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Plan Unit Instances

Overview

The Plan Unit Instance Details screen acts as a dashboard for each Plan Unit Instance, displaying all relevant information in one central location.

Accessing the Plan Unit Instance Details Screen

Getting Here: Click Accounts > search for and select an account > Plans

  1. Upon searching for and selecting an account, select Plans from the left navigation to display the Plans screen.

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The Plans screen displays.

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  1. Select a plan to display the Master Plan Instance Details screen.

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The number within the parenthesis next to the name of the Master Plan Instance indicates the amount of plan unit instances that are defined for the plan.

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  1. Select the number to display a list of the Plan Unit Instances that are defined for the plan.

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  1. Select a Plan Unit Instance ID from the list to display the Plan Unit Instance ID screen.

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 Plan Instance Details Section: Displays the Plan Name, Plan Number, and Plan Unit Instance ID, among other details related to the plan.
 

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 Client Defined Identifier: A custom identifier for the Plan Unit Instance. To update this ID, click within the field and enter a desired identifier for tracking purposes. 

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Recurring Services: Recurring services that are defined for the Plan Unit Instance. You can define the fulfillment date for these services by clicking within the Fulfillment Date field for each service. Setting a date in this field impacts the value within the Fulfillment Status field. 

For instance, if you wish to delay the billing of a corresponding service, entering a future date in the Fulfillment Date field updates the Fulfillment Status value to "Queued." Entering the current date or a past date updates the Fulfillment Status value to "Invoiced."

If a recurring service is not configured to be fulfillment-based, then the fulfillment date can be used for tracking purposes but has no impact on system behavior (and does not have a fulfillment status).

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 Plan Unit Instance Fields: Custom fields that allow you to define characteristics of the Plan Unit Instance. 
  1.  Click Save when you are finished updating any fields or values.
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