Adding and editing programs

About programs

Programs are the basis for many of the transactions handled by Poetic. The program determines the rules for establishing contracts, including pricing, maintenance, technical support, and renewals. These rules are enforced during the order entry process.

Setting up a program is a highly complex process. Most programs are created during the installation process with assistance from the support or professional services organization.

Displaying the List Programs page

Programs are managed from the List Programs page. To display the page:

1. On the Administration menu, click Site configuration.
2. On the Site Maintenance menu, click the Configuration tab.
3. On the Configuration tab, click Programs and contracts.

Adding or editing a program

On the List Programs page:

• To add a program, click the Add program link. Note that when you create a new program, you cannot save the program until you have clicked all of the tabs and filled in all of the required information. When you click the Renewal tab, the Save button is displayed.
• To edit a program, click its Edit link.

When you select the option to add or edit a program, the General tab of the Program Maintenance page displays.

For information on the fields on the Program Maintenance page, see Fields on the Program Maintenance page.