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Aria Knowledge Central

get_client_plans_all_m

Summary

API Name get_client_plans_all_m
Class system_services_m
Update Version 38

Description

Returns a detailed list of all plans associated with a client. If you do not filter the call by acct_no, the information returned includes the services and rate schedules associated with the plans. If you filter the call by acct_no, or enter a plan_no or a client_plan_id that is a supplemental plan number, the information returned does not include any master plan service or rate schedule details.

Inputs

Name Type Length Required Description
client_no long 22 Yes

Aria-assigned unique identifier indicating the Aria client providing service to this account.

auth_key string 32 No

Aria-assigned unique key for authenticating the validity of the requestor. This key is passed with each method call.

plan_no long 22 No

Unique Aria-assigned plan number. Provide a value for this field to filter the list of plans returned.

Alternative field: client_plan_id

acct_no long 38 No

Unique Aria-assigned account number. Provide a value for this field to filter the list of plans returned.

Alternative field: client_acct_id

promo_code string 30 No

Provide a value for this field to filter the list of plans return. This code is provided during registration and generally provides access to a custom set of reduced-rate plans.

parent_plan_no long 22 No

Unique Aria-assigned plan number. Provide a value for this field to filter the list of plans returned.

Alternative field: client_parent_plan_id

supp_field_names object   No

See fields below

supp_field_values object   No

See fields below

include_all_rate_schedules string 5 No

If set to "true", will retrieve all of the rates and rate schedules associated with a particular plan. If left blank, will default to "false".

Allowed values:

Value Description
True  
False  
include_plan_hierarchy string 5 No

You can use this input parameter to specify whether to retrieve the child plans associated with the returned plans or with the plan_no or parent_plan_no that you specified. If you set the include_plan_hierarchy parameter to true , then all of the child plans down to the bottom level of your plan hierarchy will be returned.

Allowed values:

Value Description
True  
False  
client_plan_id string 100 No

Client-defined Plan ID for which to query available child plans

Alternative field: plan_no

client_parent_plan_id string 100 No

Client-defined unique parent Plan ID

Alternative field: parent_plan_no

retrieve_bundled_nso string 5 No

If set to "true", will retrieve all of the bundled inventory items associated with a particular plan. If left blank, will default to "false".

Allowed values:

Value Description
True  
False  
retrieve_included_nso string 5 No

If set to "true", will retrieve all of the inventory items associated with a particular plan. If left blank, will default to "false".

Allowed values:

Value Description
True  
False  
locale_no long 30 No

Aria-assigned unique identifier of the locale used for translations. This value must be unique across all Aria clients.

Alternative field: locale_name

locale_name string 100 No

Name of the locale.

Alternative field: locale_no

include_translations string 5 No

Setting this flag as True will fetch the translated fields in all the locales defined. If not passed it defaults to False.

Allowed values:

Value Description
True  
False  
client_acct_id string 50 No

Client-defined account identifier.

Alternative field: acct_no

supp_field_names fields

Name Type Length Required Description
supp_field_names string   No

An array of client-defined product field names. Provide a value for this field to filter the list of plans returned.

supp_field_values fields

Name Type Length Required Description
supp_field_values string   No

An array of client-defined product field values paired with the provided product field names above. Provide a value for this field to filter the list of plans returned.

Outputs

Name Type Length Required Description
error_code long   No

Aria-assigned error identifier. 0 indicates no error.

error_msg string   No

Description of any error that occurred. "OK" if there was no error.

all_client_plan_dtls object   No

A multidimensional array containing all client plans.

