Editing a Product

Procedure

To edit a product:

  1. Search for the product in the Product screen whose details you want to edit.
  2. In the Search Results section, click the Edit () icon in the Edit column corresponding to the product whose details you want to edit.
    The Product Information screen appears. It contains the following pages:
    The Basic Details page contains the following zone:

    The Basic Details zone contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Product Category Displays the category of the product. Not applicable
    Product Code Displays the product code. Not applicable
    Product Name Used to specify the product. Not applicable
    Description Used to specify the description of the product. Yes
    Product Type Displays the product type. Not applicable
    Start Date Displays the date from when the product is effective in the system. Not applicable
    End Date Used to specify the date till when the product is effective in the system. No
    Terms and Conditions Used to associate terms and conditions with the product.
    Note: The Search (The Search Icon) appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Terms and Conditions Search for Product window appears where you can associate the terms and conditions with the product.
    		 No
    Product Manager Used to assign the product to the product manager for the approval process.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager field. On clicking the Search icon, the User Search window appears where you can search for the user.
    		 No
    Product Manager To Do Role Used to specify the To Do role for the To Do task which is performed by the product manager.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager To Do Role field. On clicking the Search icon, the To Do Role Search window appears where you can search for the To Do role.
    		 No
  3. Modify the required details in the Basic Details page.
  4. Associate or disassociate the product from a division in the Other Details page, if required.
  5. Add, edit, or remove the characteristics from the product in the Other Details page, if required.
  6. Associate or disassociate the product from the parent group in the Other Details page, if required.
  7. Add, edit, or remove services from the product in the Services page, if required.
  8. Click Submit.
    A window appears confirming the product is submitted in the system.
  9. Click the Close button in the confirmation window.
    The product is modified.

Related Topics

For more information on... See...
How to search for a product Searching for a Product
Product screen Search Product
How to associate the product with a division Associating the Product with a Division
How to define a characteristic for the product Defining a Characteristic for the Product
How to associate the product to a parent group Associating the Product to a Parent Group
How to add a service for the product Adding a Service for the Product