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What does support need to look out for?
How to differentiate between the old pricing / retired products and the new pricing / new products:
Retired products will have the date of retirement marked next to them like this:
ProductName - Date
Pre-M1 jobs
When is old pricing still eligible?
If they had a quote with old pricing and had already passed credit - they could use the existing quote/credit on a contract and proceed - until credit expires.
Invalid Quote Icon:
If a quote is created with the old pricing, and the quote has not yet passed qual and does not have a contract, the quote should be invalid and unable to move forward with a contract. Installer would need to requote with the new pricing
Invalid credit icon:
If qualification has not been approved, they would need to use the new pricing; that's available Credit ineligible, new pricing / new EB products
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If qualification was already approved using the old pricing, they can proceed with the old pricing to contract.
Resigns allowed: How to handle contract signs/re-signs due to pricing update
If a contract is signed with the old pricing, a re-sign is allowed at any time until credit expiration if this re-sign does not change install cost.
This means, that if the installer's intention is to keep the install cost and homeowner payments the same but needs a new contract for an address or name fix.
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Resigns with old pricing not allowed:
If a contract is signed with old pricing, a re-sign that includes a change to the installation cost will use new pricing (regardless of the time since the contract is signed)
Old pricing not allowed if submitted for M1 after 30 days:
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Deal Processing may reject M1 if they’ve submitted more than 30 days after the contract is signed with old pricing.
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M1 Approved jobs
If a contract is signed with the old pricing, re-signs in any subsequent milestone will use the old pricing regardless of what changes