Associate an entitlement with a CSM entity such as an account,
contract, asset, product, or install base item, to determine the type of support that a
customer needs to receive.
Before you begin
Role required: sn_customerservice_manager or admin
Procedure
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Navigate to .
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From the Entitlements list, select an entitlement.
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Select the lookup icon to the right of one of the
Product, Account,
Contract, Asset, or
Install Base Item fields.
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From the list, select the entity that you want.
Note: If you select an entity in more than one of the listed fields, the
selections that are available in subsequent fields are filtered by the
selections already made.
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To associate
an entitlement with an install base, right-click the Configuring Entitlement
Form and navigate to
.
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From the Available box, select Install Base
Item.
Your selection is automatically moved into the
Selected box.
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Select Save.
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In the Entitlement form that reappears, select the Install Base
Item field and add the install base item that you want to
associate with the entitlement.