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Create a Plan

Overview
Prerequisites
Creating a Plan
1. Subtopics

Overview

This article provides the steps necessary for creating a Plan.

Prerequisites

It is recommended that the following tasks be completed before you begin to create Plans. At a minimum, we suggest that you:

Create a Service
Create a Usage Type (if applicable)

You may also find it helpful to create Product Fields, Product Field Categories, Account Fields, General Ledger (GL) Codes, and Tax Configurations before creating a new Plan.

Creating a Plan

Getting Here: Click Products > Plans

Create a Plan 1.jpg

Click New.

Create a Plan 2.jpg

To use an existing Plan template, select the appropriate template from the Plan Template drop-down.

Note: Plan templates may be saved for reuse by selecting the Create this Plan as a template box within the Plan Details section of the screen.

In the Plan Name field, enter a descriptive name for the Plan.

Note: Fields marked with a red asterisk are required.

A Client-Defined Identifier auto generates based on the inputted Plan Name. However, you can changes Aria's auto-generated client-defined identifier as needed to support your own business needs.
In the Description field, enter any useful details about the Plan.

Entering a meaningful description is important as it provides your users with Plan-related information that may help them quickly distinguish this Plan from others.

From the Status drop-down:

Select Active to make the Plan available for customers to subscribe.
Select Inactive to make the Plan unavailable for customers to subscribe.

From the Plan Type drop-down, select Master Plan or Supplemental Plan.
Select the Create this Plan as a template box if you wish to reuse this Plan as a template in the future.

Note: If you have have created /configured Product Fields and Product Field Categories, these will appear at the bottom of the Plan Details Page for applicable assignments to Plans.

Click on these links to learn more about Product Fields and Product Field Categories.