See fields below

all_client_plan_dtls.plan_services.all_service_supp_fields fields

Name Type Length Required Description
field_name string   No

The machine-readable name of this field

field_desc string   No

The human-readable name of this field

field_order_no long   No

The sort order of this field

field_value string   No

The value stored in this field

all_client_plan_dtls.plan_services.plan_service_rates fields

Name Type Length Required Description
rate_seq_no long   No

Sequential number in the rate schedule for dertermining tiers

from_unit double   No

Tiered Units (from) This value represents the start of a tiered range of values.

to_unit double   No

Tiered Units (to) This value represents the end of the range for a single tier of values.

rate_per_unit double   No

The cost per unit of this service over the time period the plan is billed for

future_rate_per_unit double   No

The future cost per unit of this service over the time period the plan is billed for

monthly_fee double   No

If the plan interval is more than one month, this field will rate per unit per month

weekly_fee double   No

If the plan interval is more than one week, this field will rate per unit per week

daily_fee double   No

If the plan interval is more than one day, this field will rate per unit per day

client_rate_schedule_id string 100 No

Client assigned unique rate schedule number

rate_tier_description string 50 No

Rate Tier Description

all_client_plan_dtls.plan_services.all_plan_service_rates.plan_service_rates fields

Name Type Length Required Description
rate_seq_no long   No

Sequential number in the rate schedule for dertermining tiers

from_unit double   No

Tiered Units (from) This value represents the start of a tiered range of values.

to_unit double   No

Tiered Units (to) This value represents the end of the range for a single tier of values.

rate_per_unit double   No

The cost per unit of this service over the time period the plan is billed for

future_rate_per_unit double   No

The future cost per unit of this service over the time period the plan is billed for

monthly_fee double   No

If the plan interval is more than one month, this field will rate per unit per month

weekly_fee double   No

If the plan interval is more than one week, this field will rate per unit per week

daily_fee double   No

If the plan interval is more than one day, this field will rate per unit per day

client_rate_schedule_id string 100 No

Client assigned unique rate schedule number

rate_tier_description string 50 No

Rate Tier Description

all_client_plan_dtls.plan_services.all_plan_service_rates fields

Name Type Length Required Description
schedule_no long   No

Rate schedule number

client_rate_schedule_id string 100 No

Client assigned unique rate schedule number

future_rate long   No

Indicates whether future rates are captured or not.

Allowed values:

Value Description
0 false, i.e., no future rate.
1 True, i.e., future rates are captured.
Null null, i.e., no future rate.
future_change_date string 50 No

Future Change Date of the rates.

followup_rs_no long 50 No

Aria internal ID of follow-up default rate schedule

client_followup_rs_id string 50 No

Client-defined ID of followup rate schedule

plan_service_rates object   No

Represents the rates for the default rate schedule for the default currency for the plan

See fields below

all_client_plan_dtls.plan_services fields

Name Type Length Required Description
service_no long 22 No

The services for this plan

service_desc string   No

Description of this service

is_recurring_ind long   No

Indicates whether or not this service is a recurring service

Allowed values:

Value Description
0 Service is not recurring-based.
1 Service is recurring-based.
is_usage_based_ind long   No

Indicates whether or not this service is a usage-based service

Allowed values:

Value Description
0 Service is not usage-based.
1 Service is usage-based.
usage_type long   No

The usage type supported by this usage based service

taxable_ind long   No

Indicates whether or not this service is taxable

Allowed values:

Value Description
0 Service is not taxable.
1 Service is taxable.
is_tax_ind long   No

Indicates whether or not this service is a tax-based service

Allowed values:

Value Description
0 Service is not a tax-based service.
1 Service is a tax-based service.
is_arrears_ind long   No

Indicates whether or not this service is an arrears-based service

Allowed values:

Value Description
0 Service is not arrears-based.
1 Service is arrears-based.
is_setup_ind long   No

Indicates whether or not this service is a setup-based service

Allowed values:

Value Description
0 Service is not setup-based.
1 Service is setup-based.
is_misc_ind long   No

Indicates whether or not this service is a miscellaneous service

Allowed values:

Value Description
0 Service is not miscellaneous.
1 Service is miscellaneous.
is_donation_ind long   No

Indicates whether or not this service is a donation-based service

Allowed values:

Value Description
0 Service is not donation-based.
1 Service is donation-based.
is_order_based_ind long   No

