Modify an entitlement

  • Release version: Washingtondc
  • Updated April 8, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_customerservice_manager and sn_ind_tmt_orm.order_admin

    Procedure

    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.
      Note:
      You can only modify entitlements associated with an account. You cannot modify entitlements associated to service 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 to modify the entitlement is created. You can select 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.