Once a continuity sequence has been set up for a given "starting
offer" and that offer has been placed on orders, it can no longer be
"modified" by clicking into the edit pencil and changing the sequence
offer attributes. If you attempt to do so, you will get a message that
says "This sequence is currently in use by one or more continuity
subscriptions. Because it is in use, editing of the product offers in
this sequence is disabled." The screenshot below will display this
with the bold red box around the verbiage:
In order to make any changes to the continuity, (without effecting the
customers that are on the current plan) the continuity sequence will
need to be deleted by clicking the edit pencil icon and then clicking
the delete button (which will deactivate the sequence, thus still
displaying in list when "show inactive" is selected) on the bottom of
the pop up screen. Tip: It is recommended to do this during a time
when you will not have many orders being submitted which allows you to
make the change fairly seamlessly without new customers being
effected. Once you have deleted the current continuity sequence, you
can then set up a brand new one using the same starting offer and
attaching the sequences with the desired changes. This would mean that
all new enrollment customers from the time that you set up the new
sequence will be effected by the change, and all customers that placed
an order for the starting offer before the new one was created will be
on the previous continuity plan. Reports will reflect this as well.
Sometimes a "back fill" will need to be conducted by a programmer by
OrderLogix support in order to update the existing customers to the
new changes so if that is to occur it will need to be communicated in
a helpdesk ticket. If you only want the changes to effect new
customers that place orders from the day of the change forward, then
nothing is needed from the OLX team.