Indicates whether or not this service is an order-based service

Allowed values:

Value Description
0 Service is not order-based.
1 Service is order-based.
is_cancellation_ind long   No

Indicates whether or not this service is a cancellation- based service

Allowed values:

Value Description
0 Service is not cancellation-based.
1 Service is cancellation-based.
coa_id string   No

Chart of accounts ID

ledger_code string   No

This field is deprecated in favor of coa_id

client_coa_code string   No

The client-defined override for coa_id

display_ind long   No

Indicates if this service is displayable or not

Allowed values:

Value Description
0 Service is not displayable.
1 Service is displayable.
tiered_pricing_rule long   No

The Tiered Pricing Rule

Allowed values:

Value Description
1 Standard
2 Volume Discount
3 Flat Rate Per Tier
is_min_fee_ind long   No

Indicates whether or not this service is a minimum fee.

Allowed values:

Value Description
0 Service is not a minimum fee.
1 Service is a minimum fee.
client_service_id string 100 No

The client-defined Service ID for this plan.

usage_type_cd string 100 No

Denotes which usage type to record.

all_service_supp_fields object   No

See fields below

fulfillment_based_ind long 1 No

Indicates if the service is Fulfillment Based or not.

svc_location_no long 22 No

The Aria-assigned unique identifier for the origin location for the service.

client_svc_location_id string 100 No

The client-defined location identifier for the origin location for the service.

svc_location_name string   No

The name of the origin location for the service.

svc_location_company_name string   No

Company name of the service location.

svc_location_address1 string   No

First address line of the service location.

svc_location_address2 string   No

Second address line of the service location. If you want to delete existing data in this field, leaving it blank, you must enter a '~' in this field.

svc_location_address3 string   No

Third address line of the service location.

svc_location_city string   No

City of the service location.

svc_location_locality string   No

Locality of the service location.

svc_location_state_prov string   No

State or Province of the service location. The official postal-service codes for all United States, Australia and Canada states, provinces, and territories. This field does not support states, provinces or territories from other countries. Use the locality field for other countries.

svc_location_country string   No

Country of the location contact. The ISO-compliant 2-character country code abbreviation in uppercase.

svc_location_postal_cd string   No

Postal/Zip code for the service location address.

plan_service_rates object   No

Represents the rates for the default rate schedule for the default currency for the plan

See fields below

all_plan_service_rates object   No

All rates for all rate schedules and currencies for this plan

See fields below

usage_type_name string   No

The human-readable name of this usage type

usage_type_desc string   No

The long description of this usage type

usage_type_code string   No

Client-assigned identifier for the type of usage being recorded.

usage_unit_label string   No

The display-level description of the units this usage represents.

apply_usage_rates_daily long   No

Indicates whether or not this usage-based service is rated on a daily basis.

Allowed values:

Value Description
0 usage shall be rated based on the entire billing period
1 usage shall be rated based on one day periods individually.
tax_inclusive_ind long   No

This flag denotes if a rate is inclusive of the taxes. Value of 1 means tax inclusive rates and a value of 0 (default) means tax exclusive rates.

Allowed values:

Value Description
0 The plan services rates are Tax Exclusive.
1 The plan services rates are Tax Inclusive.
usage_rating_time_ind long   No

Indicates whether rating is performed during load time or invoice time

Allowed values:

Value Description
0 Rating will be performed at billing time.
1 Rating will be performed at load time.
usage_record_rating_level_ind long   No

Indicates whether rating is performed at aggregate level or per usage record level.

Allowed values:

Value Description
0 Rating will be performed with aggregated usage units.
1 Rating will be performed at per usage record level.
usage_record_taxation_level_ind long   No

Indicates whether taxation is performed at aggregate level or per usage record level.

