Creating a charge plan

Use one of the following procedures to create a charge plan.

To create a charge plan

1. From the menu bar in the main window, select File > New > Charge Plan. The Choose owner dialog box opens.

2. In the Owner of Object drop-down menu, select the owner of the charge plan.

3. Click OK. The New Charge Plan window opens.

4. Set up the charge plan.

5. Verify the structure of the charge plan by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

6. Check the preview of the charge plan.

7. Save the charge plan.

You can create a charge plan by opening an existing charge plan and copying it.

To create a charge plan from an existing charge plan

1. From the menu bar in the main window, select File > Open > Charge Plan. The Choose a Charge Plan dialog box opens.

2. In the Owner drop-down menu, select the owner of the charge plan.

3. In the Charge Plans folder of the pricing catalog of the owner, select the charge plan.

4. Select the Open a Copy check box, and then click Open. The window of the corresponding charge plan opens.

5. Rename the charge plan in the Name field, and then set up the charge plan as necessary.

6. Verify the charge plan structure by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

7. Check the preview of the charge plan.

8. Save the charge plan.