Complete the following steps to add FMV Products to Plans.
Note: FMV is not available for Evergreen or Usage Based contracts.
Steps:
- Navigate to Menu > Products & Plans > Plans & Charges.
- Create a new Plan or edit an existing one.
- Populate the Basic Information for the Plan.
- Click ADD CHARGE in the Charges section.
5. Populate the Basic Information.
6. Click the Accounting Information tab to set revenue allocation.
7. Toggle Include in Revenue Allocation to include a charge from the revenue allocation and edit the Fair Market Value price.
8. Enter the Fair Market Value price. The price displayed was retrieved from the new Product created in the section above.
Note: This field is only available to edit when Override for Plans has been enabled within Menu > Setup > Finance.
9. Save when finished.
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