would like to dispute a reconciliation, either pending or processed:
Given that support team has no influence over the process at this point, direct the customer to continue all discussions with their sales manager, and the ticket may then be closed.
Important: Support team should not be disabling QSR on a subscription except in the cases of confirmed bug behavior.
If QSR needs to be disabled on a subscription due to a customer dispute or any other non-bug issue, refer to the sales-ops handbook page on How To Temporarily Pause Quarterly Subscription Reconciliation. The sales account manager should be following this workflow to request a temporary pause on QSR.
In the event a bug has been confirmed which is causing an incorrect QSR amount to be quoted, due to the time-sensitive nature of reconciliations Support team have the ability to disable QSR manually on a subscription through the customersDot Admin interface, and we should do so in these cases.
Important: Do not reset a namespace's
Max Seats without the necessary approvals in chatter. View this step as waiving trueups, and refer to the sales-ops handbook page Waived True-Ups: Policy and Approval Requirements
If approvals are given for resetting
Max Seats, you can use the ZenDesk Mechanizer App > Max Seats tool, or do so through console access. Document the action in the relevant ticket, or in an internal-request. In the case where QSR is approved for refund, approval for
Max seats reset is still needed.
Be sure that you are setting this value such that it only eliminates the approved and waived overages. In many cases, you can simply set this value to the namespace's current usage, but use some common sense here too like reviewing the ticket, screenshots, customer interactions, etc to be sure you are setting the proper amount. Ask in slack if you're unsure.
Important: If a QSR is refunded, max user count must be reset by opening a ticket with Support. Deal Desk will support this process. Internal process guide here.