Allowed values:

Value Description
0 Taxation will be performed with aggregated usage charges.
1 Taxation will be performed at per usage record level.

all_client_plan_dtls.plan_rate_schedules_details fields

Name Type Length Required Description
schedule_no long   No

The ID of this rate schedule

client_rate_schedule_id string 100 No

Client assigned unique rate schedule number

schedule_name string   No

The name of this rate schedule

schedule_currency string   No

The currency this rate schedule is linked to

recurring_billing_interval long   No

Number of months between billing cycles for recurring

usage_billing_interval long   No

Number of months between billing cycles for usage

recurring_billing_period_type long   No

Period type for billing cycles for recurring

Allowed values:

Value Description
1 Period type for recurring billing cyle is Daily
2 Period type for recurring billing cyle is Weekly
3 Period type for recurring billing cyle is Monthly
4 Period type for recurring billing cyle is Quarterly
5 Period type for recurring billing cyle is Yearly
usage_billing_period_type long   No

Period type for billing cycles for usage

Allowed values:

Value Description
1 Period type for usage billing cyle is Daily
2 Period type for usage billing cyle is Weekly
3 Period type for usage billing cyle is Monthly
4 Period type for usage billing cyle is Quarterly
4 Period type for usage billing cyle is Yearly
default_ind long   No

If true, this is the default rate schedule for the default currency

Allowed values:

Value Description
0 Rate schedule is not the default.
1 Rate schedule is the default.
default_ind_curr long   No

If true, this is the default rate schedule for the specified currency

Allowed values:

Value Description
0 Rate schedule is not default for specified currency.
1 Rate schedule is default for specified currency.
schedule_display_ind long   No

Determines whether the rate schedule is displayable

Allowed values:

Value Description
0 Rate schedule is not displayable.
1 Rate schedule is displayable.
available_from_dt string 100 No

Start date of rate schedule

available_to_dt string 100 No

End date of rate schedule

followup_rs_no long 100 No

Aria internal ID of follow-up default rate schedule

client_followup_rs_id string 100 No

Client-defined ID of followup rate schedule

all_client_plan_dtls.contract_rollover_rate_sched fields

Name Type Length Required Description
contract_current_rate_sched_no long   No

Current rate schedule for which the rollover rate schedule will be used at the completion of the contract

contract_current_client_rate_sched_id string   No

Client-defined ID of the current rate schedule for which the rollover rate schedule will be used at the completion of the contract

contract_rollover_rate_sched_no long   No

Pre-defined rate schedule to be used as the rollover rate schedule at the completion of the contract

contract_rollover_client_rate_sched_id string   No

Client-defined ID of the pre-defined rate schedule to be used as the rollover rate schedule at the completion of the contract

all_client_plan_dtls.plan_nso_incl_list fields

Name Type Length Required Description
item_no long 22 No

Inventory item number

active_ind long   No

Inventory item status.

Allowed values:

Value Description
0 Inventory item is not active.
1 Inventory item is active.

all_client_plan_dtls.plan_groups fields

Name Type Length Required Description
plan_group_no long   No

The ID of this plan group

plan_group_name string   No

The name of this plan group

plan_group_desc string   No

The long description of this plan group

plan_group_usage string   No

Determines where the plan groups are made available

Allowed values:

Value Description
C By CSRs only within AdminTools
U Within your User Self Service applications only
B For both CSR and USS
selectable_ind long   No

Whether or not this plan group is selectable

Allowed values:

Value Description
0 Plan group is not selectable.
1 Plan group is selectable.
client_plan_group_id string 100 No

