Enable partners to perform Adobe anytime upgrades in the Marketplace

Adobe supports anytime upgrades through Switch Orders, allowing customers to move from one product configuration to another before the contract anniversary date, following Adobe-defined upgrade paths.

Partners can:

• Perform full or partial unit transfers between eligible subscriptions midterm.
• Access higher-tier products and features without waiting for the subscription anniversary date.

Prerequisites

• Set up the Adobe integration, if not done already. Refer to Configure and sell Adobe products for more details.

  📝 Note: Double-check all prerequisites, feature flags, and Marketplace settings as specified in this section, even if they were configured previously.

• Ensure that all target products are set up on the Marketplace. Refer to Set up price books for Adobe VIP to configure price books for all applicable levels (6–9) and products.

• Contact your AppDirect technical representative to enable the Partial and Full Unit transfer features.

Perform an anytime upgrade

After you confirm the prerequisites, including product onboarding and price book setup, you can perform anytime upgrades using the steps below.

Assisted sales users and end users can run these flows.

As a sales agent

Step 1: Open Update Subscription

1. In the marketplace Orders section, open the order you want to update and click Update Subscription to open the subscription update experience.
2. Select Partial or Full Unit Transfer. The anytime upgrade experience opens.
3. Select the subscription and the units you want to transfer.

Step 2: Choose a target product

4. Under Find a product to update to, click the search box. A dropdown lists all eligible target products.

5. Select the appropriate product from the dropdown.

   📝 Note: Only products returned by Adobe’s GET Offer Switch Paths API appear as valid targets. If the list is empty, no eligible target products are available for that source subscription.

Step 3: Configure the target subscription

6. Under Target Subscription, select the plan, existing subscription, and users.

7. Choose the transfer type:

   • Full Unit Transfer — Turn on the toggle to move all units to the target product.

     • A full transfer cancels the existing subscription and creates a new subscription with the full quantity from the source subscription.

   • Partial Unit Transfer — Enter how many seats to move to the target product.

     • A partial transfer creates a new subscription with the selected quantity and reduces the source subscription to the remaining quantity.

Step 4: Finalize

8. Click Save to finalize the quote.

As an end user

1. Go to Application → Manage Apps (or Marketplace → Manage Apps, depending on your UI version).
2. Find the subscription you want to update.
3. Click Update Subscription to open the subscription update experience.
4. Select Partial or Full Unit Transfer. The anytime upgrade experience opens.
5. Select the product and edition, and choose an existing target subscription or create a new one if none exists.
6. Select how many units to transfer.
7. Complete the purchase.

Revert anytime upgrade

Marketplace now supports reverting Adobe mid-term upgrade Switch Orders within Adobe's 14-day return window. Partners can identify switched and source orders in the UI, validate reversal eligibility with Adobe VIP Marketplace (VIPMP), and restore customer subscriptions and entitlements to their pre-upgrade state.

After a full or partial unit transfer upgrade is completed, you can revert the switch order through the Marketplace UI if the order is still within the allowable return window.

Prerequisites

• Revert is available only for Full Unit Transfer and Partial Unit Transfer switch orders.

• The revert must be initiated within 14 days of the original switch order.

• Contact your AppDirect technical representative to enable revert support for anytime upgrades.

• Subscription Update V2 and Adobe anytime upgrade (partial and full unit transfer) support must already be enabled.

  📝 Note: Double-check all prerequisites, including product onboarding and price book setup, before initiating a revert operation.

As a marketplace manager or sales agent

1. Log in to the Marketplace.
2. Go to Manage > Marketplace > Billing > Orders.
3. Search for the target order (the subscription created or updated by the upgrade).
4. Open the order details by clicking the order.
5. Open the Advanced Actions tab.
6. Review eligible return orders. Only eligible orders appear in this tab. The remaining days available in the revert window are shown for each eligible order.
7. Click Return Order for the order you want to revert.
8. On the Return Order page, review the revert details, including the switched order and the subscription that will be restored.
9. Click Submit Return Order to initiate the revert.

The platform validates eligibility with Adobe VIPMP before completing the revert. When the revert succeeds, subscriptions and entitlements are restored to their pre-upgrade state.

📝 Note:

• In the Marketplace UI, the revert action is labeled Return Order. Only orders within Adobe's 14-day return window and confirmed as eligible by Adobe VIPMP can be reverted.
• If multiple switch orders exist for the same subscription, revert them in reverse chronological order. Revert the most recent switch order first before reverting any earlier switch orders.

Frequently Asked Questions (FAQs)

How are target products determined?

Target products come from Adobe’s GET Offer Switch Paths API, which returns eligible products based on Adobe’s rules. Only products returned by that API are available as upgrade targets.

Can I transfer units to a target subscription that already exists?

Yes. You can transfer units into an existing target subscription.

Can I transfer units for multiple products in one operation?

No. Complete one product transfer at a time. Finish each transfer before starting the next.

Can a full unit transfer be done after a partial unit transfer?

No.

How do I revert a unit transfer order?

Use the Return Order action in the Marketplace UI. Go to Manage > Marketplace > Billing > Orders, open the target order, and select Return Order from the Advanced Actions tab. Refer to Revert anytime upgrade for the full steps.

Which orders are eligible for a revert?

Only Full Unit Transfer and Partial Unit Transfer switch orders are eligible.

What is the time limit for reverting an upgrade?

You can revert an upgrade within 14 days of the original switch order. After the 14-day window expires, the revert operation is no longer available in the Marketplace.

In what sequence can I revert switch orders?

Revert switch orders in reverse chronological order (most recent first). For example, if three switch orders were processed for the same subscription, revert the most recent switch order before reverting any earlier ones.

How are charges calculated after a successful revert?

Charges generated through a revert operation are prorated from the date of revert to the anniversary date.