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:
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Account ID, Account Start and End Date, and Enrollment Channel defined in the application.
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Product and Characteristic Type defined in the application.
Procedure
To copy a product enrollment:
- Search for a product in the Product Enrollment screen.
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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.
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Click the Duplicate button in the Record Actions section.
The Product Enrollment screen appears.
- Enter the required product details in the Main section, if required.
- Define, edit, or remove the products and services, if required.
- Define, edit, or remove the product priority, if required.
- Define, edit, or remove the characteristics, if required.
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Click Save.
The new product enrollment is defined.
Related Topics
For more information on... | See... |
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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 |