Plan Creation Flow with Prerequisites

Prerequisites for Plan Creation

Before creating a plan in the system, several components must be set up:

Categories Setup

• Define plan categories (e.g., Commercial, Residential).
• Required for plan classification.

Subcategories Setup

• Create subcategories within each category.
• Provides more detailed plan classification.

Service Charge Types

• Configure additional charges that can be applied.
• Define charge names, basis types, and operations.

Rate Configuration

• Define different rate types and structures.
• Set up rate names that will be available for selection.
• Specify the Effective Date and Expiry Date.
• Choose from the following Rate Types:
  • Fixed: A set amount per billing cycle.
  • Variable: Rate changes based on factors like market price.
  • Per Unit Rate: Charge based on unit consumption.
• View or edit rates using the View Rate option.
• Additional actions:
  • Add Consent: Capture user consent where required.
  • Add Document Type: Define document categories for record management.
  • Add Document Sub Type: Further classify documents within each type.
• Options available for each step:
  • Cancel to exit without saving.
  • Submit to save changes.