Product Enrollment

The Product Enrollment zone displays the details of the enrollment. It contains the following sections:

  • Main - Displays the basic information about the enrollment. It contains the following fields:

    Field Name Field Description
    Enrollment ID Displays the enrollment ID.
    Account Information Displays information about the account. In addition, this column has a context menu (The Context Menu Icon) which helps in navigating to other screens in the application.
    Status Displays the status of the enrollment.
    Start Date Displays the date from when product enrollment is effective.
    End Date Displays the date till when product enrollment is effective.
    Enrollment Channel Indicates the channel which is used for product enrollment.
    Comments Displays the comments that are added for product enrollment.

  • Record Actions - This section contains the following fields:

    Button Name Button Description
    Edit Used to edit the details of the product enrollment.
    Note: The Edit button appears when the product enrollment status is Enrolled, Cancelled, and Pending status.
    Duplicate Used to create a new product enrollment using an existing enrollment.
    Note: The Duplicate button appears when the product enrollment status is Enrolled, Cancelled, Pending, and Unenrolled.
    Delete Used to delete a product enrollment.
    Note: The Delete button appears when the product enrollment status is Canceled.
    Unenroll Used to unenroll already conducted product enrollment.
    Note: The Unenroll button appears when the product enrollment status is Enrolled.
    Submit Used to submit the product for an enrollment.
    Note: The Submit button appears when the product enrollment status is Pending.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the product enrollment is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

  • Characteristics - Lists the characteristics defined for the product version. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the characteristics are effective for product enrollment.
    Characteristic Type Displays the characteristic type.
    Characteristic Value Displays the characteristic value.