Defining a Characteristic for a Construct

Prerequisites

To define a characteristic for a construct, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Construct)

Procedure

To define a characteristic for a construct:

  1. Ensure that the Characteristics section is expanded in the Construct screen when you are creating or editing a construct. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the construct.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the construct.
    Characteristic Type Used to indicate the characteristic type. The valid values are:

    • Invoice Construct Adhoc Char

    • Invoice Construct Pre-Defined

    • Premium "New Business" Amount

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the construct.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the construct.
  2. Enter the required details.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  3. If you want to define more than one characteristic for the construct, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the construct, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a construct Defining a Construct
How to edit a construct Editing a Construct