Client-defined ID for this plan group

all_client_plan_dtls.promotional_plan_sets.promotions_for_set fields

Name Type Length Required Description
promo_code string 100 No

The promo code itself

promo_code_desc string   No

A long description of this promo code

all_client_plan_dtls.promotional_plan_sets fields

Name Type Length Required Description
promo_set_no long   No

The ID of this promotional plan set

promo_set_name string   No

The name of this promotional plan set

promo_set_desc string   No

The long description of this promotional plan set

promotions_for_set object   No

The promo codes associated with this group of plans

See fields below

client_promo_set_id string 100 No

Client-defined ID of this promotional plan set

all_client_plan_dtls.parent_plans fields

Name Type Length Required Description
parent_plan_no long   No

ID of the parent plan

parent_plan_name string   No

Name of the parent plan

client_parent_plan_id string 100 No

Client-defined unique parent Plan ID

all_client_plan_dtls.plan_supp_fields fields

Name Type Length Required Description
plan_supp_field_no long   No

Supplemental object field ID

plan_supp_field_name string   No

Name of the supplemental field. This value is required if you want to assign supplemental fields. For example, if you have any accounts that are tax-exempt or international, you must set up corresponding account supplemental fields prior to your tax provider configuration. Create fields for the tax exemption number and for the VAT ID used by the tax provider.

plan_supp_field_desc string   No

Description of the supplemental object field

plan_supp_field_value string   No

The value in this supplemental field on the plan

all_client_plan_dtls.child_plans fields

Name Type Length Required Description
plan_no long 22 No

Aria generated unique ID of the plan.

client_plan_id string   No

Client-defined unique ID for the plan.

is_mandatory long   No

Determines if this child plan must be purchased along with the parent plan.

Allowed values:

Value Description
0 non-mandatory (default)
1 mandatory
is_default string   No

Determines if this child plan must be added to the purchase plan list in the UI.

Allowed values:

Value Description
0 this will not be mapped as default plan to the respective parent plan (default)
1 this will be mapped as default plan to the respective parent plan
min_units long   No

Determines the minimum number of units that must be purchased.

max_units string   No

Determines the maximum number of units that can be purchased.

enforcement_level string   No

Determines the level at which the minimum and maximum values are enforced.

Allowed values:

Value Description
0 For each parent plan unit or Instance individually (default)
1 In aggregate across all units and instances of this parent plan on the Account

all_client_plan_dtls.plan_nso_items.plan_nso_price_override fields

Name Type Length Required Description
rate_schedule_no long   No

The internal Id of the rate schedule

client_rate_schedule_id string   No

Client assigned unique rate schedule number

currency_cd string   No

Currency code for Inventory item.

override_price string   No

Note: This field is deprecated. Aria no longer supports override_price.

bundle_nso_rate_schedule_no long   No

Aria-assigned unique identifier for the rate schedule to be used as the bundle price for the NSO when purchased with this plan.

bundle_client_nso_rate_schedule_id string   No

Client-defined unique identifier for the rate schedule to be used as the bundle price for the NSO when purchased with this plan.

all_client_plan_dtls.plan_nso_items fields

Name Type Length Required Description
item_no long 22 No

Inventory item number that is bundled with the plan

active_ind long   No

Inventory item status.

Allowed values:

Value Description
0 Inventory item is not active.
1 Inventory item is active.
min_qty string   No

Minimum NSO quantity needed during plan purchase

max_qty string   No

Maximum NSO quantity needed during plan purchase

item_scope long   No

Scope of bundled NSO during plan purchase.

Allowed values:

Value Description
0 Up to Plan Units
1 Match Plan Units
2 Any Units
plan_nso_price_override object   No

Overridden prices for NSO items.

See fields below

all_client_plan_dtls.plan_nso_group.plan_nso_group_price_override fields

Name Type Length Required Description
rate_schedule_no long   No

The internal Id of the rate schedule

client_rate_schedule_id string   No

Client assigned unique rate schedule number

currency_cd string   No

Currency code for Inventory item.

override_price string   No

Note: This field is deprecated. Aria no longer supports override_price.

bundle_nso_rate_schedule_no long   No

Aria-assigned unique identifier for the rate schedule to be used as the bundle price for the NSO when purchased with this plan.

bundle_client_nso_rate_schedule_id string   No

Client-defined unique identifier for the rate schedule to be used as the bundle price for the NSO when purchased with this plan.

all_client_plan_dtls.plan_nso_group fields

Name Type Length Required Description
item_no long 22 No

Inventory item number that is bundled with the plan

active_ind long   No

Inventory item status.

