The Plan Unit Instance Details screen provides the ability to:
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.
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.
Getting Here: Click Accounts > Choose an account > Plans & Services > Master Service Plan tab
All active plan unit instances for the plan display.
The selected plan unit instance details display.
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).