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Aria Knowledge Central

create_instance_contract_m

Summary

API Name create_instance_contract_m
Class account_services_m
Update Version 60

Description

Creates an instance contract that binds one or more specific plan instances on an account to a contractual commitment. Unlike universal contracts (which apply account-wide), instance contracts are tied to specific master (subscriptions) and/or supplemental (add-ons) plan instances. They define a minimum commitment term, early termination fees, and renewal behavior for just those plan instances.

Use instance contracts when the commitment terms vary by subscription — for example, a customer might have a 12-month contract on their Enterprise plan but no contract on their add-on services. To create an account-wide contract instead, use create_acct_universal_contract_m. To cancel an instance contract, use cancel_instance_contract_m. To view all contracts on an account, use get_all_acct_contracts_m or get_instance_contract_m.

Inputs

Name Type Length Required Description
client_no long 22 Yes

Aria-assigned unique identifier indicating the Aria client providing service to this account.

auth_key string 32 Yes

Aria-assigned unique key for authenticating the validity of the requestor. This key is passed with each method call.

acct_no long 22 Yes

Aria-assigned account identifier. This value is unique across all Aria-managed accounts.

Alternative required field: client_acct_id

client_acct_id string 50 Yes

Client-defined account identifier.

Alternative required field: acct_no

client_contract_id string 100 No

Client assigned unique contract identifier..

type_no long 8 Yes

The type of contract end action to be enforced by this contract.

Allowed values:

Value Description
2 Continue existing service without contract (default)
3 Renew existing contract automatically
6 Terminate service and billing
7 Terminate service and billing and prorate final invoice
8 Rollover to a different plan/rate/custom rates (applicable only for multi-plan contracts)
9 Renew existing contract automatically with different duration.
length_months long 8 Yes

Note: This field is deprecated. Aria no longer supports length_months.

cancel_fee double 12 No

Fee to be charged if the plan instance is cancelled by the account holder. For a multi-plan contract, this will be applicable only when the last remaining plan instance is cancelled prior to the contract's end date.

create_comments string 300 No

CSR or API-provided comments provided at time of contract creation.

start_date string 10 No

Contract start date in yyyy-mm-dd format. Defaults to the current date if not specified. This field is required for a plan or contract with a future start date.

end_date string 10 Yes

End date of the date range covered by this line item in yyyy-mm-dd format.

Alternative required field: duration_length or length_months

do_auto_discard string 5 No

Whether, upon creation of this contract, the system automatically discards any existing contracts in effect that cover the same plan or set of plans.

Allowed values:

Value Description
True  
False  
cascade_action string 5 No

An indicator on the plan_instance associated to the contract should indicate if the cascade option was selected when the plan_instance was assigned to the contract.

Allowed values:

Value Description
True  
False  
contract_plan_instances object   Yes

See fields below

contract_rollover_custom_rates object   No

See fields below

duration_type long 1 No

Indicator which determines whether the contract duration in length is based on months, weeks or days.

Allowed values:

Value Description
1 Days
2 Weeks
3 Months (default)
duration_length long   Yes

The contract duration in length that the given contract will be in effect from the start date.

Alternative required field: end_date or length_months

renewal_duration_type long 1 No

Indicator which determines whether the contract renewal duration in length is based on months, weeks or days.

Allowed values:

Value Description
1 Days
2 Weeks
3 Months (default)
renewal_duration_length long   No

The contract renewal duration in length that the given contract will be in effect from the renewal start date.

Alternative field: renewal_end_date

renewal_end_date string   No

Date on which the renewal contract ends. Date format is YYYY-MM-DD. For the new contract type '9-Renew contract with different duration', it is mandatory to pass the either the renewal_end_date or the renewal_duration_type and renewal_duration_length. If both are passed, renewal_duration_length will take the precedence over the renewal_end_date.

Alternative field: renewal_duration_length

contract_plan_instances fields

Name Type Length Required Description
plan_instance_no long 22 Yes

The Master Subscription plan instance number.

Alternative required field: client_plan_instance_id

client_plan_instance_id string 100 Yes

Unique client-defined identifier for the master plan instance.

Alternative required field: plan_instance_no

rollover_plan_no long 22 No

Note that if the target rollover plan has a surcharge that has already been associated with this account, when the plan rollover occurs at the completion of this contract, the surcharge for this plan may be ignored (depending on the client parameter determining whether duplicate surcharges are permitted). The surcharge at the account level will remain in effect.

Alternative field: rollover_client_plan_id

rollover_client_plan_id string 100 No

Note that if the target rollover plan has a surcharge that has already been associated with this account, when the plan rollover occurs at the completion of this contract, the surcharge for this plan may be ignored (depending on the client parameter determining whether duplicate surcharges are permitted). The surcharge at the account level will remain in effect.

Alternative field: rollover_plan_no

rollover_rate_sched_no long 22 No

Pre-defined rate schedule to be used as the rollover rate schedule at the completion of the contract.

Alternative field: rollover_client_rate_sched_id

rollover_client_rate_sched_id string 100 No

Client-defined ID of the pre-defined rate schedule to be used as the rollover rate schedule at the completion of the contract.

Alternative field: rollover_rate_sched_no

contract_rollover_custom_rates fields

Name Type Length Required Description
custom_rate_plan_instance_no long 22 No

Plan instance for the new custom rate schedule to be used as rollover custom rate at the completion of the contract.

Alternative field: custom_rate_client_plan_instance_id

custom_rate_client_plan_instance_id string 100 No

Unique client-defined identifier for the master plan instance.

Alternative field: custom_rate_plan_instance_no

custom_rate_service_no long   No

Service number for the new custom rate

Alternative field: custom_rate_client_service_id

custom_rate_client_service_id string 32 No

The client-defined service ID for the new custom rate.

Alternative field: custom_rate_service_no

custom_rate_seq_no long 22 No

Sequence number for this line of the rate schedule

custom_rate_from_unit double 22 No

Tiered pricing, "FROM" unit

custom_rate_to_unit double 22 No

Tiered pricing, "TO" unit

custom_rate_per_unit double 12 No

Rate to charge per unit on this tier

Outputs

Name Type Length Required Description
error_code long   No

Aria-assigned error identifier. 0 indicates no error.

error_msg string   No

Description of any error that occurred. "OK" if there was no error.

contract_no long   No

Aria-assigned unique contract identifier

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