Plans
Overview
This section documents Plans, the product catalog objects that define what a customer can purchase. A Master Plan is a container of billable or non-billable services, and it can act as the parent of any number of Supplemental (child) Plans. An account must have at least one Master Plan Instance, and can have several. The full set of a Master Plan and its Supplemental Plans purchased together is called a stack. Use this section for catalog configuration questions, not for questions about a specific account's existing plan instances (see Master Plan Instances under Account Management).
Note: The Aria Customer Care Portal refers to "plans" as "subscriptions," and you can use these terms interchangeably.
Plans Summary
- Plan Creation covers the step-by-step process for building a plan in the Aria UI: creating the plan, defining plan relationships (Master or Supplemental), setting billing and invoicing behavior, defining plan services, adding rates, adding inventory items with non-subscription-offering (NSO) installment terms, adding trials and rollovers, and reviewing and confirming the configuration. It also covers adding a Supplemental Plan to an existing Master Plan Instance, configuring plan services, copying a plan, and daily-weekly billing and discounting behavior.
- Rate Schedules covers pricing changes over time: future rate versioning, which supports accurate invoicing when an account has a positive or negative bill lag or a retroactive start date, and updating a plan's rate schedule.
- Plan Groups covers organizing plans into groups for catalog management, including creating, deleting, sorting, and filtering plan groups.
- Other Plan Concepts covers catalog-level settings that do not fit the other subsections: creating and deleting plan exclusions (rules that prevent certain plans from being combined), editing plan instance fields, visualizing the product catalog's plan structure, proration behavior under daily-weekly billing, restricting inventory items from future sales, and sorting and filtering the plan list.
Plans Topics
MCP Guidance
Route new-offering setup questions (defining what a plan bills for, its services, rates, or trial terms) to Plan Creation. Route pricing-change-over-time or retroactive-billing questions to Rate Schedules. Route catalog-organization questions to Plan Groups. Route questions about plan combination rules, proration, inventory sale restrictions, or catalog field edits to Other Plan Concepts. If the question concerns a plan already purchased on a specific account, redirect to Account Management's Master Plan Instances section instead of Plans.