Once an opportunity has been created, you can configure the plans, promotions, etc. for the opportunity from the Add/Modify Plans page.
Note: A notification message displays if the account plan or plan data of an opportunity is out of sync with the information saved in Aria. Refer to Conflict with Account Plan Changes Message for more information.
The Add/Modify Plans page contains several modules for configuration. These modules are described below.
Getting Here: Create or open an account > Create or open an opportunity
Click the Add/Modify Plans button.
Depending if you are configuring an opportunity for an account that has not been committed (a new account) or for an account that has been committed (an existing account), the screens differ. Refer to the New Account or Existing Account sections below.
If this is a new account (you have not previously committed an opportunity for this account) and the Disable New Account Billing Popup for Add/Modify Plans is checked within Aria General Configurations > Other Configs, you see the Add/Modify Plans page in step 2.
If this is a new account and Disable New Account Billing Popup for Add/Modify Plans is not checked in Aria General Configurations > Other Configs, the following popup displays.
This popup is specific to a new account that has not been committed to Aria. These parameters are specific to the account and not the opportunity. You can Save without making any selections, which sets these parameters to the system default of today's date and to an account status of active. Follow the instructions below to change the account status and/or billing information from the system default:
If this is an existing account (i.e you have previously committed an opportunity for this account), the Select plans by billing group for this opportunity overlay displays.
The plans displayed have been previously committed to the account. If there is more than one billing group committed to the account, a drop-down is available to select a billing group to display its associated plans.
You may elect to not check any plans on this overlay and click Next. Plans are chosen in the subsequent Plan Selection and Configuration module. The Plan Selection and Configuration section presents plans from the product catalog as well as plans that have been committed to the account.
To select plans from this overlay, follow the steps below:
Note: The Billing Groups and Plan Selection & Configuration modules must be configured first, and are the minimum required to commit the account to Aria.
If after configuring the Billing Group and Plan Selection & Configuration modules the Commit button does not display, refer to the Opportunity Detail page. The parameters Allow Commit and Save as Draft must be checked.
If this is a new account, the modules display without any plans or billing groups defined and each module has a Get Started button.
If you selected plans in the previous step, the billing group(s) are listed under the Billing Groups heading and the master plans are listed with the number of supplemental plans indicated under the Plan Selection and Configuration heading. An Edit button also displays for these modules.
If plans from more than one billing group have been added, the blue dot next to the billing group indicates which billing group and associated plans are displaying.
To view the other billing group and plan(s):
If plans were not selected from the previous step's Select plans by billing group for this opportunity overlay, the billing group(s) populate under the Billing Groups header, but plans do not display under the Plan Selection and Configuration heading.
Begin by clicking Get Started for a new account or the Edit button for an account with existing billing groups. The Edit Billing Group page displays.
For a new account, the Billing Group page displays an empty form to configure the first billing group.
![]() | Billing Group Name. A unique name for the billing group. If no name is entered, Salesforce auto-generates one. |
![]() | Client-Defined Identifier: A unique, custom ID for the billing group. |
![]() | Notification Method: The method to notify the Statement Contact. |
![]() | Statement Template: A pre-defined format to use for statements. Refer to Statement Templates for more information. |
![]() | Credit Note Template: A credit template to use when applying credits. |
![]() | Primary Payment Option: Select the primary payment option. |
![]() | Primary Payment Method: Depending on the selection of Primary Payment Option, the drop-down includes options for payment methods or payment terms. These options align with the payment terms configured in Aria. After selecting a method, additional input fields display depending on the option. For example, a field for EAN/GLN number may display. |
![]() | Statement Contact: Enter a new statement contact name or select an existing statement contact. Check This Contact Does Not Use Email if applicable. For this option, configuring a dummy email address is necessary to generate statements. Refer to Using a Dummy Email for a Statement Contact for more information. |
![]() | Balance Summary: Hovering over this widget displays information regarding the plan charges. Since this is a new opportunity without any plans assigned, each value is 0. Clicking Change Interval provides options to select a new billing interval. |
Click Save once the form is complete. The billing group now displays on the Add/Modify Plans page.
The Edit Billing Group page displays populated with information. If there is more than one billing group, a drop-down is provided to select and view each billing group. You can revise the information or create a new billing group from this screen. Clicking Create New opens a blank form.
Refer to the New Account section for detailed descriptions of each field.
Once you have completed the form, click Save. The billing group now displays on the Add/Modify Plans page.
Begin by clicking Get Started to add the first plan, or Edit to add additional plans or configure the existing plans.
To commit a plan, at a minimum the Billing Group and the Plan Selection & Configuration modules must be configured. Once these are configured, the options for Commit and Save and Exit display.
Note: The Billing Groups and Plan Selection & Configuration modules must be configured first, and are the minimum required to Commit the account to Aria.
If after configuring the Billing Group and Plan Selection & Configuration modules the Commit button does not display, refer to the Opportunity Detail page. The parameters Allow Commit and Save as Draft must be checked.