Update Multiple Products and Covered Levels

The Update Product action lets you mass update multiple attributes of selected product lines and covered levels within a subscription. You can use this functionality only when your subscription has at least one product line in the draft status.

Note:

• The application doesn't automatically cascades all subscription attributes values to the associated subscription products.

• Your subscription application must be configured to use this functionality. Contact your application administrator if this feature isn't available. Your application administrator can enable this feature using Application Composer.

The Mass Update page comprises of these sections:

• Update Fields: Select the fields to be updated and provided the updated values.

• Products and Covered Levels > Search: Search for the products to be updated. Products can be subscription products or coverage products.

• Products and Covered Levels > Search Results: Select the products to be updated.

To mass update products or covered levels:

1. Open a subscription in the draft status and go to the Summary page.

2. Select Actions > Update Products.

3. In the Update Fields section, select the fields that you want to update, and for every selected field assign a value.

   Depending on the field you select, you can either select the prepopulated value or enter your own value.

   Note: If you select the Bill-to Account field to be updated , you must also update Bill-to Site. If you select the Ship-to Party field to be updated, you must also update Ship-to Site.

4. To add more rows click Add. Click the Remove icon to delete a row.

5. Optionally, use the Search region, to search for products or covered levels.

6. By default, the Search Results region shows all the available products and covered levels. If you use a search criteria, the list shows results based on the search criteria.

7. Click a row to select the product you want to update. To select multiple rows, press and hold the Ctrl key and select the required rows.

   If you want to select a product and all its covered levels, click the Group Select option.

8. Click Submit.

9. Click Done on the Update Results page. Here you see a summary of updates made by the application.

The application updates all the selected rows with the values provided by you. If you change any of the billing attributes, the application regenerates the billing schedule. These billing attributes include: Billing Frequency, Billing Account, Classification Code, and Offset.