Editing a Custom Plan

Custom plans can be created directly or by using a plan template. The billing application allows you to edit any of these custom plans directly. You have the option to edit the custom plan at the proposal or order levels, however, editing is restricted if the proposal is accepted or an order line item under an order is activated.

On a custom plan, editing is allowed at the plan header and line item level, however, there is a restriction on the number of fields that can be edited at these levels.

To Edit a Custom Plan

1. Call the following Billing Management API,
   1. For order line items:  https://<URL_of_the_Instance>/api/billing/v1/order-line-items/custom-plans.
   2. For line items: https://<URL_of_the_Instance>/api/billing/v1/line-items/custom-plans.
2. Enter the values for the fields to be edited from the following list in API input parameters in the payload:
   

   Fields on the custom plan header	Fields on the line items under the plan
   Description Period needed Number of Installments Status	Period Start Date Period End Date Ready for Invoice Date Percent Payment Term Milestone Expected Date Comments

   The API returns the following response:
   

   For order line items	For line items
   [ { "IsSuccess": true, "ErrorMessage": "string", "CustomPlanId": "string", "OrderLineItemId": [ "string" ] } ] CODE	{ "IsSuccess": true, "ErrorMessage": "string", "CustomPlanId": "string", "LineItemId": [ "string" ] } ] CODE

Suppose you created a custom plan CP-1, with the following details:

The plan line items have the following details:

You want to add one more installment with 20% of the amount and the percentage of the existing two line items to 40%. You also want to change the payment term for the first line to Term 3. On successful execution of the above API, the header and line items are as follows:

The plan header:

The plan line items: