Note: When you create a plan assignment on an account, a new opportunity is automatically created in Salesforce.
If there are any child plans associated with supplemental plans, they will be displayed.
When you assign a master plan to an account, the currency of the default rate schedule for the plan becomes the assigned currency for the account. The supplemental plans associated with a master plan are only the ones available in the master plan’s currency.
Note: If you select a rate schedule for a different currency, any supplemental plans that you chose will be deselected. You must click Plans at the bottom of the screen to select the supplemental plans that are available in the selected currency.
A summary of the recurring charges display at the bottom of the screen.
If you are not ready to save the plan to Aria, you can click Save as Draft.
Note: If you are assigning a plan to an account that has not been saved to Aria, you will not be able to set billing options. When you save the account to Aria, the plan assignment will take effect immediately.
After the plan assignment and the account have been saved to Aria, the Account screen will be displayed. The assigned plans will be listed in the Account Plans section in the Active status as shown below. The MRR Per Plan column shows the monthly recurring revenue for each plan. MRR Per Plan reflects only recurring charges and does not include usage-based or one-time charges.
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 Salesforce products.