Navigation:  Dealer Setup > Dealer Setup Screens > Plans Screen > Search For A Plan

To search for a plan using the Dealer Setup > Plans screen:

 

1.Enter search parameters using the fields in the Search field group. You can search for data that matches a plan description, plan short name, plan term, or plan number using the Search Type drop-down field.

 

2.To search for plans that are inactive, mark the Include Inactive Plans field.

 

3.Once all search parameters have been indicated, click <Search> to populate the Search Results list view with all plans that meet the search parameters.

 

The empty the search fields and enter new parameters, click <Clear>.

 

After selecting a plan in the Search Results list view, you can:

 

•View or modify the plan

•Add the plan to a manufacturer, product, or dealer

•Use the plan as a copy to create a new plan

•Activate or inactivate the plan

 

For more information about the tabs and fields on the Plans screen, see Plans Screen Details.