Adding Product Classifications

Services Management can extend the product classifications to add product classifications specific to your company.

You must have a Customization Administrator license and the Administrator access role to perform this task.

See Also
In Other Guides
Configuring Services Management

Use the Specialize Data Model category in the Data Model Customization app to define a new package and extension. For more information, see Installation and Setup: Customize: Data Model: 3DSpace Unified Typing: Data Model Customization: Specialize Data Model. When using the Specialize Data Model tool, follow these guidelines:

  1. Create a new package using FinancialServices as the parent package.
  2. Click the Extensions tab for the new package. Select FINANCIAL PRODUCTS in the list, and create a new extension. The Name you define here shows for users in the Product Classification list when creating or editing a services product.
  3. In the navigation pane, click Specialize Data Model, select the new package, and click Deploy Package.
  4. In the navigation pane, click Manage NLS. Locate the new package and expand it to view the extensions. Edit the page to add labels for each language instance, and save your edits.

The new extension automatically shows in the list of Product Classifications.