Agreement - Copy Plan

When the User clicks on Copy Plan option, the Plan data should be displayed under the search criteria and be populated from the copied plan. Here the Plan Name and Status are editable.

Clicking the Save button will copy the plan to the existing Group Customer and will trigger the following actions:

• If the agreement is already linked to the plan selected an error message will be displayed as 'Plan already exists.'
• Create a Plan Agreement record
• Create Plan records (copied from the plan selected)
• Create Plan Segment records (copied from the plan selected).
• The Plan Agreement effective date will be set the default effective date of the plan when it was copied.
• Security (AsAuth tables) will be created for the new plan based on the security of the plan being copied.