Agreement - Copy or Link Plans
This feature provides the ability to Link an agreement to a Plan that exists under another Group Customer or Copy a plan from another Group Customer this is needed to support Worksite plans.
The Add Plan button is changed to accommodate two new options:
- ‘New’ option allows creating a new Plan. On selecting this option the existing functionality will be performed.
- 'Copy' option allows to copy a plan from Group Customer and the 'Link' option will link the plan to Group Customer.
Note: The Add Plan button is currently controlled by security settings, if security is not set the dropdown list should not display.
If security is not set for the Plan Agreement Search screen then the Copy/Link option should be disabled in the dropdow
' Copy/Link' option
On selecting Copy/Link option a blank line should be added to the grid and the Plan Agreement Search screen should be displayed inline under the grid. A drop down of existing group customer should be displayed. The Group Customer is a combination of Customer Number and Customer name separated by a hyphen.
- The customers list displayed should be based on the parent group customers for the relationship type selected in the HierarchyRelationship field on the group customer. If no relationships are found, then an Error message 'No group customer relationships exist' should be displayed.
- When the user selects the Group Customer, a drop down of Products associated with that group customer and that have been selected in the product page should be populated.
Click the Search button to display a List of Plans that match the criteria.
The hamburger at the start of each row will have two options.
