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Retiring Existing Products from Product Groups for Multi-Site Quote Revisions

You can retire products from a product group for a multi-site quote revision when you want to cancel the services that are associated with the products. You might replace a retired product with a new product. You can add a product that already exists in the Products list because duplicate records are allowed in this list.

You can retire existing products from product groups in multi-site quote revisions for the following situations:

• You want to cancel the services for a product before those services start. The services for the product have not yet started because the inclusion date for the product is later than the requested date of the multi-site quote revision. In this situation, you select an effective date for the retirement that is the same as the requested date for the multi-site revision and earlier than the inclusion date for the product.
• You want to cancel the services for a product after those services start. In this situation, you select an effective date for the retirement that is the same as or later than the requested date for the multi-site quote revision and later than the inclusion date for the product.

When you submit the multi-site quote revision with a retired product, order line items to cancel the service that is associated with the product are submitted to the order-provisioning system. These order line items have a due date that is the same as the effective date for the product retirement, and these order line items have a value of Delete in the Action field. If the retired product has configuration changes that are effective after the retirement date, then order line items to cancel these configuration changes are also submitted to the order-provisioning system.

If you retire a product with an effective date that is earlier than the effective date of configuration changes for the product, then a message alerts you of this situation when you enter a value in the Effective Date field for your product retirement.

This task is a step in Process of Creating Multi-Site Quote Revisions (End User).

To retire an existing product from a product group for a multi-site quote revision

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.

   Check the revision number and version number of the quote to make sure that you open the correct quote.

3. Click the Product Groups view tab, and select a record in the Product Groups list.
4. Click Products in the link bar to navigate to the Products view, and select the product record for the product that you want to retire.

   A product record for an existing service does not have a value of Add in the Action field.

5. Click Delete in the Products list.

   The value in the Action field for the product record changes to Delete.

6. Select the effective date for the retirement in the Effective Date field.

   Later, in a multi-site quote revision of this multi-site revision, you can change this retirement date to an earlier date and time. For more information, see Changing the Retirement Dates of Products for Multi-Site Quote Revisions.