Note
There is no associated charge when adding plans to an account in this manner. If you need to collect revenue for the plan, it is recommended to create an order.
To add a new plan click +NEW PROTECTION PLAN in the upper right side. This displays the New Protection Plan dialog.
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From here specify:
Protection Plan Profile – Select a protection plan profile from the drop down menu. This field is required.
Serial Number – Enter the device serial number. This field is required.
Enroll Now – You can choose to enroll the device in the plan on a specified activation date by checking this box, or defer enrollment until later. An enrollment action is available via the Plan Detail view if you choose not to enroll now.
Activation Date – This field is enabled when you check the Enroll Now check box. Select a date on which to enroll in the plan. If Enroll Now is not checked this field is disabled.
Contact Information – You may fill in the individual fields to specify a contact other than the customer or click COPY CUSTOMER ADDRESS to auto-fill using the customer information.
Plans that Require Verification
Protection plan profiles configured in the Product Catalog web application can be set up to require verification. If the selected plan is based on a profile that requires verification, you won’t be permitted to save and submit an enroll request on the account until you verify the plan by clicking the VERIFY button in the upper right corner.
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If the verification is successful, you’ll see a green banner to indicate success.
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Additional Information
Depending upon the profile type on which the plan is based there may have additional information that needs to be provided beyond the standard information described above. For example, plans based on the Apple Care profile type have the following additional fields:
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Language Code
POC Language Code
POC Delivery Preference
Cancel Reason Code
The values in these drop-down menus are driven by Workflow Management configuration.