Note: This topic explains how to work in Plan details but the guidance given also applies for working in Plan Template details.
Reviewing Plan Details
You can use the Plan details page to review and manage a Plan’s setup. To review Plan details:- Select Pricing>Plans. The Plans page opens.
- In the Product drop-down, select the Product the Plan you want to review belongs to. The Plans list adjusts.
- Select the Name hotlink text of the the Plan you want to review and work with. The Plan details page opens:
- Read-off the Plan’s Name and Code.
- Check the Currency and Bill frequency configured for the Plan.
- Use hotlink texts to open the Plan template the Plan is based on or the Product the Plan belongs to.
- Read-off which user Created and which Last modified the Plan and when.
- Check the Plan’s ID and Copy it to your clipboard.
Note: The new version of the Plan details page opens. If you prefer to work in the old version of the page, select Use the old version.
- Scroll down the Plan details page to check the Standing charge configured for the Plan:
- In this example, the Standing charge billing settings for the Plan are clearly labeled as inherited FROM PLAN TEMPLATE and you can read-off:
- Amount.
- Billed in arrears
- Interval for billing is every two Bills.
- No Accounting product is defined.
- You can select Override to edit the Standing charge if you want to define a specific Standing charge for the Plan:
- The panel adjusts to clearly label the Standing charge as FROM PLAN and the Plan template value is crossed out.
- Under Pricing, you can Add usage-based pricing or Add counter-based pricing. For example, to add usage-based pricing:
- A Usage-based pricing panel appears - for Aggregation type select to use either a simple Aggregation or a Compound aggregation and then select Next.
- Select the Aggregation you want to use, and then select Add aggregation:
- You can then select to create new pricing:
- The Pricing editor opens where you can create a pricing for the Plan - see Pricing Plans and Plan Templates. When you’ve completed pricing the Plan, you are returned to the Plan details page and the Pricing is laid out for reviewing and managing:
- If you’ve priced a Plan using a segmented Aggregation - see Pricing Plans Using Segmented Aggregations - you can review each individual segment’s pricing - for example:
- In this example, where segments are defined by type and location fields, select the segment whose pricing you want to review:
- Under Adjustments, you can check the Product minimum spend configured for the Plan:
- You can Edit the Product minimum spend directly from this panel.
- If you want to edit the Plan’s details, select Edit at the top of the page, make your changes, and click Update plan.
Reviewing Plan Metadata
On the Plan details page, you can also review the Plan’s metadata: Custom fields. Any Custom fields created for the Plan entity are listed, and you can Copy the String or Number value of a Custom Field to your clipboard:- If the fields have been created only at Organizational-level, these values will be shown:
- If the fields have also been created for an individual Plan, then the values configured for those created at Organizational-level are struck out indicating clearly that the individual Plan’s values will be used:
- The External system and External table mapped to are shown - such as NetSuite - Item in the above example. The External entity ID mapped to is also shown.
- If a listed External mapping is linked to an Integration, under Linked integration a hotlink text will be shown which you can use to open the Integration.
- Under Actions, you can edit or delete the External mapping.
- If the Plan has multiple External mappings created for it, you can use Search external mappings to search by External table and External entity ID and filter the list.
- You can commence a workflow to Create external mapping for the Plan directly - see Creating and Managing External Mappings for Accounts for an example.