Allowed values:

Value Description
0  
1  
plan_nso_group_price_override object   No

Overridden prices for NSO items.

See fields below

all_client_plan_dtls.plan_translation_dtls.plan_service_t.all_service_supp_fields_t fields

Name Type Length Required Description
field_name string   No

The machine-readable name of this field

field_desc string   No

The human-readable name of this field

field_order_no long   No

The sort order of this field

field_value string   No

The value stored in this field

all_client_plan_dtls.plan_translation_dtls.plan_service_t.plan_service_rates_t fields

Name Type Length Required Description
rate_seq_no long   No

Sequential number in the rate schedule for dertermining tiers

rate_schedule_name string 50 No

Rate Tier Description

rate_tier_description string 50 No

Rate Tier Description

all_client_plan_dtls.plan_translation_dtls.plan_service_t.plan_supp_fields_t fields

Name Type Length Required Description
plan_supp_field_no long   No

Supplemental object field ID

plan_supp_field_name string   No

Name of the supplemental field. This value is required if you want to assign supplemental fields. For example, if you have any accounts that are tax-exempt or international, you must set up corresponding account supplemental fields prior to your tax provider configuration. Create fields for the tax exemption number and for the VAT ID used by the tax provider.

plan_supp_field_desc string   No

Description of the supplemental object field

plan_supp_field_value string   No

The value in this supplemental field on the plan

all_client_plan_dtls.plan_translation_dtls.plan_service_t fields

Name Type Length Required Description
service_no long   No

The unique ID for the service this line represents.

service_desc string   No

The name of the service this line represents.

all_service_supp_fields_t object   No

See fields below

plan_service_rates_t object   No

Represents the rates for the default rate schedule for the default currency for the plan.

See fields below

usage_type_name string   No

The human-readable name of this usage type

usage_type_desc string   No

The long description of this usage type

usage_unit_label string   No

The display-level description of the units this usage represents.

plan_supp_fields_t object   No

Supplemental object fields associated with this plan

See fields below

all_client_plan_dtls.plan_translation_dtls fields

Name Type Length Required Description
plan_no long 22 No

Aria-assigned unique plan identifier

locale_name string 100 No

Name of the locale.

plan_name string   No

The short name of this plan.

plan_desc string   No

The long description of this plan.

locale_no long 30 No

Aria-assigned unique identifier of the locale used for translations. This value must be unique across all Aria clients.

plan_service_t object   No

See fields below

all_client_plan_dtls fields

Name Type Length Required Description
plan_no long 22 No

Aria-assigned unique plan identifier

plan_name string   No

Plan Name

plan_desc string   No

Text description of this plan

supp_plan_ind long   No

Indicates whether or not this plan is a supplemental plan.

Allowed values:

Value Description
0 Master Plan
1 Supplemental Plan
billing_ind long   No

Indicates whether or not this plan is billable. This applies to Master Plans only. Supplemental plans inherit this property from their associated Master Plans.

Allowed values:

Value Description
0 Plan is not billable.
1 Plan is billable.
display_ind long   No

Indicates whether or not the plan is marked as "displayable". 0 means not displayable. 1 means displayable.

Allowed values:

Value Description
0 Plan is not displayable.
1 Plan is displayable.
rollover_months long   No

Number of months in which the account will change from the current plan to the pre-defined rollover plan.

rollover_plan_no long   No

Pre-defined plan to which the account will change based on the defined rollover_months value; the rollover record is created when an account is placed on a plan with a defined rollover plan.

early_cancel_fee double   No

Fee charged for early cancellations.

early_cancel_min_months long   No

Number of months during which early cancellation fees would apply on plan cancellation.

suspension_period long   No

Pre-defined period in days in which an account will degrade to Suspended status (-1) if action is not taken such as a plan or status change.

new_acct_status long   No

The status code to assert for the new account.

