Breadcrumbs

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:

    1. Period/Resource name — the period duration or the resource name.

    2. Setup fee.

    3. Recurring fee.

    4. Renewal fee.

    5. Transfer fee.

    6. 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.

  1. Save the changes in the file.