Enrolling an Account for a Product

Procedure

To enroll an account for a product:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal whose account you want to enroll for a product.
    The Deal Information screen appears.
  3. In the Simulation Details zone, ensure that the customer hierarchy section is expanded when you are enrolling an account for a product.
  4. Click the Edit (The Edit Icon) icon in the Product Enrollment column corresponding to the account which you want to enroll for a product.
    The Product Enrollment screen appears. It contains the following sections:
    • Deal - Displays basic information about the deal. It contains the following fields:
      Field Name Field Description
      Deal Version Information Displays the deal version to which the person or account belongs.
      Account ID Displays the account whose product enrollment details you want to view.
      Note:
      This field appears in the following scenarios:

      • If you are viewing the existing products enrolled for an account.

      • If you are editing the existing products enrolled for an account.

      • If you are enrolling an account for a product.
      Account Information Displays the concatenated string of information about the account separated by a comma (,).
      Note: This field appears when you are viewing, editing, or enrolling an account for a product.
    • Enrolled Products - Lists the products to which the account is enrolled. It contains the following columns:
      Column Name Column Description
      Enrollment ID Displays the enrollment ID of the enrolled product.
      Product Code Displays the code of the enrolled product.
      Note: This column appears only when you are viewing the proposed product enrollment details of an account.
      Product Description Displays the description of the enrolled product.
      Note:

      It has a link. On clicking the link while viewing the existing product to which the account is enrolled, the Product screen appears where you can view the details of the respective product.
      Version Description Displays the version of the enrolled product.
      Note: This column appears only when you are viewing the proposed product enrollment details of an account.
      Product Type Displays the type of product which is enrolled for the account.
      Note:

      Whereas, if you click the link while editing the proposed products to which the account is enrolled, the details of the product and its services appears in the Products and Services section of the Product Enrollment screen where you can edit the respective product.

      You cannot edit an enrolled product if the deal version has reached the Finalized status.
      Product Category Indicates the category to which the product belongs.
      Note: This column appears only when you are viewing the proposed product enrollment details of an account.
      Priority Displays the priority in which the enrolled product is considered for the account.
      Note: This column appears only when you are viewing the proposed product enrollment details of an account.
      Start Date Displays the date from when the enrolled product is effective for the account.
      Note: By default, this date is set to the deal start date and cannot be edited.
      End Date Displays the date till when the enrolled product is effective for the account.
      Note: The End Date cannot be earlier than the Start Date.
    • Proposed Products - Lists the products that are proposed for the account for enrollment. It contains the following columns:
      Column Name Column Description
      Product Code Displays the code of the enrolled product.
      Product Description Displays the description of the enrolled product.
      Version Description Displays the version of the enrolled product.
      Product Type Displays the type of product which is enrolled for the account.
      Product Category Indicates the category to which the product belongs.
      Priority Displays the priority in which the enrolled product is considered for the account.
      Start Date Displays the date from when the enrolled product is effective for the account.
      Note: By default, this date is set to the deal start date and cannot be edited.
      End Date Displays the date till when the enrolled product is effective for the account.
      Note: The End Date cannot be earlier than the Start Date.
      Note:
      On clicking the Broadcast (The Broadcast Icon ) icon corresponding to a proposed enrolled product, the details of the product appears in the Enroll Product and Product and Services sections for editing.
      Note: You cannot edit an enrolled product if the deal or deal version has reached the Finalized status.

      You can delete the proposed product to which the account is enrolled by clicking the Delete (The Delete Icon) icon corresponding to a proposed enrolled product.

    • System Recommended Products & Packages - Lists the products that you have recommended for enrollment while creating the deal. It contains the following columns:
      Column Name Column Description
      Product Code Displays the code of the recommended product.
      Product Description Displays the description of the recommended product.
      Version Description Displays the version of the recommended product.
      Product Type Displays the type of product which is recommended for the account.
      Product Category Indicates the category to which the recommended product belongs.
      Start Date Displays the date from when the recommended product is effective for the account.
      Note: By default, this date is set to the deal start date and cannot be edited.
      End Date Displays the date till when the recommended product is effective for the account.
      Note: The End Date cannot be earlier than the Start Date.
    • Enroll Product - The Enroll Product section contains the following fields:
      Field Name Field Description
      Enrollment ID Displays the enrollment ID once the product is defined for an enrollment.
      Note: This field is auto-populated when a product is added for enrollment.
      Start Date Displays the date from when the product enrollment is effective.
      Note: By default, this date is set to the deal start date and cannot be changed.
      End Date Used to specify the date till when the product enrollment is effective for the accounts of the person.
      Note:

      The Enroll Product section appears in the Product Enrollment screen only when you are enrolling an account or accounts of a person for a product.

    • Products and Services - Used to define the product and its services for enrollment. It contains the following fields in a grid:

      Field Name Field Description
      Product Used to indicate the product to which you want to enroll the account.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Product field. On clicking the Search icon, the Fetch Eligible Products window appears.

      On indicating the product, the description of the product appears in the Product field.

      Also, when you select a product, the Standard Product, Product Services, and the Add-On Product Services that are eligible for the product appears corresponding to the product.
      Start Date Used to specify the date from when the product is effective for the account.
      Note: By default this field is set to the deal start date and cannot be changed.
      End Date Used to specify the date till when the product is effective for the account.
      Note: The End Date cannot be earlier than the Start Date.
      Priority Used to specify the priority in which you want the product to be considered while calculating the financial summary of the deal.
      Inclusion Used to indicate whether you want to include the services of the product for the account.
      Note: By default, all the check boxes of the services provided by the product are selected. You can exclude a service by deselecting the check box corresponding to the respective service.
      Standard Product Displays the standard product which is included within the main product.
      Start Date Used to specify the date from when the standard product is effective.
      Note: By default this field is set to the deal start date and cannot be changed.
      End Date Used to specify the date till when the standard product is effective.
      Note: The End Date cannot be earlier than the Start Date.
      Inclusion Used to indicate whether the standard product is used for enrollment.
      Product Services Displays the service that is a part of the standard product.
      Start Date Used to specify the date from when the service is effective.
      Note: By default this field is set to the deal start date and cannot be changed.
      End Date Used to specify the date till when the service is effective.
      Note: The End Date cannot be earlier than the Start Date.
      Inclusion Used to indicate whether the service is used for enrollment.
      Add on Services Displays the add-on service which is a part of the packaged product.
      Start Date Used to specify the date from when the add-on service is effective.
      Note: By default this field is set to the deal start date and cannot be changed.
      End Date Used to specify the date till when the add-on service is effective.
      Note: The End Date cannot be earlier than the Start Date.
      Inclusion Used to indicate whether the add-on service is used for enrollment.
  5. Enter the required details in the Products and Services section.
  6. Click Save.
    The account is enrolled for a product.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Simulation Details zone Simulation Details
Product Enrollment screen Product Enrollment