Allowed values:

Value Description
0 INACTIVE
1 ACTIVE
2 CANCELLATION PENDING
3 TERMINATION PENDING
10 ACTIVE DUNNING PENDING
11 ACTIVE DUNNING 1
12 ACTIVE DUNNING 1
13 ACTIVE DUNNING 3
14 ACTIVE DUNNING 4
15 ACTIVE DUNNING 5
16 ACTIVE DUNNING 6
17 ACTIVE DUNNING 7
18 ACTIVE DUNNING 8
21 REINSTATED FORWARD BILL
22 REINSTATED BACK BILL
31 INSTALLATION PENDING
32 REGISTERED PENDING ACTIVATION
41 ACTIVE TRIAL
51 TEMPORARY SERVICE BAN
61 ACTIVE NON-BILLABLE
99 PERMANENT
-1 SUSPENDED
-2 CANCELLED
-3 TERMINATED
-4 CONTRACT EXPIRED
-11 SUSPENDED DUNNING 1
-12 SUSPENDED DUNNING 2
-13 SUSPENDED DUNNING 3
-14 SUSPENDED DUNNING 4
-15 SUSPENDED DUNNING 5
-99 ARCHIVED
rollover_acct_status long   No

Default status for new accounts created on this plan.

Allowed values:

Value Description
0 INACTIVE
1 ACTIVE
2 CANCELLATION PENDING
3 TERMINATION PENDING
10 ACTIVE DUNNING PENDING
11 ACTIVE DUNNING 1
12 ACTIVE DUNNING 1
13 ACTIVE DUNNING 3
14 ACTIVE DUNNING 4
15 ACTIVE DUNNING 5
16 ACTIVE DUNNING 6
17 ACTIVE DUNNING 7
18 ACTIVE DUNNING 8
21 REINSTATED FORWARD BILL
22 REINSTATED BACK BILL
31 INSTALLATION PENDING
32 REGISTERED PENDING ACTIVATION
41 ACTIVE TRIAL
51 TEMPORARY SERVICE BAN
61 ACTIVE NON-BILLABLE
99 PERMANENT
-1 SUSPENDED
-2 CANCELLED
-3 TERMINATED
-4 CONTRACT EXPIRED
-11 SUSPENDED DUNNING 1
-12 SUSPENDED DUNNING 2
-13 SUSPENDED DUNNING 3
-14 SUSPENDED DUNNING 4
-15 SUSPENDED DUNNING 5
-99 ARCHIVED
rollover_acct_status_days long   No

Number of days in which an account will change from the initial status code to the pre-defined rollover status code.

init_free_months long   No

Initial free months.

plan_2_assign_on_susp long   No

Plan to assign when an account on this plan is suspended.

default_notify_method long   No

Default notification method given to an account that is assigned to this plan.

Allowed values:

Value Description
0 None
1 HTML Email
2 Text Email
3 Text Email w/link to HTML
4 Data export
5 Printable (no Email) w/Surcharge
6 Printable & Text Email
7 Printable & HTML Email w/Surcharge
8 Printable (no Email)
9 PDF (Printing required, no Email)
10 PDF (delivered by Email)
11 PDF (Printing req & Email)w/surcharge
12 PDF (Printing req, no Email)w/surcharge
13 XML Master File
14 PDF Master File
prepaid_ind long   No

Indicates whether or not this plan is prepaid

Allowed values:

Value Description
0  
1  
currency_cd string   No

The 3-character ISO-compliant currency code in lowercase for monetary values used in the context of this API method.

client_plan_id string 100 No

Client assigned unique plan identifier

client_rollover_plan_id string 100 No

Pre-defined client rollover plan ID to which the account will change based on the defined rollover_months value; the rollover record is created when an account is placed on a plan with a defined client rollover plan ID.

proration_invoice_timing_cd string 2 No

Indicates whether to defer the pro-rated charges to the next anniversary date or to create a seperate invoice immediately.

