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

1. Select the desired Master Plan Instance from the Plan Instance ID field.
   

2. Click Remove Plan.
   

• High-level details about the current plan
• List of any linked supplemental plans
• Various options that impact plan removal
  

3. Choose the Assignment Scope:

   • De-assign Immediately: The plan will be canceled immediately and 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 supplemental plan being canceled.
   • De-assign on Anniversary: The cancelation will happen the day after the paid through date of the Supplemental Plan being canceled.
   • De-assign in Future: The plan will be canceled on a specified date in the future.
4. If you select, De-assign in Future, you can optionally select the desired proration rule. You can also select Invoice Unbilled Usage, which invoices the unbilled usage based on the proration rule, if specified.
5. Click Remove.