Assign a Master Plan Instance During Account Creation

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Overview

A Master Plan Instance acts as container for billable and non-billable services. It can also be the parent plan of any number of Supplemental Plan (child), or it can be a standalone plan that does not contain any Supplemental Plans. An account must have at least one Master Plan Instance assigned to it and a Master Plan Instance can be purchased multiple times.

As part of this process, you also have the ability to:

Add a Supplemental Plan to a Master Plan Instance

Add a Payment Method to a Master Plan Instance

Instructions

The steps for assigning a Master Plan Instance to an account are described below.

Getting Here: Click Accounts >Create New Account

During account creation, Master Plan Instances are assigned to an account within the Plans section of the Create New Account screen.

Note: Refer to the Create an Account article for instructions on completing the sections of the Create New Account screen that precede this section.

Selecting a Master Plan Instance from the Master Plan drop-down loads additional fields related to the plan, allowing you to set the plan's status, select the desired notification method for the plan, apply coupon codes, as well as define the values of plan instance fields, among other options.

Refer to the below screenshots and corresponding descriptions to complete the fields in this section.

1.	Promotion Code: Promotional codes may be added to each Master Plan Instance assigned to an account. Promotion codes serve the following purposes in Aria: Allow you to filter the list of available master plans for assignment based on, for instance, the offer the customer is using. Allow you to track the offers a customer is using for a given Master Plan Instance.
2.	Master Plan: Select the Master Plan Instance to assign to the account.
3.	Master Plan Instance Units: The number of units of the selected Master Plan Instance.
4.	Master Plan Instance 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.
5.	Client-Defined Master Plan Instance ID: A unique ID assigned to each Master Plan Instance.
6.	Master Plan Instance Description: A description of the assigned Master Plan Instance.
7.	Notification Method: The preferred notification method for receiving account-related correspondence. The notification method is assigned at the Master Plan Instance level but is stored at the billing group level. A billing group is created automatically when creating an account.
8.	Notification Template Group: Selecting a notification template group allows you to define notification behavior at a granular level on a per-Master Plan Instance basis.
9.	Credit Memo Template: This allows you to select a credit memo template that can be applied to a qualifying invoice. Credit memos allow the whole or partial crediting of original invoice lines. Generating a credit memo is then followed by an adjusted rebill. Note: To create a Credit Memo Template, you must work with your Aria implementation team.
10.	Rebill Template: Select a template to use when creating a rebill, which adjusts the invoice to an amount other than the original charge amount. This creates a modified copy of an original invoice with adjusted charge amounts for applicable line items.
11.	Statement Template: The statement template that will be used to generate statements for the Master Plan Instance.
12.	Credit Note Template: The credit template that will be used to generate credits for the Master Plan Instance.
13.	Coupon Code: A coupon assigned to the Master Plan Instance.
14.	Temporary Plan Status Until Bill Date: If an alternate billing start date is used and a prorated invoice is not created, this status specifies a temporary status for the Master Plan Instance until it becomes billable. 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.
15.	Surcharges: The surcharge to be applied to this plan.
16.	Surcharge Rate Schedule: The rate schedule to be applied to the selected surcharge.
17.	Purchase Order Number: The purchase order number assigned to this plan.
18.	Account Contact: Click the blue hyperlink to assign an account contact to your master plan instance that includes the following demographic information: Name, Address, Phone Number, Email address, City, State/Province, Locality, Birth Date, and other details.

Inventory Items

If the plan you are adding includes inventory items, the inventory items display. You can specify/select:

Number of Units ;for the inventory item.
Tiers: If an inventory item has multiple rate tiers, you can click on the Tiers link to see the rate tiers and corresponding prices for that item.
Service Location& for taxation purposes. Refer to Create a Service Location.
Destination Contact: The Destination Contact can be used with the Avalara and Vertex O Series& tax engines for tax calculations. Refer to& Account Contacts for more information.

Services

You can specify:

Service Locationfor taxation purposes. Refer to Create a Service Location.
Destination Contact: The Destination Contact can be used with the Avalara and Vertex O Series tax engines for tax calculations. Refer to Account Contacts for more information.