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Creating a Plan

To create a plan using the enhanced Plan Detail page:

1. Click Create New Plan on the Plans tab
2. Enter a name for the plan.
3. [Optional] Enter a description for the plan.
4. Select a Term.
   Note:

   Note

   

   The Term and Number of Terms determine the frequency at which the plan is to be billed. The Term is a lookup to the soft dates available in your Salesforce OrgSalesforce organization. The Terms listed depend on the soft dates in your Salesforce Org. See Soft Dates.
5. Enter a number of terms, or if the plan does not have an end date, select Continuous.
6. Enter the dates from which the plan is available to be added to a contract.
7. Select the ISOInternational Standards Organization currency code for the plan.
8. [Optional] Select the company to which the plan relates.
9. Add lines for each product or service to be included in the plan:
   1. [Optional] If the Price Book drop-down list is shown, select the price book that you want to obtain the default Unit Price from.
   2. Select the product you want to add from the Add Product drop-down list.
      Tips:

      Tips

      

      If a Price Book is selected, the drop-down list shows the default price for each product in that price book for the selected currency. The selected Price Book provides a default Unit Price. Unit Prices for existing plan line items are not updated if you select a different Price Book after adding them.

      If a product shows –, this indicates that the price book does not contain a price for the product in the selected currency.

      Long product names are truncated. To view the full product name, hover over that product in the list.
   3. [Optional] Edit the price of one item in the Unit Price column.
   4. Enter the quantity of the product or service to be included in the plan.
   5. [Optional] Enter the unit in which consumption of the product is to be measured.
   6. Enter a Billing Type. If the line is to be billed on a recurring basis, select the billing type Recurring Fixed. If the line is to be billed once, select One-off. If the line is to be billed based on customer usage, select Recurring Variable.
   7. Repeat these steps until you have added all products and services to be included in the plan.
10. If you want to make the plan available to customers immediately, set the Status to Active.
    Tip:

    Tip

    

    You can create the plan with a status of Draft and activate it at a later date by changing its status to Active. See Activating a Plan.
    Note:

    Note

    

    Once the status is Active, you cannot change it to Draft.
11. Click Create.

Salesforce

To create a plan using the Salesforce Plan Detail page:

1. Click New Plan or New Plan on the Plans tab.
2. Enter a name for the plan.
3. Enter a Term:
   1. In the Term field enter the unit of time for one term. If the plan does not have an end date, select Continuous.
      Note:

      Note

      

      The Term and Number of Terms determine the frequency at which the plan is to be billed. The Term is a lookup to the soft dates available in your Salesforce OrgSalesforce organization. The Terms listed depend on the soft dates in your Salesforce Org. See Soft Dates.
   2. If required, edit the Number of Terms.
4. Enter the date from which the plan is available and the date on which the plan expires.
5. [Optional] Enter a description for the plan.
6. [Optional] Complete the remaining fields. See Plan Fields.
7. Click Save.

To add plan line items:

1. Click New Plan Line Item in the Plan Line Items related list of the on the Plan Detail page.
2. Enter the Product or Service for the plan line item.
3. Enter the price for one item in the Unit Price field.
   Note:

   Note

   

   The Sales Price for the plan line item is calculated using the formula: Quantity x Unit Price.
4. Enter the Quantity.
5. [Optional] Enter a Unit of Measure for the plan line item.
6. Enter a Billing Type. If the line is to be billed on a recurring basis, select the billing type Recurring Fixed. If the line is to be billed once, select One-off. If the line is to be billed based on customer usage, select Recurring Variable.
7. Click Save.
8. Repeat these steps for each plan line item to be added to the plan.

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