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Home > Aria Crescendo Documentation > Account Management > Plan Instance Statuses

Plan Instance Statuses

This article applies to:Aria Crescendo

Overview

The following tables outline the details and properties of each plan instance status.

Plan Instance Statuses

Provided below is a list of plan instance statuses, their descriptions, and how the status may occur (i.e. manually or systematically).

Status Status Description How Status Occurs Source
Active

Plan is fully provisioned.

Plan can be in an active status when the master plan instance is going through dunning.

When account is initially created via UI or API.

CSR manually queues plan to be in an active status.

Master plan instance is queued from Trial status.

Manual

-or-

System

Trial Plan is in a trial state and is provisioned, but not billable. Initial plan assignment via CSR or API.

Manual

-or-

System

Active Non-Billable Plan is fully provisioned, but is not billable and cannot be rolled over to a new plan. Initial plan status on assignment via CSR or API.

Manual

-or-

System

Pending Termination Status when plan is queued to be terminated. Plan queued to be terminated on anniversary day via CSR or API. Manual
Terminated Plan is de-provisioned because of contract expiration or at the end of a trial period, or immediate termination.

The contract expires.

Plan is not renewed at the end of its recurring cycle.

Master plan instance rollover status queued from Trial status to Terminated status.

Immediate termination.

Terminated by system batch.

Manual

-or-

System

Pending Cancellation Status when plan is queued to be cancelled because of an end-user request. Plan is queued to be cancelled on anniversary via CSR or API.

Manual

Cancelled Plan is cancelled because of an end-user request.

Cancelled via CSR or API.

Cancelled via system batch.

Manual

-or-

System

Pending Activation Plan is waiting to be activated in the future.

Initial plan assignment.

Plan is queued for future activation.

Manual

-or-

System

Pending Installation Plan is waiting for installation to happen before full provisioning. Initial plan assignment. Manual
Suspended Plan is temporarily de-provisioned due to non-payment.

Dunning process begins on plan.

Dunning process suspends plan.

System
Inactive Plans and services are still provisioned, but are temporarily non-billable because of customer-initiated request. Set via CSR or API. Manual

Plan Instance Statuses Properties

Status Automatic Rollover Status Automated Recur Bill Supported? Order Creation Allowed? Automated Electronic Collection? Dunning?
 
Active Suspended* Yes Yes Yes Yes
Trial

Active

Terminated

No Yes** Yes No
Active Non-Billable N/A No Yes** Yes No
Pending Termination Terminated Yes Yes Yes Yes
Terminated N/A No Yes** Yes Yes
Pending Cancellation Cancelled Yes Yes Yes Yes
Cancelled N/A No Yes** Yes Yes
Pending Activation Active No Yes* Yes No
Pending Installation N/A No Yes** Yes No
Suspended N/A No Yes** Yes Yes
Inactive Active No Yes** Yes No

*Set only for a master plan instance when dunning completes.

**Order is billed immediately. Please note that for accounts in a Suspended status, the order is only billed immediately when the dunning state is "Completed."

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