Associate the Participant's Plan
- Jan Tenenberg
Maica optionally allows for the ability to validate all added Support Items against the available Plan Budget as managed by the NDIS. This means that any Support Item being added to the Opportunity (of record type Service Agreement) will check if the available Plan Budget exists to ultimately receive payment for services rendered.
In addition to validating against Plan Budgets, Maica also natively validates against any other Service Agreement that exists for the selected time period.
To associate aPlan with a Salesforce Opportunity, follow the steps outlined below:
Open (or create) a new
Opportunityof typeService Agreement(as shown below)
Once created or selected, click on the
Associate Planeither on theService Agreement Assistanceor in the menu (top-right).
This will set the Plan for the given Opportunity and all associated Opportunity Products will be validated in accordance to the selected Plan.