Change a Plan Instance's Status

Overview

You can change the status of a Plan instance from the Master Plan Instance Details screen.

Note: The Aria Customer Care Portal offers an updated, more refined process for updating a plan instance's status. 

Change a Plan's Status

1. Select the desired Plan Instance from the Plan Instance ID field.
   
2. The Master Plan Instance Details screen displays. Click the Status link.
   
3. The Plan Status History screen loads and displays details about the Plan, such as the Plan's ID and status. In addition, a history of changes to the Plan's status is available in a table at the bottom of the screen. Click Change Plan Status.
   
4. A screen loads and displays various Plan statuses that may be applied to the Plan. To select one of these statuses, click the the radio button that is adjacent to the desired Plan status code. The available statuses may include: 

   Status	Description
   Active	Plan is fully provisioned
   Active Non-Billable	Plan is fully provisioned but is not billable and cannot be rolled over to new plan
   Cancelled	Plan is cancelled at the customer’s request
   Inactive	Plans and services are provisioned but are temporarily non-billable at the customer’s request
   Pending Activation	Plan has not yet been activated
   Pending Cancellation	Plan is queued to be cancelled at the customer’s request
   Pending Installation	Master plan has not yet been provisioned due to a pending installation
   Pending Termination	Plan is queued to be terminated
   Suspended	Plan is temporarily deprovisioned
   Terminated	Plan is deprovisioned because the contract expired, the trial period ended, or due to immediate termination
   Trial	Plan is provisioned but not billable

   Note: The list of available options depends on the current status of the Plan instance.

5. From the Days Until Status Change drop-down, select the desired amount of days in which this change should be queued before it goes into affect.
   For instance, if you wish for the Plan status to change in five days, select 5 days from today from the drop-down.
   

   Notes:

   1. If you do not make a selection from this drop-down, the option None (change immediately) is selected by default, causing the Plan status change to go into affect upon saving the changes on the screen.
   2. By default, when you queue a plan status change in the future, Aria records the current status of the plan. On the date of the scheduled plan status change, Aria checks the status of the plan on that scheduled date and—if that status does not match the recorded status on the plan status change schedule (likely due to a manual intervention), the status change will not occur. You can force successful status changes under this circumstance by updating the client parameter Ignore Current Plan Status Lookup for Queued Plan Status Changes (Configuration > Billing > Invoice Settings) to "true."
6. From the Reset Billing Dates field, choose whether the Plan's billing dates should reset, should not be reset (keep existing billing date), or if the Plan should use the Master Plan's anniversary date.
   
   Reactivating a Non-billable Plan
   If you are updating the plan instance's status from a non-billable to billable status, selecting "Use the master plan's next future anniversary date by offsetting with its billing interval" resets the billing date of the plan to that of the master plan. This is useful if the plan's non-billable period has spanned multiple billing periods. Aria will bill the reactivated plan on the master plan's billing anniversary.
   
    
7. In the CSR Comments text field, enter any relevant details about the Plan change.
    
8. Click Save.