---
schema_version: "1"
id: 62507aa319cecf84592e83f6c569c3db9300b2e04d7d599cd6ecdab86b0eca6f
title: Configure and Activate the Procedure Plan for Qualification
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/advanced_orders_configure_activate_procedure_plan_qualification.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_configure_activate_procedure_plan_qualification.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db621529266c32a60a27719bd77233d87bee7c5e4a8ddfef14dcedb17bf270f0
description: Associate the qualification procedure with its procedure plan and activate the plan so that it runs at order capture.
release: "264"
---
# Configure and Activate the Procedure Plan for Qualification

Associate the qualification procedure with its procedure plan and activate the plan so that it runs at order capture.

### Required Editions

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              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_editions_permissions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions</a></p>
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1. From Setup, in the Quick Find box, enter Procedure Plan, and then select **Procedure Plan Definition Template**.
2. Select **Default\_CG\_Qualification\_Procedure\_Plan\_Definition\_Template**.
3. Verify the context mapping.
    
    - ContextDefinition: `MACZProductDiscoveryContext__stdctx`
    - DefaultReadContextMapping: ProductDiscoveryMapping
    - DefaultSaveContextMapping: ProductDiscoveryMapping
4. In the procedure plan sections, set these values.
    
    - Phase: Qualification
    - Resolution Type: Default
    - ReadContextMapping and SaveContextMapping: ProductDiscoveryMapping
    - Procedure: Select the procedure you created.
5. Click **Save As**, and then activate the Procedure Plan Definition version.

When a telesales rep launches the order entry interface, order capture populates the specific context to run runtime product qualification and search indexing. When the rep selects **Calculate** or enables **Instant Pricing**, the system passes the transaction payload through the AdvSalesTxn context definition directly into the Penny Perfect Pricing procedure to calculate net unit prices, volume tiers, and taxes in real time.