When you change a customer's master plan, the change may go into effect immediately or on the customer’s next billing date.
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Change Master Plan for an Account
Change Master Plan for an Account
Table of contents
Overview
Note: The list of master plans for you to assign to a customer will be limited if the customer's current master plan is in a plan group.
Change a Master Plan for an Account
Getting Here: Click Accounts > search for an account > Plans & Services > Master Service Plan tab
- Click Change Master Service Plan.
Note: If the Enable Plan Unit Instances client parameter has been enabled by your Aria Customer Service Representative, then clicking the Num. Plan Units hyperlink displays all "Active" plan unit instances for the plan. Clicking any of the plan unit instance IDs displays the Update Plan Unit Instance Details page where plan unit instance details can be edited and billing can be delayed.
- Locate the new master plan that you wish to assign to the customer. The list of master plans available for you to assign to a customer will be limited if the customer's current master plan is in a plan group.
- Click Select Plan.
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In the Num. Plan Units field, enter the number of units of the plan that the customer wishes to purchase.
- Select one of the three assignment options from the Assignment Scope field.
- Assign on Anniversary
The new plan will be assigned the day after the current master plan's paid through date.
- Assign Immediately
The new plan is assigned immediately and you can specify how you want to perform proration. Proration determines any charges or credits to apply to the period between the plan assignment date and the customer's paid through date or next anniversary day. The proration period will vary depending on whether the current and new plans have the same billing interval or different billing intervals as described below. For more information about proration, please see Proration Overview.
When a customer switches between master plans that have the same billing interval, the prorated period will be extended to the current plan's paid through date.
- Assign in Future
The new plan is assigned on your specified future date. If you selected Assign in Future, you can click the calendar icon next to Effective Date to choose the date on which you want the plan assignment to go into effect. If you do not currently know the date on which the plan change should go into effect, you can leave Effective Date blank. When you know the date on which the plan change should go into effect, you can go to the Future Plan Changes screen and select the desired date or complete the plan change effective immediately.
- If you selected Assign Immediately or Assign in Future, you can choose Pro-ration Options:
- Default Pro-ration (Full Pro-ration)
Proration is performed or not performed depending on your Aria implementation. If proration is performed, the customer is charged or credited depending on the result of the proration. - No Pro-ration
The customer is not charged or credited regardless of the result of the proration. - Full Pro-ration
The customer is charged or credited depending on the result of the proration. - Charge Pro-ration ONLY
If the proration results in a charge, the customer is charged. If the proration results in a credit, the customer is not credited. - Credit Pro-ration ONLY
If the proration results in a credit, the customer is credited. If the proration results in a charge, the customer is charged. - Offset Months
Enter the number of months by which you want to extend the prorated period. This option applies if you are switching a customer between plans that have different billing intervals and you want to align the billing interval of the new plan with that of an existing plan. Aria will extend the proration period to the customer's next anniversary day plus your specified number of offset months.
- If you do not want the prorated period to start on the current date, click the calendar icon to select the date as of which you want to start the prorated period. The alternate proration start date cannot be earlier than the last date on which the customer was billed for the current plan or after the customer's paid through date. The plan is assigned immediately. The alternate proration start date affects only the proration calculation.
- Select Force Currency Change if the default currency of the new master plan is different from the customer's current currency and you want to assign the default currency of the new master plan to the customer.
Note: You can change the customer's currency only if the customer has never had a non-zero financial transaction.
- Select Cancel Unmapped Supp Plans to cancel all of the supplemental plans that are associated with the customer's current master plan and are not associated with the new master plan.
Note: Selecting this option will also generate prorated credits for the customer if there is any unused portion of the supplemental plan.
- Select Invoice Unbilled Usage to automatically invoice unbilled usage.
- Choose Rate Schedules to select an existing rate schedule to assign to the plan. Choose Custom Rates to enter a special rate schedule for the customer.
- Click Save Changes.
- If you changed the number of plan unit instances, fill in the information on the next page.
- If you increased the number of plan units (e.g. from 1 unit to 3 units), a page displays where information can be stored to track the additional plan units.
- If you decreased the number of plan units (from 3 units to 1 unit), a page displays where you are required to choose which plan unit(s) you would like to remove from the account. Removed plan unit instances are set as "Inactive".
Note: To enable the use of plan unit instances, the Enable Plan Unit Instances client parameter must be set to True by your Aria Customer Support Representative.
- Click Save Plan.
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