Editing a Product

Procedure

To edit a product:

  1. Search for the product in the Search Product zone.
  2. In the Search Results section, click the link in the Description column, corresponding to the product column whose details you want to edit.
    The Product screen appears.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  3. Click the Edit button in the Record Actions zone.
    The Product screen appears.
  4. Modify the details of the product in the main section, if required.
    Note:

    The product start date cannot be later than its product version's effective date.

    The product end date cannot be earlier than its product version's effective date.

    You cannot update the product type field because a product version is already defined for the product.

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

  5. Define, edit, or remove the divisions for a product, if required.
    Note:

    You cannot remove the division from the product because an account from this division is already enrolled to the product.

    You cannot remove the division from the packaged product because the child product is associated to the division.

  6. Define, edit, or remove the product to product relationship for a product, if required.
  7. Define, edit, or remove the characteristics for a product, if required.
    Note:

    You cannot change the value of the characteristic when the product is in the Active status. To change the value of the characteristic, the characteristic type should not be of C1-STOPE type.

  8. Click Save.
    The changes made to the product are saved.

Related Topics

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