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Changing the Retirement Dates of Products for Multi-Site Quote Revisions


You can change the retirement dates of the products in a product group for a multi-site quote revision when the period changes for the services that are associated with those products.

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

Changing the Retirement Dates of Products to Earlier Values

To change the retirement date of a product to an earlier value, follow this procedure.

To change the retirement date of a product to an earlier value

  • Retire the product from the product group again, and select the earlier value for the retirement date in the Effective Date field of the product record.

    Also, the retirement date must be the same as or later than the requested date of the multi-site quote revision.

    For more information about the steps to retire a product from a product group, see Retiring Existing Products from Product Groups for Multi-Site Quote Revisions.

    Although the earlier value for retirement date applies to the multi-site quote revision, this value does not appear in the Retirement Date field for the product record until you create another revision of the multi-site quote revision.

Changing the Retirement Dates of Products to Later Values

To change the retirement date of a product to a later value, follow this procedure. You can change the retirement date of a product only when the retirement is not yet effective because the retirement date for the product is later than the requested date of the multi-site quote revision

To change the retirement date of a product to a later value

  1. Add the same product to the same product group, and select the value of the retirement date of the original product in the Effective Date field of the added product record.

    For more information about the steps to add a product to a product group, see Adding Products to Product Groups for Multi-Site Revisions.

  2. If necessary, configure the added product with the last configuration of the original product.
  3. Create a revision of the multi-site revision.

    For more information about the steps to create a revision of a multi-site revision, see Creating Records for Multi-Site Quote Revisions.

  4. Retire the added product from the product group, and select the later value for the retirement date in the Effective Date field of the added product record.

    For more information about the steps to retire a product from a product group, see Retiring Existing Products from Product Groups for Multi-Site Quote Revisions.

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