You can select subscription plans from Aria for opportunities or quotes from the Select Plans screen by following the steps below. You can navigate to the Select Plans screen by clicking Opportunities > select opportunity > Add/Modify Plans > Select Plans for opportunities or by clicking Opportunities > select opportunity > Quotes > select quote > Add/Modify Plans > Select Plans for quotes.
Note: If you edit an opportunity whose plan assignment has already been saved to Aria, a new opportunity is automatically created. The plan assignment in the new opportunity is synchronized with the account in Aria unless you save the plan assignment to Aria.
Note: Supplemental plans that are not associated with the customer’s new master plan will be removed.
After the updated plan assignment has been saved to Aria for an opportunity or synced to an opportunity for a quote, the account screen displays. The assigned plans for an opportunity are listed in the Account Plans section in the "active" status, as shown below. If you specified that a plan assignment for an opportunity should begin on the anniversary date, then the status of the plan is "active pending". The assigned plans for a quote display in the Account Plans section in the "quote" status.
In the Aria Fields section, the Aria MRR Total reflects the monthly recurring revenue for Aria plans, as shown below. The Aria MMR Total reflects only Aria plans, not opportunity products. The Aria Opportunity Total or Aria Quote Total is the total of Aria MRR Total and Aria Orders (one time Purchase offerings).