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

 

Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Account Management > Change an Account's Plan Assignment

Change an Account's Plan Assignment

Overview

If a customer wants to make any modifications to a plan assignment, you can change the customer’s master plan or add, change, or cancel the customer’s supplemental plans.

Note: If you change a plan assignment on an account that has already been created in Aria, a new opportunity will automatically be created. The new plan assignment will not be synchronized with the account in Aria unless you save the plan assignment to Aria.

Changing an Account's Plan Assignment

Getting Here: Click Accounts > search for an account > Add/Modify Plan

  1. Hover your mouse over a plan name to see the services and rate schedules associated with the plan.
  2. Click the arrow to see the supplemental plans associated with a master plan.

change master plan.png

  1. Do either of the following: 
    • Select the new master plan that you want to assign to the customer. If there are supplemental plans associated with plan, select any new supplemental plans that you want to assign to the customer. Click OK when this message appears: “You have chosen to select a new master plan. If you are replacing your master plan then this may result in losing some or all of the supplemental plans you subscribe to today.”
    • Add or remove supplemental plans associated with the customer’s current master plan.

Note: Supplemental plans that are not associated with the customer’s new master plan will be removed.

  1. If applicable, change the number of units of each plan that the customer wants to purchase.
  2. Click Rate Schedule if you want to assign a rate schedule other than the default rate schedule to a plan.
  3. If you want to assign a different rate schedule to a plan, do either of the following:
    • Click Select to assign an alternate rate schedule to the plan. The currently assigned rate schedule is marked with a green check. The name of the plan to which you are assigning a rate schedule is displayed in orange as shown below. 
    • Click Set Custom Rates.

Note: 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. Therefore, if you select a rate schedule for a different currency, any supplemental plans that you chose will be deselected. You will then need to click Plans at the bottom of the screen to select the supplemental plans that are available in the selected currency.

  1. If you are creating custom rates for the customer:
  • Enter the new rate schedule.
  • Click Save Rates.
  1. Click Billing Options.
  2. Make a Begin When Selection:
  • Anniversary Date: For a master plan, the new plan will be assigned the day after the current master plan's paid through date. For a supplemental plan, the new plan will be assigned on the customer's next anniversary date.
  • Begin Immediately: The new plan will be assigned immediately and you can specify how you want to perform proration. Proration will determine any charges or credits that should apply to the period between the plan assignment date and the customer's next anniversary date or paid through date.
  1. Make a Pro-Rate Charges selection. Specify whether you want to prorate charges or credits resulting from the plan changes. The choices will vary depending on whether you selected a master or supplemental plan. If you select Yes, then you can specify options under Pro-Rate Starts? as described below.  
  • Yes: Proration will be performed or not performed depending on your Aria implementation. If proration is performed, the customer will be charged or credited depending on the result of the proration.
  • No: The customer will not be charged or credited regardless of the result of the proration.
  • Full Pro-ration: The customer will be charged or credited depending on the result of the proration (applies to only master plans).
  • Charge Pro-ration only: If the proration results in a charge, the customer will be charged. If the proration results in a credit, the customer will not be credited (applies to only master plans).
  • Credit Pro-ration only: If the proration results in a credit, the customer will be credited. If the proration results in a charge, the customer will not be charged (applies to only master plans).
  1. Make a Pro-Rate Starts selection.
  • Offset Months: Select this option if you want to specify a particular number of months by which to extend the prorated period. Type in the number of months by which you want to extend the prorated period. Aria will extend the prorated period to the customer's next anniversary date plus your specified number of offset months.
  • Alternate Pro-ration Start Date: Select this option if you do not want the prorated period to start on the current date. Click in the box next to Alternate Pro-ration Start Date to select the date as of which you want to start the prorated period. 

Note: The number of offset months cannot make the prorated period longer than the new plan's billing interval.

  1. Click Review Summary and Checkout.

edit quotes 3.png

If you are changing the customer’s master plan, select this option if the customer wants to keep the supplemental plans that are common to the current master plan and new master plan: Keep common Supplemental Plans.

Note: Supplemental plans that are not associated with the customer’s new master plan will be removed.

A summary of the recurring charges display at the bottom of the screen.

edit quotes 4.png

  1. Click Save to Aria.
  2. Under the Commit Changes to Aria section, click Save to Aria.

After the updated plan assignment has 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. If you specified that a plan assignment should begin on the anniversary date, then the status of the plan will be Active Pending.

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.

account assign4.png

You can enter Aria orders to purchase one-time items from within Salesforce. You can originate one-time orders during account creation or mid-term plan change.

 


You must to post a comment.
Last modified
20:45, 20 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.