Overview

Customers may want to cancel a renewal for a multitude of reasons, such as having made duplicate renewals or because they want to renew to a different plan/product.

Information

Create a support ticket and share the UCID of the customer, along with details about the renewal they want to cancel. Details such as the date on which they renewed and the name of the plan/product would be very helpful in locating and removing the renewal information against the customer's account.

<supportagent>

Follow the sequence of SQL statements below to locate the relevant RateDetail & RateTransition entries and delete them.

1. select CustID from Customer where CustNo = '<UCID shared by client>'

2. select * from RateTransition where CustID = <CustID as obtained from the above query>

   Find the row in the resultset of the above query with a SoldDate matching the renewal date the client has requested to be cancelled. Note down the RateTransitionID for the corresponding row.

3. select * from RateDetail where RateTransitionID = <RateTransitionID as obtained from the above query>

4. Once the rows in RateDetail are located, proceed to delete them with

   delete from RateDetail where RateTransitionID = <RateTransitionID as obtained from the above query>

5. And then delete the RateTransition rows with, using the relevant RateTransitionIDs

   delete from RateTransition where RateTransitionID = <RateTransitionID as obtained from the above query>

</supportagent>