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Offer Bundles, Cardinalities, and Relationships for Product Designer
A product bundle is a set of products sold together. In Energy & Utilities Cloud, a bundle typically consists of a Commodity Offer and Commodity Components such as a Standing Charge and a Unit Rate.
Products are bundled using a “Has-A” Containment relationship as either a child or a realization. A product can have one or more product child items (or PCIs), and you can define cardinality for each. PCIs can be a single product or a product bundle, which allows you to create product bundles within product bundles.
Creating a product bundle involves the following:
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Creating a product bundle.
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Overriding the cardinality of the child product bundle.
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Creating a price list entry for a product bundle.
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Refreshing the product hierarchy cache.
Types of Product Line Items in a Bundle
There are two key types of product line items in a bundle hierarchy:
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Root product line item is the top-level line item. Root does not have a parent, so the ParentItemId is always empty. In Energy & Utilities Cloud, this is typically the Commodity Offer.
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Product Child Item (PCI) defines the relationship between a parent product and a child product. In Energy & Utilities Cloud, this is typically a Commodity Component such as a Standing Charge or a Unit Rate.
Types of Cardinality in Bundles
Product cardinality defines the default, minimum and maximum quantities of the product that are allowed in the product bundle. You can also override the cardinality of product bundles when they are included within another product bundle.
As a product manager, you can define two types of cardinality:
PCI cardinality quantities of the product allowed in the product bundle |
Min Quantity: The sum of the quantities of the instances of a PCI cannot be less than the value defined in Min Quantity. Max Quantity: The sum of the quantities of the instances of a PCI cannot be greater than the value defined in the Max Quantity. Default Quantity: The value of the Quantity field when a PCI is added as a Line Item. A Standing Charge or a single Unit Rate for a residential customer typically has a minimum, maximum, and default of 1. A Unit Rate for a commercial customer typically has a maximum and default of 1 but a minimum of 0, because rates that don't apply must be removable. |
Group cardinality minimum and maximum allowable quantities across an item’s immediate children |
Min Children Quantity: The sum of the quantities of an item's children cannot be less than the value defined in Min Children Quantity. Max Children Quantity: The sum of the quantities of an item's children cannot be more than the value defined in Max Children Quantity. |
Cardinality and Inheritance
You can set cardinalities for a product bundle:
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When an offering has a structure, the root offering has Group Cardinality with a maximum and minimum number of children. You can create and delete cardinality overrides.
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You can add a simple or bundled product to the root product as a child. When doing so, the product captures local cardinalities, which you can modify. You cannot override cardinalities in this case because the base cardinalities are not shared across root products.
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When inheriting a simple or bundled product in the context of a root as grandchild at any level, local cardinality applies to both simple and bundled products as a grandchild. Base cardinality is inherited by default. You can override, create, and delete the base cardinalities if the changes are specific to the current root product. If modified, the changes reflect on all the root products that contain the grandchild products.
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Adding or inserting a simple or bundled new product in a nested bundle can be done in the context of a root as a grandchild at any level. Local cardinality applies to both simple and bundled products as a grandchild. You can override, create, and delete local cardinalities. You can modify base cardinalities. If modified, the changes are reflected in all the root products with the grand-child products.
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Group cardinality applies to a bundled product as a grandchild only. Group Cardinalities must be inherited by default. You can override, create, and delete group cardinalities if the change is specific to the current root product. You can modify base group cardinalities. If modified, then the changes reflect on all the root products.
- Create Product Bundles in the Product Designer
Creating a product bundle as an offer involves creating the structure of the bundle, including the main product and the product child items that comprise the bundle offer. - Override Product Attributes in Product Designer
After you add a product as a child to a product bundle, you can override the existing attributes of the child product. - Export a Product Report in Product Designer
To help with audits and product reviews, export a report of products with their properties and attributes. The report is saved as a.xslxfile. - Override the Cardinality of a Child Product Bundle in Product Designer
You can override product cardinality in a bundle. Cardinality overrides must be between the minimum and maximum limits set by the original cardinality.
