Agreement - Link Plan

Link Plan – When the User clicks on Link Plan option, Plan data should be displayed under the search criteria and be populated from the linked plan. The plan details are non-editable.

Clicking the Save button will link 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 Link already exists.'
• The Plan Agreement effective date will be set the effective date of the plan selected.
• Update the Plan Agreement grid with the new plan agreement information and collapse the plan display.