This article provides the steps necessary for creating a master or a supplemental plan.
This article provides the steps necessary for creating a master or a supplemental plan.
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.
Getting Here: Click Products > Plans
Note: This option is not available when you are editing an existing plan.
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.
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.