Modify an entitlement

Modify an entitlement associated to an account so that you can update its existing configurations.

始める前に

Role required:

• To create an order, you need sn_customerservice_manager and sn_ind_tmt_orm.order_agent.
• To create a quote, you need sn_customerservice_manager and sn_sales_common.sales_agent.

手順

1. Navigate to All > CSM/FSM Configurable Workspace.
2. In the list view, select Customer > Accounts.
3. Open the account that the entitlement belongs to.
4. In the entitlements related list, select the entitlement that you want to modify the characteristics for.
5. Select Modify.
   注:

   You can only modify entitlements associated with an account. You cannot modify entitlements associated to customer contract lines.
6. On the Configurator UI, modify the existing configurations for the selected entitlement.
   To learn more about the Configurator UI, see Exploring Sales and Order Management.
7. Select Update.
   An order or a quote will be created depending on the rules set in the Customer Life Cycle Workflows Policy decision table. For more info, see Configuring Customer Life Cycle Workflows Policy decision table.
   • If the selected target entity is a quote, a quote to modify the entitlement is created. You can click the quote number from the confirmation message to view the modified quote line items. The quote is approved and the status changes to Complete to create an order.
   • If the selected target entity is an order, an order to modify the entitlement is created. You can click the order number from the confirmation message to view the modified order line items.
8. In the Order Line Items related list, double-click the State value of the parent order line and set it to Completed.
   The modifications are visible on the entitlement.