When adding a Master Plan Instance to an account (an existing account or during account creation), you can add one or more Supplemental Plans to the Master Plan Instance. A Supplemental Plan is a Plan associated with a Master Plan that can be purchased multiple times. It provides the ability to add a variety of additional services that are not offered in a Master Plan.
Getting Here: Account > [search for an account] > Account Overview > Plans > Add New Plan
Note: You must complete a Master Plan before adding a supplemental plan to your Master Plan instance.
After entering your Master Plan information, you can add a Supplemental Plan by clicking the button below:
Clicking the Add Supplemental Plan button loads various fields related to the Supplemental Plan. Refer to the below screenshot and corresponding descriptions to complete the fields in this section.
- Parent Plan: Select the Parent Plan for the Supplemental Plan. The parent plans that are available from this drop-down are determined by the Plan relationships that are defined in the product catalog.
- Supplemental Plan: Select the Supplemental Plan to assign to the account. The Supplemental Plans that are available from this drop-down are determined by the Plan relationships that are defined in the product catalog.
- Supplemental Plan Units: The number of units of the selected Supplemental Plan.
- Supplemental Plan Status: Available statuses include:
- Active: The Plan is fully provisioned.
- Pending Installation: The Plan is waiting for installation to occur before full provisioning can take place. This is only applicable to Master Plan Instances.
- Pending Activation: The Plan is in queue awaiting activation.
- Active Non-Billable: The Plan is not yet billable due to a trial Plan that is assigned.
- Trial: The Plan is in a trial period prior to being rolled over into an active status.
- Client Defined Identifier: A unique ID assigned to each Supplemental Plan Instance.
- Instance Description: A description of the assigned Supplemental Plan Instance