This page allows the user to create a Custom Plan for merchants.
Back
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Button
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1. Allows the user to navigate back to the Plans Grid screen without saving any changes or adding a Plan. Refer to the specification for that page here.
2. If user clicks on Save without entering a Plan name, display inline error message.
3. Plan name must be unique. Check Plan name against other plans in the database. If Plan name matches the name of another plan, display inline error message.
Y
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Y
255
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2. Please enter the name of Plan.
3. A Plan with this name already exists. Please enter a new Plan name.
1. Displays the country that this Plan applies to.
2. The country selected determines which merchants the Plan is available for. If a merchant is not in the country selected, this Plan cannot be linked to the merchant.
1. Allows the user to search for and select a Parent Merchant Account for this Plan. Only Active Parent Merchant Accounts that exist within the country selected are to be available to be selected.
2. Control should allow the user to type the name of a Merchant Account in order to filter the list to match what has been typed.
3. Once a Merchant has been selected, populate the Address 1, Suburb/Town, State, and Country fields. These fields will simply assist the user in confirming that the correct Merchant account has been selected.
4. If selected Merchant is already assigned to a Standard Plan, remove the link from the Standard Plan and link to the Custom Plan.
5. If selected Merchant is already assigned to a Custom Plan, display an inline error message. Merchant must be removed from their current Custom Plan before being assigned to a new Custom Plan.
N
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Y
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Blank
5. Merchants can only be assigned to one Custom Plan at a time.
1. Check the rules mentioned in each input element, starting with Transaction Charges and then with Group Accounts. Show inline error message for the first invalid / unpopulated input the check comes across, stop the check, allow the user to make changes and do not save this new Plan.
2. If all validation checks are successful, save the new Plan and assign the new Plan to any Merchant Accounts linked to the Group.
3. Navigate the user back to the Plans Grid screen. Refer to the specification for that page here.
