Defining a Characteristics for a Product

Prerequisites

To define a characteristic for a product, you should have:

  • Characteristic Type defined in the application (where the characteristic entity is set to Product)

Procedure

To define a characteristic for a product:

  1. Ensure that the Characteristics section is expanded when you are defining, editing, or copying a product service.

    The Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the product. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the product.
    Characteristic Type Used to indicate the characteristic type. The valid values are:
    • AP Product Type

    • FK Reference for Product

    • Stop Existing Enrollment on End Date

    Note: The list includes only those characteristic types where the characteristic entity is set to Product.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the product.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the product.
  2. Enter the required details in the Characteristics section.
    Note: The effective date of a characteristic cannot be earlier than the product start date and later than the product end date.
  3. If you want to define more than one characteristic for the product service, click the Add (The Add Icon) icon and then repeat step 2. However, if you want to remove a characteristic from the product service, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Select an appropriate characteristic type from the Characteristic Type list.

Related Topics

For more information on... See...
How to define a product Defining a Product
How to associate a product with a division Associating a Product with a Division
How to define a product to product relationship Defining a Product to Product Relationship