Defining a Characteristic for a Product Enrollment

Procedure

To define a characteristic for a product enrollment:

  1. Search for an enrollment in the Search Enrollment zone.
  2. Click the Add button in the Page Title area of Product Enrollment zone.
    The Product Enrollment screen appears.
  3. Click the Characteristic link from the Section group, located in the left-most area of the screen.
    The Characteristics section appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic will be effective for enrollment. No
    Characteristics Type Used to indicate the characteristic type for a characteristic. No
    Characteristics Value Used to indicate the characteristic value. No
  4. Enter the required details in the Characteristics section.
  5. If you want to add more than one characteristic to the product enrollment, click the Add (The Add Icon) icon. However, if you want to remove a characteristic from the enrollment, click the Delete (The Delete Icon) icon corresponding to the effective date field.
  6. Click Save.
    The characteristics are defined for the product enrollment.

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