Plan Screen Overrides
The Plan screen can be overridden at several levels. An explanation of the various levels are provided below:
- Product Overrides: This override is selected in OIPA when a user is on the Plan screen and selects a Product from the Product drop down list. If an override exists for that product, then the Plan screen will load the override configuration.
- Configuration Requirements:
- Create a Product at Subsidiary Company level.
- Create a PlanScreen Override. Select a Subsidiary Company and Sub-Product.
- Configuration Requirements:
- Child Product Overrides: This override is selected in OIPA when a user is on the Plan screen and selects a Child Product from the Child Product drop down list. If an override exists for that sub-product, then the Plan screen will load the override configuration
- Configuration Requirements:
- Create a Child Product at the Subsidiary Company level.
- Create a PlanScreen Override. Select a Subsidiary Company and Sub-Product.
- Configuration Requirements:
- Group Customer Overrides: This override is used in OIPA when the ClientScreen business rule defines the plan associated with the Group Customer client type and that plan has a Plan screen override.
- Configuration Requirements
- Create the Plan screen override at Group Customer level.
- Modify the ClientScreen rule <Client> element with a CLIENTTYPECODE of 20 (Group Customer). The ACTIVITYPLAN attribute should be the name of the plan to override.
- Configuration Requirements
Configuration that is split between different override levels of the PlanScreen business rule can be shared, which eliminates the need to duplicate rules.
- If a field is defined at only the Product level, then that field will be displayed for all plans related to that product.
- If a field is defined at the Product and Child Product level, then the Child Product level override of the field will be displayed for all plans that are related to that Child Product.
- If a field is defined at the Product, Child Product and Plan levels, then the Plan level override of the field will be displayed for that plan only.
Plan is the lowest override level available. Fields will be displayed at the lowest level configured. When a relationship has been established linking a Product, Child Product and Plan, all of the unique fields defined in all three rules will be displayed on the Plan screen for a selected plan.
When the Plan screen is loaded through the UI the system will gather all of the fields defined at the Product, Child Product, and Plan level and display the highest overridden instance of each.
Please see the XML Configuration Guide topic in the Help menu for a list of all elements, attributes and values needed for configuration. View Business Rules | Screen Rules | PlanScreen.