Configure Catalog Item General Properties

Use the General tab to configure general catalog item properties.

Procedure

  1. In General, optionally configure any of the following properties:
    • Name
    • Description
    • External ID
  2. Click in Start Date/Time to display the calendar and select a date for when the catalog item is valid. Specify hours, minutes, and seconds if required.
  3. In Pricing Revision Policy, select the criteria used to find revisions of pricing objects to use during rating.
    • Event Time — The event time is used to find revisions of pricing objects. This is the default.
    • Start of Cycle — The start time of the current purchased item cycle period is used to find revisions of pricing objects.
      • If the purchased item does not have a purchased item cycle defined, the purchased item owner's bill cycle is used.
      • If the subscriber/group does not have a bill cycle, the event time is used to find revisions of pricing objects. (The event time for usage rating is the quota authorization time.) This is the case when a purchased item has no cycle.
    For more information about using the pricing revision policy, see the discussions about catalog item general properties.
  4. (Optional) Change the offer or bundle associated with the catalog item. Click Select; Select Template displays with the Offers tab selected and the offers displayed. Optionally click the Bundles tab.
    1. (Optional) Filter the list by entering text in the Search field.
    2. Select the offer or bundle to add to the catalog item, and click Select.
      Note: A warning displays if a template is not selected when you click Select.
    3. Click Save.
  5. (Optional) If you selected a service contract or finance contract as the basis for the catalog item, Contract displays. Click Select; Select Contract displays.
    1. (Optional) Filter the list by entering text in the Search field.
    2. Select the contract to add to the catalog item, and click Select.
    3. Click Save.
  6. Click in Purchase Start Date to display the calendar and select a date to make the catalog item available for purchase. Leave this field empty to make the catalog item take effect immediately.
  7. Click in Purchase End Date to display the calendar and select a date for the catalog item to be unavailable for purchase. Leave this field empty to make the catalog item effective indefinitely.
  8. (Optional) Select a Purchase State that the associated offer or bundle must have when this catalog item is purchased.
    • Leave the field blank to select no purchase state (default).
    • Active
    • Preactive
    • Specified At Purchase
  9. (Optional) Select a Purge Profile to specify the expired offer removal period in the catalog item.
  10. Scroll down to Catalog Item Template Fields.
  11. (Optional) To change a field default value, either:
    • Click the Value field in that field row and enter a new value (the value must match the data type of the field), or
    • Select a value from the drop-down menu in that field row.
    Repeat this step for each field to change. To return to the default value for the catalog item template field, clear the Value field, and press Enter.
  12. Click Save.
  13. (Optional) To remove obsolete template fields, scroll down to Obsolete Template Fields and do one of the following:
    • Click Clear All to remove all obsolete fields.
    • Click Delete the selected object in a template field row to remove an individual field. Repeat this step as necessary.
  14. Click Save.

What to do next

Use the Metadata tab to configure catalog item metadata properties.