This article provides the steps necessary for creating a master or a supplemental plan.
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Create a Plan
Create a Plan
Table of contents
Overview
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 Fields, User-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
- To create a plan, click New.
- 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.
- In the Plan Name field, enter a descriptive name for the plan.
- In the Description field, enter a brief explanation about the plan.
- 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.
- Choose whether this plan should be created as a template by checking the Create this plan as a template checkbox (optional).
- Select all applicable product field categories by clicking the items in the Product Field Categories list.
- 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.
- 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.
- Click Next: Plan Relationships.
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