Adding a Plan to a Contract

When adding a plan to a contract, each plan and contract line item must include the information Billing Central needs to calculate the contract line item's Total Contract Line Value. This includes Billing Type, Quantity, and Unit Price.

To add a plan to a contract, open the contract in the Billing Contract Detail page then do one of the following:

• In Lightning Experience, click Add a Plan on the Billing Contract Detail page. Enter the plan name or select it using the lookup. If necessary, amend the Start Date and First Bill Date for the contract line items that will be created. Then click Add to Contract.
• In Classic, click Add Plan on the Billing Contract Detail page. Enter the plan name or select it using the lookup. If necessary, amend the Start Date and First Bill Date for the contract line items that will be created. Then click Add to Contract.
• On the enhanced Billing Contract Detail page, select the plan from the Add Plan drop-down. If necessary, amend the Start Date and First Bill Date for the contract line items that are created, then save the contract.

Note:

Adding a plan to a contract does not change the end date of that contract. The amount to be billed for the plan is calculated based on the date from which the plan is to be billed and the remaining terms of the contract that have not yet been billed.