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Home > User Documentation > Product Catalog > Plan Actions > Create a Plan

Create a Plan

Overview

This article provides the steps necessary for creating a master or a supplemental plan.

Prerequisites

Some preliminary tasks must be completed before it is possible to create plans. At a minimum, we suggest that you:

You may also find it helpful to create Product FieldsUser-Defined Fields (also known as “Account Fields”), Product Field Categories, General Ledger (GL) Codes, and Tax Configurations before creating a new plan.

Creating a Plan

Getting Here: Click Products > Plans

  1. To create a plan, click New.
  2. To save the plan as a template you can use to create Quick Plans, select Create this plan as a template.

Note: This option is not available when you are editing an existing plan.

  1. In the Plan Name field, enter a descriptive name for the plan.
  2. In the Description field, enter a brief explanation about the plan.
  3. 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.
  1. From the Plan Type drop-down, select Master Plan or Supplemental Plan.
  2. Choose whether this plan should be created as a template by checking the Create this plan as a template checkbox (optional).

plan details 1v2.png

  1. Select all applicable product field categories by clicking the items in the Product Field Categories list.
  2. Fill in all Field Values under the Product Fields: Plan Unit Instance section.

These values can be edited at any time.

Note: To manage each unit of a plan separately, the Enable Plan Unit Instances parameter must be set to True. Please speak with your Aria Customer Service Representative to adjust this client parameter.

  1. Fill in all Field Values under the Product Fields: Product Catalog Only section.

This section lists all product fields not editable at the instance-level that are associated with the product field categories selected in the corresponding section above.

plan details 2v2.png

  1. Click NextPlan Relationships.

 


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