Editing parameters of plans

To edit parameters in an exported MS Excel file with the list of plans (see Exporting plans):

  1. Open the exported MS Excel file.

  2. Change the values in the following columns for periods and resources:
    Period/Resource name — the period duration or the resource name.Setup fee.Recurring fee.Renewal fee.Transfer fee.Overuse fee.Depending on the order type, the following fees are summed up:For a sales order: Setup fee, Recurring fee.For a renewal order: Recurring fee, Renewal fee.

  3. Save the changes in the file.