Note: For PLM terminology, refer to the Glossary.
Sharing with Operating Units or Direct Resellers
As a Contract owner, you can configure plans to share them with resellers before publishing these plans to prepare products for distribution in advance. You can share a plan in PLM through an Excel file or through the plan settings screen in UX1 for:
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Your operating units (For configuration through an Excel file, use ServicePlans > OpUnit_<CountryCode> columns),
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Your direct resellers (For configuration through an Excel file, use ServicePlans > ResellerGroupName_N columns).
When choosing resellers, you can choose a reseller group (see Limitations).
Sharing with Indirect Resellers
As a Contract owner, you can configure plans to share them with resellers before publishing these plans to prepare products for distribution in advance. You can share a plan for Resellers that are configured under operating units through an Excel file using OpUnitServicePlans > ResellerGroupName_N columns.
When choosing resellers, you can choose a reseller group (see Limitations).
If you share a plan with resellers configured under an operating unit, you must share the plan with this operating unit as well. Such a configuration is checked for consistency.
You can share an existing plan (not only a newly created plan) with operating units or their resellers.