Unenrolling a Product Enrollment
Prerequisites
To unenroll a product for an enrollment, you should have:
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Status of the product defined as enrolled.
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Account Information defined in the application.
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Enrollment Channel defined in the application.
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Product defined in the application.
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Characteristic Type defined in the application.
Procedure
To unenroll a product for an enrollment:
- Search for the product in the Search Enrollment zone.
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Click the link in the Enrollment ID column, corresponding to the broadcast icon.
The Product Enrollment screen appears.
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Click the Unenroll button in the Product Enrollment zone.
The Unenroll Product Enrollment Pre Transition window appears. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Enrollment ID Displays the enrollment ID of the enrolled product. Not applicable Status Displays the status of the enrolled product. Not applicable Start Date Displays the start date of the enrolled product. Not applicable End Date Displays the end date of the enrolled product. No Note: If the user manually performs the unenrollment process, the application will simply change the product enrollment status from Enroll to Unenroll. If in-case the End Date is not mentioned during the enrollment, the application keeps the End Date in an Open state. If the user does not performs the unenrollment process, then a batch named C1-EXTRN gets executed. This batch performs a check to ensure that the product end date and the business date make a match. If they both match, then all of the enrollments with relation to the product are unenrolled. -
Click Save.
The product enrollment status is changed to Unenroll.
Related Topics
For more information on... | See... |
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How to enroll an account for one or more products and services | Enrolling an Account for One or More Products and Services |
How to edit a product enrollment | Editing a Product Enrollment |
How to copy a product enrollment | Copying a Product Enrollment |
How to search for a product enrollment | Searching for a Product Enrollment |