Adding a Product Service to a Product Version

Procedure

To add a product service to a product version:

  1. Search for a product in the Search Product zone.
  2. In the Search Results section, click the link in the Description column corresponding to the product whose details you want to view.
    The Product screen appears. It consists of the following tabs:
  3. Ensure that the Main tab is selected.
  4. Click the Add link in the Product Version zone.
    The Product Version screen appears.
  5. Click the Product Services link mentioned in the Sections navigation panel.
    The Products section appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Products Indicates the product code for the version.
    Note:

    Click the Search (The Search Icon) icon appearing corresponding to the Products field. On clicking the Search icon, you can search for a predefined products.

    Yes
    Product Service Displays the product service for the version.
    Note:

    Once a product is selected using the Ora Search, it appears in the Products field, and its corresponding product service is displayed in the Product Service column.

    No
    Mandatory Used to indicate that the service is a mandatory option for the version.
    Note: The mandatory checkbox is already checked for a service code when the same service code field is checked as a Mandatory option from the Product Version screen.
    Not applicable
    Inclusion Used to indicate the services that are enrolled for a version. Yes (Conditional)
    Note: The inclusion checkbox must be checked, if the mandatory checkbox field has been already checked.
    Note: The Products and the Add-on Product services section appear when the product searched is a Packaged product.
  6. Enter the required details in the Products section.
  7. If you want to add more than one product to the product version, click the Add (The Add Icon) icon and then repeat step 6. However, if you want to remove a product from the Products section, click the Delete (The Delete Icon) icon corresponding to the product field.
  8. Click Save.
    The product service is added to the product version.

Related Topics

For more information on... See...
How to add a product version Defining a Product Version
How to associate a price list with a product Associating a Price List with a Product Version
How to define eligibility criteria for a product version Defining Eligibility Criteria for a Product Version
How to define a characteristic for a product version Defining a Characteristic for a Product Version