How to add an operative form to the plan item?
Step 1 : Click on Plan Items & Pricing >> Primary Setup >> Plan Item Category.
Step 2 : Search for the Category under Plan Type. Then click on edit under actions as shown below.
Step 3 : Under trigger action enable operative for an operative form and then save it.
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Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on add new plan item Step 3 : Fill in all the details and click on save. Enter the plan item strategy as per your choice >> Categoru - is the category under which you ...