Define Plan Relationships

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Overview

Assigning Plan relationships creates a link between a (parent) Master Plan and (child) Supplemental Plans.

A Master Plan can be:

The parent of one or multiple Supplemental Plans (child Plans).
A standalone Plan that does not contain any Supplemental Plans.

A Supplemental Plan can be:

The child of a Master Plan.
The parent of another Supplemental Plan.
The child of another Supplemental Plan.

Assigning Plan Relationships

Getting Here: Click Products > Plans > Plan Relationships

Note: The Plan Relationships tab is only available to select for existing Plans. Otherwise, if you are creating a new Plan, the Plan Relationships tab becomes available once you have completed the Details tab.

If you are creating a Master Plan:

Assign Child Plans to your Plan by entering a Plan Number, Name or Client-Defined Identifier into the open field, or by clicking Browse.

If you click Browse, a selection screen displays.

Check the Plans to add, and click Select.

The child Plans display, and further configuration is available. These configurations only apply at this plan relationship level.

Mandatory: If a child Plan is marked as mandatory, then the customer must purchase this Plan with the purchase of the parent Plan. The Default checkbox automatically checks and the Minimum Units populates with "1" automatically when Mandatory is checked.
Default: If Default is checked, then the child Plan is automatically selected for purchase when purchasing the parent Plan, but can be de-selected if you do not want the child Plan included.
Minimum Units: Specify the minimum number of units of this Plan that a customer must purchase when purchasing this Plan.
Maximum Units: Specify the maximum number of units of this Plan that a customer may purchase when purchasing this Plan.
Account Limits: Select this option to apply the minimum and maximum limits to the total units across all units and instances of the parent Plan on the account.

Note: The above fields are editable even if the Plan is locked. However, changes made do not retroactively apply to previously purchased Plans.

Assign Plan Groups to as described above. A Plan group limits the selection of Master Plans that a customer can switch to based on that customer's current Master Plan. Refer to Create Plan Group for more information.
Click Next: Billing & Invoicing.

If you are creating a Supplemental Plan:

Assign Parent Plans to your Plan by entering a Plan Number, Name or Client-Defined Identifier into the open field, or by clicking Browse. If you click Browse, the a selection screen displays.

Check the Plans to add, and click Select.

The child Plans display, and further configuration is available. These configurations only apply at this Plan relationship level.

Note: The above fields are editable even if the Plan is locked. However, changes made do not retroactively apply to previously purchased Plans.

Mandatory: If a child Plan is marked as mandatory, then the customer must purchase this Plan with the purchase of the parent Plan. The Default checkbox automatically checks and the Minimum Units populates with "1" automatically when Mandatory is checked.
Default: If Default is checked, then the child Plan is automatically selected for purchase when purchasing the parent Plan, but can be de-selected if you do not want the child Plan included.
Minimum Units: Specify the minimum number of units of this Plan that a customer must purchase when purchasing this Plan.
Maximum Units: Specify the maximum number of units of this Plan that a customer may purchase when purchasing this Plan.
Account Limits: Select this option to apply the minimum and maximum limits to the total units across all units and instances of the parent Plan on the account.

Assign Plan Exclusions as described above. Plan Exclusions prevent customers from subscribing to more than one Supplemental Plan in the same Plan group at the same time. Refer to Plan Exclusions for more information.
Click Next: Billing & Invoicing.