Retiring a Product

Prerequisites

To retire a product, you should have:

  • Product Status must be Active.

  • Product End Date less than equal to current date.

Procedure

To retire a product:

  1. Search for a product in the Product screen.
  2. In the Search Results section, click the link in the Description column, corresponding to the product column that needs to be activated.
    The Product screen appears.
  3. Click the Retire button in the Record Actions section.
    The Retire Product screen appears.
  4. Mention the End Date of the product.
    Note:

    The enrollments for the product, which you are retiring, are still effective.

  5. Click Save.

    The product is retired, as the status is changed from Active to Retired.

    Note:

    On retiring the product, the end date of the effective product enrollments is set to the system date.

Related Topics

For more information on... See...
How to edit the product details Editing a Product
How to create a copy of a product Copying a Product