Edit or Delete a Plan in Ordway

You can edit an existing Plan, clone it to create a similar Plan, or delete it when it is no longer needed. You can also review a Plan's Audit Logs to view recorded activity associated with the Plan.

Editing a Plan updates the template used for future Subscriptions. It does not automatically update existing Subscriptions.

Contents

• Important Notes
• Prerequisites
• Access Plan Actions
• Edit an Existing Plan
• Clone an Existing Plan
• Delete an Existing Plan
• View Plan Audit Logs

Important Notes

• Changes to existing Subscriptions: Editing a Plan does not automatically update existing Subscriptions to which the Plan has already been applied. Changes take effect when the edited Plan is applied to a future Subscription.
• Plan ID: The Plan ID identifies the Plan and cannot be changed.
• Deleting a Plan: A Plan cannot be deleted while it is associated with Subscription Contracts.
• Deactivating a Plan: If a Plan is already in use in Subscription Contracts, you can set its status to Inactive instead of deleting it.
• Cloning a Plan: Review the cloned Plan's details and charges before saving it.

Prerequisites

Before editing or deleting a Plan, verify the following:

1. The Plan already exists in Ordway.
2. You have identified the Plan you want to edit, clone, delete, or review.
3. If you intend to delete the Plan, confirm that it is not associated with any Subscription Contracts.

Access Plan Actions

1. Navigate to Menu > Products & Plans > Plans & Charges. The Plans & Charges page is displayed.
   
2. Locate the Plan you want to manage.
3. Open the Plan's Actions menu.
   
4. Select View, Edit, Clone, Delete, or Audit Log, depending on the task.

Edit an Existing Plan

1. From the Plan's Actions menu, select Edit.
2. Update the editable fields as required. These may include:
   • Plan Name
   • Description
   • Status
   • Charges
3. Click SAVE. 

Clone an Existing Plan

Use Clone to create a copy of an existing Plan when you want to reuse its configuration as the basis for another Plan.

1. On the left navigation menu, click Products & Plans > Plans & Charges. The Plans & Charges page is displayed.
   Locate the Plan you want to duplicate.
2. Open the Plan's Actions menu and select Clone. The Clone Plan - <product name> page is displayed.
   
3. The Plan ID is auto-generated for the new Plan.
4. Review the Plan Name, Description, Status, custom fields, and charges.
5. Update the details as needed to distinguish the new Plan from the original.
6. Click SAVE. The "Plan successfully cloned" confirmation message appears.

Delete an Existing Plan

Before deleting a Plan, confirm that it is not associated with any Subscription Contracts.

1. On the left navigation menu, click Products & Plans > Plans & Charges. The Plans & Charges page is displayed.

2. From the Plan's Actions menu, select Delete.
   

3. The Delete Product? confirmation dialog box displayed.
   
4. Click DELETE. The "Plan successfully deleted" confirmation message appears.

If the Plan is associated with a Subscription Contract, it cannot be deleted. Instead, edit the Plan and set its Status to Inactive, then click Save.

View Plan Audit Logs

Use Audit Logs to review recorded activity associated with a Plan.

1. On the left navigation menu, click Products & Plans > Plans & Charges. The Plans & Charges page is displayed.
   
2. Locate the Plan you want to review.
3. Open the Plan's Actions menu and select Audit Log. The Audit logs page is displayed.
   
4. Review the available audit records.  The Audit Logs page can display details such as the event date, user, event type, and source.

In the supplied example, the audit record shows a Clone event, providing a record of when the Plan was cloned.