Create a Staging and Account Classification Process

Perform the following steps to create a Staging and Account Classification Process definition:

1. On the Staging and Account Classification Process Summary page, click the Add icon to open the Staging and Account Classification Process window.
   
   
   
   
2. Populate the Staging and Account Classification Process Form as tabulated:

   Option	Description
   Name	Enter a name for the Staging and Account Classification Process definition. This is a mandatory field.
   Description	Enter a description for the Staging and Account Classification Process definition.
   Select Folder	Select a folder from a drop-down list. This is a mandatory field.
   Select Modelling Set	Select a folder from a drop-down list. This is a mandatory field.
   Product Hierarchy	When a folder is selected from the Modelling Set field, this field is automatically populated.
   Calculation Elements	This section contains the different Calculation Elements. The available options are: Rating Mapping - This check box is uneditable. If the Stage Determination is selected, then by default the Rating Mapping will be selected. Stage Determination - If this Calculation Element is selected, then the Stage Determination Rules field is enabled in the below list . Stage Curing - If this Calculation Element is selected, then the Stage Curing Rules field is enabled and Stage Determination calculation element is also enabled based on Stage Curing selection. Account Classification Rule - If this checkbox is selected, then the Account Classification Rule field is enabled. It is mandatory to have at least one calculation element selection.
   Account Classification Rule	Select an account classification rule from the drop-down list. This field is only enabled if the Account Classification Rule check box is selected. This is a mandatory field if the Account Classification Rule check box is selected.
   Search	Use the search field to search for a product. Type a value in the Search field to find a desired product.
   Product	Select the icon adjacent to the All Products field to expand or collapse the list of products.
   Rating Mapping Rules	Select a Rating Mapping Rule from the drop-down list.
   Stage Determination Rules	Select a Stage Determination Rule from the drop-down list.
   Stage Curing Rules	This field is enabled if the Stage Curing Rules check box was selected.
   Go To List View/Go To Tree View	This link is adjacent to the Search field. You can use this icon to toggle the view of the Staging and Account Classification Process table.
   Conditional Assumption	Select the Set Conditional Assumption icon to open the Conditional Assumption window: Customer Type - Select a Customer Type from the drop-down list. Multiple customer types can be selected in this field. Select a Rating Mapping Rule from the drop-down list. Select a Stage Determination Rule from the drop-down list. This field is enabled if the Stage Determination Rule check box was selected. Select a Stage Curing rule from the drop-down list. This field is enabled if the Stage Curing Rules check box was selected. To define the Conditional Assumption Based on dimension, select the Customer Type. Select the values from the Industry, Rating Mapping, Stage Determination, and Rules Stage Curing Rules. The Stage Determination and Rules Stage Curing Rules columns are enabled only if the Stage Determination and Rules Stage Curing Rules checkboxes were selected. To define additional Conditional Assumption Based on dimensions for the customer type, select the Add Button icon. To delete a Conditional Assumption Based on dimension(s), select the desired Conditional Assumption Based on dimension(s), and then click the Delete Button icon. Click Apply. The status of this product changes to Defined.

3. Click Save.

The new Staging and Account Classification Process appears in the list of Staging and Account Classification Process on the Staging and Account Classification Process Summary page.