Defining a Product Version

Prerequisites

To define a product version, you should have:

  • Product defined in the application.

Procedure

To define a product version:

  1. Search for the product in the Search Product zone.
  2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon, corresponding to the product whose product version details you want to view.
    The Product Version List Search zone appears
  3. Click the Add link in the Product Version List zone.
    The Product Version screen appears. It contains the following sub sections:

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

    • Product Services - Used to assign the product services to the product version.

    • Price Lists - Used to associate the price lists with a product version.

    • Eligibility - Used to specify the eligibility criteria for a product version.

    • Characteristics - Used to define the characteristics for a 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
    Note:

    The Effective Date field is mandatory.

  4. 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 is displayed. If the else both of these sections do not appear.

    You must have at least one product added in the product version.

    You must have at least one product service added in the product version.

    The effective date of a product version cannot be earlier than the product start date.

    You must select the Inclusion check box when the product service is defined as mandatory in the effective product version.

    You cannot add a product version when the product is in the Retired status.

    The product that you want to add in the product version must be in the Active status.

  5. Enter the required details in the Price List section.
    Note:

    The pricing for the price item which is associated with the product service must be available in the price list.

  6. Enter the required details in the Eligibility section.
  7. Enter the required details in the Characteristics section.
  8. Click Save.
    The product version 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