Remove a Master Plan Instance
Overview
This article explains how to remove a Master Plan Instance. Removing a plan is the equivalent of changing the Master Plan Instance status to Canceled.
Removing a Master Plan Instance
Getting Here: Click Accounts > search for an account > Plans
- Select the desired Master Plan Instance from the Plan Instance ID field. The Master Plan Instance Details screen displays.
- Click Remove Plan.
Note: Removing a plan will cause all child plan instances to also be removed and no longer be provisioned.
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Choose the Assignment Scope:
- De-assign Immediately: The Master Plan Instance will be canceled immediately along with any of its associated Supplemental Plan Instances. You can specify how you want to perform proration. Proration will determine any credits that should apply to the period between the plan cancelation date and the paid through date of the Master Plan and/or Supplemental Plan Instances being cancelled.
- De-assign on Anniversary: The cancelation will happen the day after the paid through date of the Master Plan and/or any of it’s associated Supplemental Plan Instances being cancelled.
- De-assign in Future: The Master Plan and/or any of it’s associated Supplemental Plan Instances will be canceled on a specified date in the future.
If you select, De-assign in Future, you can optionally- specify an Effective Date if you want to queue the plan change for future execution (if not specified, the change remains queued until you provide a date via the Future Plan Changes screen);
- select the desired Proration Rule; and
- specify an Alternate Proration Start Date, typically a past date Aria will use as the start of the pro-rated period rather than the current date (if set in the future, the plan will remain active and bill normally until this date, at which point it will be de-assigned).
- You can also select Invoice Unbilled Usage, which invoices any unbilled usage for the plan based on the proration rule, if specified.
- Optionally enter an Offset Interval. Offset Interval extends the anniversary period by the given number of intervals. The Offset Interval value must be a non-zero, positive number.
- Click Remove.
The Master Plan Instance is removed from the account.