Plans

Clicking the Plans tab displays the Plans home page.

In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
From the list, you can click any object name to go directly to its detail.
Click New to create a new plan.
To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

Note: Note Notepad

When you view or edit a plan, the Salesforce or enhanced Plan Detail page is displayed. Some features of Billing Central are not yet available in the enhanced detail pages. To access these features, you must use the Salesforce version of the page. See Switching between Enhanced and Salesforce Detail Pages and Setting up Default Detail Pages.

What is a Plan?

In FinancialForce Billing Central, a plan contains the products and price plans from which you can create contracts. You can combine products and services with specific prices.

As a sales manager, you can create and edit plans.

As a sales consultant, you can create a contract from a plan.

Plans can be added to contracts and opportunities.