Copying a Product Enrollment

Instead of creating a product enrollment from scratch, you can create a new product enrollment using an existing enrollment. This is possible through copying a product enrollment. On copying a product enrollment, the details including the algorithms and characteristics are copied to the new product. You can then edit the details, if required.

Prerequisites

To copy a product enrollment, you should have:

  • Account ID, Account Start and End Date, and Enrollment Channel defined in the application.

  • Product and Characteristic Type defined in the application.

Procedure

To copy a product enrollment:

  1. Search for a product in the Product Enrollment screen.
  2. In the Search Results section, click the link in the Description column, corresponding to the product column, whose details you want to copy.
    The Product Enrollment screen appears.
  3. Click the Duplicate button in the Record Actions section.
    The Product Enrollment screen appears.
  4. Enter the required product details in the Main section, if required.
  5. Define, edit, or remove the products and services, if required.
  6. Define, edit, or remove the product priority, if required.
  7. Define, edit, or remove the characteristics, if required.
  8. Click Save.
    The new product enrollment is defined.

Related Topics

For more information on... See...
How to enroll an account for one or more products and services Enrolling an Account for One or More Products and Services
How to view the product priority of an account Viewing the Product Priority of an Account
How to define the characteristics for a product enrollment Defining a Characteristic for a Product Enrollment