Navigation:  Dealer System > Plans Screen > Activate Or Inactivate Plan

Using the Plans screen you can activate or inactivate various plans.

 

Activate a Plan

To activate a plan, complete the following steps:

1.Check the Include Inactive field to include plans that are inactive in the search results.

2.Enter search criteria in the Search field to search for a plan.

 

 

1.Once the search criteria has been entered, click <Search by Description> or <Search by Number> to populate the Plans list view with all the plans that meet the search criteria.

2.Select the inactive plan that you want to activate. Note: You can click on the Active column to group all of the inactive plans together. The inactive plans do not have a check in the Active column.

 

 

3.Check the Active field to activate the plan, which will place a check in the Active column in the Plans list view.

 

 

4.Click <Save> to save your changes and activate the plan.

 

 

 

Inactivate a Plan

To make a plan inactive, complete the following steps:

1.Enter search criteria in the Search field to search for a plan.

 

 

2.Once the search criteria has been entered, click <Search by Description> or <Search by Number> to populate the Plans list view with all the plans that meet the search criteria.

3.Select the plan that you want to make inactive. Note: You can click on the Active column to group all of the active plans together. The active plans have a check in the Active column.

 

 

4.Remove the check from the Active field to make the plan inactive, which will remove the check from the Active column in the Plans list view.

 

 

5.Click <Save> to save your changes and inactivate the plan.

 

 

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See Also:

Plans Screen

Plans Screen Details

Search for a Plan

Dealer System