Overview

You want to insert a product into an account (or transition the account to a product). 

Or, you want to update one of the customer's products to a particular rate code with a rate amount. Possibly, the previous rate code has an MSF, but the new code doesn't.

 

Solution

Open a Support ticket with the below information:

1. Account number of the customer where the changes need to be made.
2. The rate code or Product Code or Product Name
3. The rate amount
4. Term
5. MSF
6. ETF
7. Contract date range.

After the changes are made by the Support team, you will be informed about it.

<supportagent>

Pre-requisite

• Access to the Client database
• Access to the client-specific CSR site
• Access to QAT

1. If the Product Name is provided, search the rate code/product code using the query below.
Replace the parameter ProductName using the given Product Name.

select ProductCode,*
from Product
where ProductName like '%Loyalty 12%'

If Rate Code/Product Code is given, skip this step.

2. Use the steps in the Applying A New Rate To An Account article to apply the rate code/product code (provided or fetched in step 1) on the account.

3. The rate amount should be updated using the steps in the Updating Rate for an account article.

</supportagent>