Configure Catalog General Properties

Use the General tab to edit catalog general parameters.

Before you begin

A Pricing User must have already created the offer or bundle template that each catalog item in the catalog is based on.
Note: You must create eligibility rules before confiuring a catalog.

Procedure

  1. In Catalogs, click a catalog to edit.
    You can filter the list by using the Search field. The Edit Catalog page is displayed with the General tab selected.
  2. (Optional) In Name, change the name of the catalog.
  3. (Optional) In Description, enter descriptive information about its purpose.
  4. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID for this pricing object. The external ID can be used for any reason that is meaningful to your implementation. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
  5. In Start Date/Time, use the date picker to select the date on which the object becomes active in the Pricing database and is first available for use, or enter the date in the format YYYY-MM-DD. Optionally, enter a time for when the object becomes active. The default start date/time is 2000–01–01 00:00:00. If applicable, the range in which the start date/time must fall is listed. For example:
    • Select a date on or before 2021–12–01.
    • Select a date on or after 2020–01–27.
    • Select a date between 2000–01–02 and 2021–10–04.
    Note: If you are creating a new revision of this object, the start date/time must be after the start date/time of the preceding revision and before the start date/time of the next revision. If you are making a copy of this object, the start date/time is not copied. The new object is the first revision, so it has the default start date/time of 2000–01–01 00:00:00.
  6. In Requires Rules, click Add Requires Rule to add an eligibility rule. Click the rule you want to add, and click Select to assign the eligibility rule to this catalog.
  7. In Excludes Rules, click Add Excludes Rule to exclude an eligibility rule. Click the rule you want to exclude, and click Select to exclude the eligibility rule from this catalog.
  8. Click Save.