Plan Instance Statuses

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Overview

The following tables outline the details and properties of each Plan instance status.

Plan Instance Statuses

Provided below is a list of Plan instance statuses, their descriptions, and how the status may occur (i.e. manually or systematically).

Status	Status Description	How Status Occurs	Source
Active	Plan is fully provisioned. Plan can be in an active status when the Master Plan Instance is going through dunning.	When account is initially created via UI or API. CSR manually queues Plan to be in an active status. Master Plan Instance is queued from Trial status.	Manual -or- System
Trial	Plan is in a trial state and is provisioned, but not billable.	Initial Plan assignment via CSR or API.	Manual -or- System
Active Non-Billable	Plan is fully provisioned, but is not billable and cannot be rolled over to a new Plan.	Initial Plan status on assignment via CSR or API.	Manual -or- System
Pending Termination	Status when Plan is queued to be terminated.	Plan queued to be terminated on anniversary day via CSR or API.	Manual
Terminated	Plan is de-provisioned because of contract expiration or at the end of a trial period, or immediate termination.	The contract expires. Plan is not renewed at the end of its recurring cycle. Master Plan Instance rollover status queued from Trial status to Terminated status. Immediate termination. Terminated by system batch.	Manual -or- System
Pending Cancellation	Status when Plan is queued to be cancelled because of an end-user request.	Plan is queued to be cancelled on anniversary via CSR or API.	Manual
Cancelled	Plan is cancelled because of an end-user request.	Cancelled via CSR or API. Cancelled via system batch.	Manual -or- System
Pending Activation	Plan is waiting to be activated in the future.	Initial Plan assignment. Plan is queued for future activation.	Manual -or- System
Pending Installation	Plan is waiting for installation to happen before full provisioning.	Initial Plan assignment.	Manual
Suspended	Plan is temporarily de-provisioned due to non-payment.	Dunning process begins on Plan. Dunning process suspends Plan.	System
Inactive	Plans and services are still provisioned, but are temporarily non-billable because of customer-initiated request.	Set via CSR or API.	Manual

Plan Instance Statuses Properties

Status	Automatic Rollover Status	Automated Recur Bill Supported?	Order Creation Allowed?	Automated Electronic Collection?	Dunning?	Order Fulfillment Allowed?	Order Invoice Allowed?
Active	Suspended¹	Yes	Yes	Yes	Yes	Yes	Yes
Trial	Active Terminated	No	Yes³	Yes	No	Yes	Yes²
Active Non-Billable	N/A	No	Yes³	Yes	No	Yes	Yes²
Pending Termination	Terminated	Yes	Yes	Yes	Yes	Yes	Yes
Terminated	N/A	No	No	Yes	Yes	No	No
Pending Cancellation	Cancelled	Yes	Yes	Yes	Yes	Yes	Yes
Cancelled	N/A	No	No	Yes	Yes	No	No
Pending Activation	Active	No	Yes¹^&2	Yes	No	Yes	Yes²
Pending Installation	N/A	No	Yes²	Yes	No	Yes	Yes²
Suspended	N/A	No	Yes²	Yes	Yes	No	Yes²
Inactive	Active	No	Yes²	Yes	No	Yes	Yes²

Set only for a Master Plan Instance when dunning completes.
Order is billed immediately (since anniversary invoicing is not allowed for that status). Please note that for accounts in a Suspended status, the order is only billed immediately when the dunning state is "Completed."