Setting up Program Products using the Pricebook Entry method:

  • Browse to the Product you would like to setup as a Program
  • Find the relevant Pricebook Entry page and click "Edit"
  • Mark the Program checkbox as "True"

  • Click "Save"


Once a User adds this product to their quote and the Transaction is closed, the active program will be displayed on any subsequent quotes created with the same Contract in the active period.


NOTE: This method of Programs assumes you want a separate line item attached to all transactions.


Using Program Products:

  • Active Programs are displayed to the user when creating a Quote.
  • Programs are defaulted to be added to Quotes, but users have the option to deselect products.