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

You can change the inclusion 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. You can change the inclusion date of a product only when 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.

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

To change the inclusion date of a product for a multi-site quote revision.

1. Retire the product from the product group, and select an effective date for the retirement that is the same as the requested date for the multi-site 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.

2. 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.

3. Add the same product to the same product group, and select the new inclusion date 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.

4. If the original product was configured or retired, configure or retire the product again.

   For more information about the steps to configure a product, see Changing Configurations of Existing Products for Multi-Site Revisions.

   Although the new inclusion date applies to the multi-site quote revision, this date does not appear in the Inclusion Date field for the product record until you create another revision of the multi-site quote revision.