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 billing term. This is a soft date that determines the frequency at which the plan is to be billed. See Soft Dates.
  5. Enter a number of billing terms, or if the plan does not have an end date, select Continuous. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan.
  6. Enter the dates from which the plan is available to be added to a contract.
  7. Select the 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.

      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. [Optional] Enter a charge term if you want to charge the line at different intervals from the plan's billing term.
    7. 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".
    8. 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:

    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:

    When 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 on the Plans tab.
  2. Enter a name for the plan.
  3. Select a billing term. This is a soft date that determines the frequency at which the plan is to be billed. See Soft Dates.
  4. Enter a number of billing terms, or if the plan does not have an end date, select Continuous. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan.
  5. Enter the date from which the plan is available and the date on which the plan expires.
  6. [Optional] Enter a description for the plan.
  7. [Optional] Complete the remaining fields. See Plan Fields.
  8. Click Save.

To add plan line items:

  1. Click New Plan Line Item in the Plan Line Items related list of 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. 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. [Optional] Enter a charge term if you want to charge the line at different intervals from the plan's billing term.
  7. 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".
  8. Click Save.
  9. Repeat these steps for each plan line item to be added to the plan.

To add plan line items using the BC Plan Line Items Lightning component:

  1. Click Add in the Plan Line Items related list of the Plan Detail page.
  2. Select the price book that you want to obtain the default unit price from.
  3. Enter the name of the product or service you want to search for, then press Enter. Results that match your search term are listed.
  4. Select the product you want to add to the plan.
  5. [Optional] Repeat the process above to add more products to the plan.
    Tip:

    You can toggle between listing all the search results, and listing only the products you have selected, by clicking Show Selected and Show All.

  6. When you have selected all the products you want to add to the plan, click Next.
  7. [Optional] Edit the unit price. The Sales Price for the plan line item is calculated using the formula: Quantity x Unit Price.
  8. Enter the required quantity.
  9. Click Save.

Edit each plan line item and complete the following information:

  1. 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".
  2. Click Save.
  3. Repeat these steps for each plan line item to be added to the plan.
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