Allowed values:

Value Description
I Indicates to generate the invoice immediately for the pro-rated charges.
A Indicates to generate the invoice to the next anniversary date for the pro-rated charges.
rollover_plan_duration string   No

Duration of the plan rollover period (used in conjunction with rollover_plan_uom_cd).

rollover_plan_uom_cd long   No

Units associated with the duration of the plan rollover period (used in conjunction with rollover_plan_duration).

Allowed values:

Value Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
init_free_period_duration long   No

Duration of the initial free period (used in conjunction with init_free_period_uom_cd).

init_free_period_uom_cd string   No

Units associated with the duration of the initial free period (used in conjunction with init_free_period_duration).

Allowed values:

Value Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
initial_plan_status_cd long   No

Default status used when master plan is initially assigned on an account.

Allowed values:

Value Description
1 ACTIVE
41 ACTIVE TRIAL
61 ACTIVE NON-BILLABLE
rollover_plan_status_duration long   No

Duration of the plan status rollover period, after which the initial plan status on the master plan instance will change to the pre-defined rollover plan status (used in conjuction with rollover_plan_status_uom_cd).

rollover_plan_status_uom_cd long   No

Units associated with the duration of the plan status rollover period after which the initial plan status on the master plan instance will change to the pre-defined rollover plan status. (used in conjunction with rollover_plan_status_duration).

Allowed values:

Value Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
rollover_plan_status_cd long   No

Status used for the master plan instance at the completion of the plan status rollover period.

Allowed values:

Value Description
1 ACTIVE
41 ACTIVE TRIAL
61 ACTIVE NON-BILLABLE
nso_incl_list_scope long 2 No

Scope of additional NSO as part of inclusion list.

Allowed values:

Value Description
0 Indicates to inclusion type All non-restricted inventory items.
1 Indicates to inclusion type Existing bundled and non-restricted inventory items.
2 Indicates to inclusion type Existing bundled inventory items only.
3 Indicates to inclusion type Selected and non-restricted inventory items.
4 Indicates to inclusion type Selected specific inventory items.
plan_services object   No

A multidimensional array of Services for this plan

See fields below

plan_rate_schedules_details object   No

An array of the rate schedules for the requested plan

See fields below

contract_rollover_plan_no long   No

Pre-defined plan to be used as the rollover plan at the completion of the contract.

contract_rollover_client_plan_id string 100 No

Client-defined ID of the pre-defined plan to be used as the rollover plan at the completion of a contract.

contract_rollover_rate_sched object   No

See fields below

plan_nso_incl_list object   No

Non-Subscription Offerings inclusion list that is in addition to NSOs that are bundled with the plan

See fields below

plan_groups object   No

A grouping of plans which can be used for plan assignment

See fields below

promotional_plan_sets object   No

A grouping of plans based on promo code

See fields below

parent_plans object   No

The plans which are mapped as parents of this plan

See fields below

plan_supp_fields object   No

Supplemental object fields associated with this plan

See fields below

first_retrieval_level_ind string   No

If true, this plan met the initial filtering criteria used to retrieve this list of plans. If false, this plan is a child plan (or other decendant) of a plan which met the initial criteria

Allowed values:

Value Description
True This plan met the initial filtering criteria used to retrieve this list of plans.
False This plan is a child plan (or other decendant) of a plan which met the initial criteria.
child_plans object   No

The plans which are mapped as children of this plan

See fields below

plan_nso_items object   No

Non-Subscription Offerings that are bundled with the plan.

See fields below

plan_nso_group object   No

Non-Subscription Offerings that are bundled with the plan as part of NSO group

See fields below

nso_group_min_qty string   No

Minimum NSO quantity needed during plan purchase for the NSO group.

nso_group_max_qty string   No

Maximum NSO quantity needed during plan purchase for the NSO group.

nso_group_item_scope string   No

Scope of bundled NSO group during plan purchase.

Allowed values:

Value Description
U Up to Plan Units
M Match Plan Units
A Any Units
plan_translation_dtls object   No

See fields below

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