Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > Aria Crescendo Documentation > Product Catalog > Plan Exclusions > Create Plan Exclusions

Create Plan Exclusions

This article applies to:Aria Crescendo

Overview

This article provides steps for creating plan exclusions.

Creating Plan Exclusions

Getting Here: Click Products > Plan Exclusions.

  1. To create a new plan exclusion, click New. To edit a plan exclusion that you previously created, click the plan exclusion that you want to edit. The plan exclusion information displays for editing on a new screen.

New Plan Exclusion 6.50.png

  1. In the Group Name field, enter a meaningful name for the plan group.
  2. In the Description field, enter an explanation of what the plan group does.
  3. Complete the Plan Selection by clicking on each supplemental plan that you want to add to the plan group. To remove a plan from the plan group, you can click it on the list of selected plans.

Note: All supplemental plans in the same plan group must be associated with the same master plan or you will not be able to assign any of the plans in the group to a customer.

  1. Click Save. The plan group is added to your list of plan groups. Customers will not be able to subscribe to more than one plan in the same plan group at the same time.
You must to post a comment.
Last modified
10:26, 13 Oct 2016

Tags

Classifications

This page has no classifications.