Filter Plans

Use the filter action to refine the displayed plans based on criteria, such as plan type, price range, renewal period, activation type, prorated or external parameter values.

NOTE: The Filter tool is generic for all types of Regular and Pool Plans (both Buy and Sell Plans).

A screen capture of the Filter sidebar is shown here.

NOTE: All filter options in the Plans module are optional. However, users must select at least one filter from the various categories provided to initiate a search.

To filter the plan table, do these steps:

1. Select Catalog |Plans from the Navigation sidebar.
2. Select the Regular Plans or Pool Plans tab to display the plans table.
3. Click the Filter icon to display the filter sidebar.
4. Click Name and select the relevant plan details.
5. Click Plan Type and select the relevant plan types.
6. Click Renewal Period and select the relevant renewal options.
7. Click Activation Type and select the relevant activation options.
8. Click Prorated and select one of these options:
   • Yes
   • No
9. Click External Parameters and select a parameter name from the list.
10. Click Apply to update the Plans table with the filtered data.