Copying a Product Version

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

Prerequisites

To copy a product version, you should have:

  • Product and Product Type defined in the application.

  • Product Status and Service Code defined in the application.

  • Product Category, Division, and Product To Do Role defined in the application.

  • Eligibility Type, Characteristic Type, Price List, and Terms and Conditions defined in the application.

  • Parameter, Operator, Parameter Value Type, Is True, Is False, and Is Sufficient defined in the application.

Procedure

To copy a product version:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Menu list, select Pricing Management, and then click Product.
    The sub-menu appears.
  3. Click the Search option from the Product sub-menu.
    The Product screen appears.
  4. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the product column whose version you want to copy.
    The Product Version List zone appears.
  5. Click the link in the Description column, to view the details of the product version.
    The Product Version screen appears.
  6. Click the Duplicate button in the Record Actions section.
    The Product Version screen appears. It contains the following sections:

    • Main - Used to specify basic details of the product version.

    • Products and Services - Used to define the products and services for a product version.

    • Price List

      - Used to define the Price List for the product version.

    • Eligibility

      - Used to define the Eligibility for the product version.

    • Characteristics

      - Used to define the Characteristics for the product version.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Product Type Displays the product type. Not applicable
    Product Displays the product code. Not applicable
    Effective Date Used to specify the effective date from when the product version will be effective. Yes
    Status Used to specify the status of the version.
    Note: It is a read-only field, and cannot be edited.
    		 Yes
    Description Used to specify the description for the version. No
    Terms and Conditions Used to specify the terms and conditions for the version.
    Note:

    Click the Search (The Search Icon) icon appearing corresponding to the Terms and Conditions field. On clicking the Search icon, you can search for a predefined terms and conditions.

    		 Yes
  7. Enter the required details in the Products and Services and/or Product Services section.
    Note: If the product type is Packaged then Products and Services section appears. If the product type is Standard then Product Services section appears. If the product type is Information Only neither of these sections are displayed.
  8. Enter the required details in the Price List section.
  9. Enter the required details in the Eligibility section.
  10. Enter the required details in the Characteristics section.
  11. Click Save.
    The new product service is defined.

Related Topics

For more information on... See...
How to add a product service to a product version Adding a Product Service to a Product Version
How to add a standard product to a product version Adding a Standard Product to a Product Version
How to add add-on services to a product version Adding Add-on Services to a Product Version
How to associate price list with a product version 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