Enrolling an Account for One or More Products and Services

Prerequisites

To enroll an account for one or more products and services, you should have:

  • Account Information defined in the application.

  • Enrollment Channel defined in the application.

  • Product defined in the application.

  • Characteristic Type defined in the application.

Procedure

To enroll an account for one or more products and services:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Menu list, select Pricing Management, and then click Product Enrollment.
    The sub-menu appears.
  3. Click the Add option from the Product Enrollment sub-menu.

    The Product Enrollment screen appears. It contains the following sections:

    • Main - Used to specify basic details of the account for product enrollment. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Enrollment ID Used to specify the enrollment ID once the product is defined for an enrollment.
      Note: Enrollment ID is displayed when the product is added for enrollment.
      		 Yes
      Account ID Used to specify the account ID.
      Note: You can search for an account by clicking the Search (The Search Icon) icon corresponding to the Account Information field.
      		 Yes
      Status Displays the status of the product.
      Note: The product enrollment will always have the status as Pending.
      		 No
      Start Date Used to specify the date from when the product enrollment is effective. Yes
      End Date Used to specify the date till when the product enrollment is effective. Yes
      Enrollment Channel Used to specify the source for product enrollment. Yes
      Comments Used to specify the comments for product enrollment. No

    • Product and Services - Used to define products and services for a product. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Product Used to specify the product for enrollment.
      Note: You can search for a product by clicking the Search (The Search Icon) icon corresponding to the Product field.
      		 No
      Start Date Used to specify the date from when the product is effective. No
      End Date Used to specify the date till when the product is effective. No
      Inclusion Used to indicate whether the product is used for enrollment. No
      Standard Product Displays the standard product which is included within the main product. No
      Start Date Used to specify the date from when the standard product is effective. No
      End Date Used to specify the date till when the standard product is effective. No
      Inclusion Used to indicate whether the standard product is used for enrollment. No
      Services Displays the service that is a part of the standard product. No
      Start Date Used to specify the date from when the service is effective. No
      End Date Used to specify the date till when the service is effective. No
      Inclusion Used to indicate whether the service is used for enrollment.
      Note: The inclusion check-box is already checked, if the service has been marked as Mandatory in the Product Version zone.
      		 No
      Add on Services Displays the add-on service which is a part of the packaged product. No
      Start Date Used to specify the date from when the add-on service is effective. No
      End Date Used to specify the date till when the add-on service is effective. No
      Inclusion Used to indicate whether the add-on service is used for enrollment. No

    • Product Priority - Used to define the product priority for product enrollment.

      Field Name Field Description Mandatory (Yes or No)
      Enrollment ID Displays the enrollment ID. No
      Packaged Products Displays the packaged product which is added for enrollment. No
      Standard Products Displays the standard product which is added for enrollment. No
      Product Enrolled Start Date Displays the date from when the product's enrolled date is effective. No
      Product Enrolled End Date Displays the date till when the product's enrolled date is effective. No
      Priority Displays the priority of the product in terms of enrollment. No

    • Characteristics - Used to define the characteristics for a product enrollment.

      Field Name Field Description Mandatory (Yes or No)
      Effective Date Used to specify the date from when the characteristic will be effective. 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 Main section.
    Note:

    The Start Date field is mandatory.

  5. Enter the required details in the Product and Services section.
    Note:

    At least one product service must be added in the product version.

  6. Enter the required details in the Product Priority section.
    Note:

    Ensure that priority for the product is specified.

  7. Enter the required details in the Characteristics section.
  8. Click Save.
    Note:

    You cannot enroll for a product where none of its product versions are effective within the enrollment date range.

    You cannot enroll for a product where the product start date is later than the enrollment start date.

    The enrollment start and end dates should be within the start and end dates of the product.

    At least one product must be selected while enrolling products for an account.

    At least one price item associated with the product service must be effective during enrollment.

    The account is added for 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