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Aria Knowledge Central

Create a Plan


This article provides the steps necessary for creating a Plan.


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 CategoriesAccount Fields, General Ledger (GL) Codes, and Tax Configurations before creating a new Plan.

Creating a Plan

Getting Here: Click Products > Plans

Create a Plan 1.jpg

  1. Click New.

Create a Plan 2.jpg

  1. 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.
  1. In the Plan Name field, enter a descriptive name for the Plan.
Note: Fields marked with a red asterisk are required.
  1. 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.
  2. 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.

  1. 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.
  1. From the Plan Type drop-down, select Master Plan or Supplemental Plan.
  2. 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.

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