Transferring Plan Issue

elizabeth

09 Mar, 2012 05:15 PM

I created a new plan in our GC account and set it up as a free plan. I marked 0 for Quantity Included and 0 as the Overage. It's my understanding from the CG documentation, that this is what represents a free plan (in addition to the 0 cost and 0 cost recurring).

This plan is at: http://www.green2sustainable.com/sign-up/INVOICE

However, when I tried to change a customers account from their current plan to this new plan, it said "Cannot change to this plan due to item quantity conflict. (facility)" A screen shot of this is attached.

The current plan for this customer is named the Ten Plan and is set up as $10 per facility charge. The monthly amount is set to 0 and for tracked items, the quantity included is set to 0, but the overage is set to $10.

Any idea why it won't let me transfer from this plan to the new plan (Invoice)?

Thanks for any help!

  1. #1 Posted by Marc Guyer Support staff on 09 Mar, 2012 10:20 PM

    Hi Elizabeth -- If the customer has a quantity of an item, then the plan you're trying to change them to must either accomodate that item quantity or you must change the customer's quantity of the item before the plan change. Since the INVOICE plan has included=0 and overage=0, then that plan does not allow that item.

  2. #2 Posted by elizabeth on 12 Mar, 2012 09:03 PM

    Thank you for clarifying!

    This helped us make the appropriate change and successfully change the
    plan.

    Thanks again,
    Elizabeth

  3. Marc Guyer closed this discussion on 12 Mar, 2012 11:11 PM.

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