Create a Plan

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Overview

This article provides the steps necessary for creating a Plan.

Prerequisites

It is recommended that the following tasks be completed before you begin to create Plans. At a minimum, we suggest that you:

Create a Service
Create a Usage Type (if applicable)

You may also find it helpful to create Product Fields, Product Field Categories, Account Fields, General Ledger (GL) Codes, and Tax Configurations before creating a new Plan.

Creating a Plan

Getting Here: Click Products > Plans

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Click New.

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To use an existing Plan template, select the appropriate template from the Plan Template drop-down.

Note: Plan templates may be saved for reuse by selecting the Create this Plan as a template box within the Plan Details section of the screen.

In the Plan Name field, enter a descriptive name for the Plan.

Note: Fields marked with a red asterisk are required.

A Client-Defined Identifier auto generates based on the inputted Plan Name. However, you can change Aria's auto-generated client-defined identifier as needed to support your own business needs.
In the Description field, enter any useful details about the Plan.

Entering a meaningful description is important as it provides your users with Plan-related information that may help them quickly distinguish this Plan from others.

From the Status drop-down:

Select Active to make the Plan available for customers to subscribe.
Select Inactive to make the Plan unavailable for customers to subscribe.

From the Plan Type drop-down, select Master Plan or Supplemental Plan.
Select the Create this Plan as a template box if you wish to reuse this Plan as a template in the future.

Note: If you have have created /configured Product Fields and Product Field Categories, these will appear at the bottom of the Plan Details Page for applicable assignments to Plans.