Editing general information about the Plan

To edit general information about the Plan:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to Plans (see Navigation). The list of Plans is displayed (see Viewing the List of Plans).

3. Click the ID or Name of the Plan. The Plan details page is displayed (see Viewing and Updating a Plan).

   Product

   The Product attribute can be displayed in two ways:

   • As a list. This happens when the Plan is not delegated, and there are no Subscriptions to the Plan except the ones with the Deleted status. In that case, the Plan Product can be changed.
   • As a link to the Product page. This happens when the Plan is delegated, or there is at least one Subscription to the Plan, which has any other status than Deleted. In that case, the Plan Product cannot be changed.
4. Change the options that are available for editing (for the detailed description of every attribute, see Plan Information) with the following restrictions:

   • Name: For Plans published in Vendor Portal, on the Distributor level and all downstream Resellers levels, the Plan name is not available for manual updating by the Distributor and current Reseller. The Plan name is updated automatically when the Vendor publishes the Plan changes in Vendor Portal (see Synchronization of Products and Plans between Vendor Portal and ActivePlatform).

   • Billing type cannot be changed in the following cases:

     • There is at least one Subscription to the Plan with any status but Deleted.
     • The Plan was delegated to a downstream Reseller.
     • The Plan has the Delegated = Yes attribute.
     • The Plan was created in Vendor Portal.

     To change the billing type to Pay as you go (external), the automatic markup must be set for the Plan in the Price list section (see Viewing the Price List).

   • Service Term: If a Plan is delegated to the downstream Resellers, the new Service Term must be among the Service Terms delegated to the downstream Resellers earlier. The new Service Term will be also applied to the delegated Plans (see Delegating Plans to the Reseller and Delegated Plans synchronization).
   • Disable the Auto-renew option: Changes will be applied to new Subscriptions only.
   • Currency: If changed, the new price branch is created in the Price list (see Viewing the Price List). The new currency is applied both to the net cost and retail price. If a Product is updated via publishing in Vendor Portal, the currency is set as it is defined in Vendor Portal,
5. Click Save to apply the changes.