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Reconfiguring Customizable Products in Plan Design

End users can dynamically reconfigure customizable products by using the Customize Plan button in the Product Attributes list. The Customize Plan button is only available if Siebel Configurator was installed and the selected product was created as a customizable product in Siebel Configurator. For more information, see the chapters about customizable products in the Siebel Product Administration Guide.

To dynamically reconfigure customizable products in plan design

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on a group policy.
3. Click the Plan Design view tab.
4. Select the Product Attributes view link.
5. In the Product list, click Customize Plan.

   A configuration session launches and a selection page appears. The changes made in the configuration session are reflected in the line items in the Attributes list.