Plans

Plans are nested within the Agreement screen. An agreement must first be selected, then plans can be viewed. The user can add New plans in the Contracts | Plans tab of the Agreement screen. All existing plans that are associated with the Agreement can be viewed from the Plans.

Important   If the Plans tab is not available, then the user does not have the proper security privileges for those actions.

How it Works

A new plan may be attached or added to an eligible Master Agreement that is within the list of Group Customer agreements. Agreement types eligible for plans are determined by activities and validation within the configuration.

The Plansoption provided under the Agreement screen tabs allows the user to add a new plan. Once the new plan is created and saved it can be accessed from the Plans tab at the bottom of the Agreement screen when an agreement is highlighted.

Steps to Create a New Plan

  1. Open a Customer record.

  2. Click the Agreements link on the Entity Navigation menu. Agreement screen reveals with the agreement options tabs.
  3. Click Contracts | Plans tab of the Agreement screen.
  4. Click Add Plan, Plan window appears.
  5. Enter the applicable information for the new plan and the segment details.
  6. Click Save. A new plan is added and displayed in the tabular view under the Plans tab.

Steps to View Existing Plans

  1. Open a Customer record.

  2. Click the Agreements link on the Entity Navigation menu. Agreement screen reveals with the agreement options tabs.
  3. Click Contracts | Plans tab of the Agreement screen. A list of plans displayed in the tabular view.
  4. Select option from the plan row hamburger menu in the table. The hamburger menu includes the below options :
    • Edit: allows to edit the Plan.

    • Copy: allow to copy the Plan to attach to another entity.
    • GoToPlan: navigates the user to the Plan screen where the user can add, delete, and process the Plan activities.
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