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Home > User Documentation > Product Catalog > Working with Plans > Master Plans > Update Plan Unit Instance Details

Update Plan Unit Instance Details

Overview

The Plan Unit Instance Details screen provides the ability to:

  • Update a plan's unit instance details.
  • Delay the billing of a service.

The ability to delay the billing of a recurring service is especially useful for clients who want the ability to charge customers for setup fee charges immediately, but want to wait on billing the recurring service fees until the service fulfillment (i.e. setup) is complete.

Prerequisite

To manage each unit of a plan separately, or to enable the delayed billing of a service, the Enable Plan Unit Instances client parameter must be set to True. When set to True, plan units will be managed separately and plan unit instances will be created for each unit of a plan assigned to an account. Additionally, recurring services can be enabled for fulfillment-based billing.

Note: By default, this parameter is set to False. Please speak with your Aria Customer Service Representative to adjust this client parameter.

Update Plan Unit Instance Details

Getting Here: Click Accounts > Choose an account > Plans & Services > Master Service Plan tab

  1. Click the Num. Plan Units link.

All active plan unit instances for the plan display.

  1. Click a link from the Plan Unit Instance ID column.

The selected plan unit instance details display.

fulfillment date2v3.png

  1. Update the values in the Fulfillment-Based Service column, if applicable.
  2. For fulfillment-based recurring services, set a fulfillment date in the Fulfillment Date column to delay the billing of the corresponding service.

Note: If a recurring service is not configured to be fulfillment-based, then the fulfillment date can be used for tracking purposes, but has no impact on system behavior (and will not have a fulfillment status).

  1. Update any plan unit instance fields under the Product Fields: Plan Unit Instance section.
  2. Click Save Changes.
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Last modified
15:56, 11 Oct 2016

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