Maintain products

To search for products:

  1. Access the CCPRDT—Product application from the main menu or quick launch to display the CCPRDT—Search Product screen.
  2. Enter the relevant search criteria and click Search to display products that match the criteria.

Note: All codes and enumerations are case-sensitive for searching.

To export products to a report:

  1. Search for products.
  2. Select the check box in the first column of each product to be included in the report, or leave all products unselected to include all products in the report.
  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create a product:

  1. Access the CCPRDT—Product application from the main menu or quick launch to display the CCPRDT—Search Product screen.
  2. Click New to display the CCPRDT—Product Detail screen.
  3. Select Organisation Scope, as required.
  4. Enter the Product Code.
  5. Enter other details of the product in the appropriate fields.
  6. Click Submit.

To create a product from an existing product:

  1. Search for products.
  2. Open the required product to display the CCPRDT—Search Product screen.
  3. Click Save As to display the Save As dialog box.
  4. If the source product has org-scope, check whether the new product also has Organisation Scope.
  5. Enter the Product Code for the new product.
  6. Click OK to copy the product and display the CCPRDT—Product Detail screen.
  7. Update the product, as required.
  8. Click Submit.

To update a product:

  1. Search for products.
  2. Open the required product to display the CCPRDT—Search Product screen.
  3. To upload a document file for the product, click the Open Folder icon next to Document, locate the file and click Open.

  4. To remove a document file, click X next to Document.

  5. To upload a document file for the product, click the Open Folder icon next to Logo, locate the file and click Open.

  6. To remove a document file, click X next to Logo.

  7. Update other fields, as required.
  8. Click Submit. 

To activate a product:

  1. Search for products.
  2. Open the required product to display the CCPRDT—Search Product screen.
  3. Click Activate.

To suspend a product:

  1. Search for products.
  2. Open the required product to display the CCPRDT—Search Product screen.
  3. Click Suspend.

To delete a product:

  1. Search for products.
  2. Open the required product to display the CCPRDT—Search Product screen.
  3. Click Delete to display the Confirm Delete dialog box.
  4. Click Confirm.