You can make changes to a plan and schedule these changes to occur at a future date or on the anniversary date. You can create, view, and cancel these future-dated changes during the time between when they are scheduled and when the change takes effect.
Home > Aria Crescendo Documentation > Aria for Salesforce > Account Setup > Add or Modify Plans in Salesforce > Change the Assignment Scope for Plan Changes
Change the Assignment Scope for Plan Changes
Change the Assignment Scope for Plan Changes
Table of contents
Overview
Add Changes to a Plan for a Future Date
Getting Here: Select an account > select an Opportunity > Add/Modify Plans button > Open Plan Selection & Configuration module
- Click Change. The following overlay displays.
- Select a new assignment scope from the following options:
- Immediately
- On Anniversary Date
- On a Future Date
- Click OK. The assignment scope displays the option you selected.
If the selection is On a Future Date, a calendar field displays to specify the future date.
- Enter the date you want the plan changes to occur.
- Make the relevant plan changes, for example an increase in units or a change in discount.
- Click Save.
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