This provides logic to check existing products on an account as well as added/disconnected products on the order and determine if the combination results in any child services without a parent. In this case the IDI platform blocks the user from completing the order.
The system displays an error and disallows removal of the parent plan on an account unless another parent plan exists on the account. Also, child services cannot be added to accounts where no parent service exists, nor can they be added to an account where the child plans are not compatible with the parent plan (of the same family) unless a parent from that same family exists on the account.
Note
The parent child relationship for plans may also apply to other products.
This functionality applies to:
Service/product disconnect and swap orders
Add service orders
Move service orders
Permissions
These permissions in Admin Console are required for managing product families.
Permission Path | Description |
|---|---|
/Application/Cost GuardClient/Product Management/Product Families/Override Orphaned Child | Lets a user provide manager override to complete POS or Customer Management orders with orphaned children |
/Application/Cost GuardClient/Product Management/Product Families | Lets a user view product families |
/Application/Cost GuardClient/Product Management/Product Families/Add | Lets a user create new product families |
/Application/Cost GuardClient/Product Management/Product Families/Edit | Lets a user edit existing product families |
/Application/Cost GuardClient/Product Management/Product Families/Delete | Lets a user delete existing product families |
Parent/Child/Product Definitions
Term | Definition |
|---|---|
Parent Service | The main service with the main (parent) product assignment. At least one Parent Service is required for all accounts where there are any Child Services. This is not necessarily the line that has the primary service indicator for collections. A service is determined to be a Parent Service by having a feature that is configured as a parent in a product family. |
Child Service | Services with a feature configured as a child. Child services may exist on an account where a Parent service exists in the same family. |
Product Family | A grouping of products (plans / features) into parents and children related to each other. |
Adding a Product Family
To add a Product Family:
Open the Product Families window via Applications > Product Management > Product Families.
It can also be accessed by clicking the
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icon from the Product Catalog window. From the Product Families window, right-click and select New.
The Add Family window is displayed.
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Specify:
Family Name
Required field. Use a name that will be easily recognizable.
Search Fields
Use these fields to search for any existing products in the Product Catalog that you want to add to the Parents and/or Children fields.
Parents
Any selected parent products are displayed here.
Children
Any selected children products are displayed here.
Use the right and left arrows to move products between Parent and Children fields.
Right-click a Parent or Child product to delete it.
Click Save to keep your changes.
Note
Changes to product family configurations take effect immediately and are enforced on all customer accounts.