Using Customer Contracts and Entitlements

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Learn how consumers, managers, agents, and administrators use the Customer Contracts and Entitlements application to generate service contracts and contract lines to work on the services.

    Service contracts, service contract lines, and entitlements can be created in the following ways:

    • Via workflows: You can create service contracts, service contract lines, and entitlements by using the contracts and entitlements workflow. For more information, see Contracts and Entitlement Workflows.
      Note:
      When a service contract line or entitlement is created via the Sales Customer Relationship Management workflow, the account/consumer/household details are copied from the sold product and it inherits the state of the sold product. Further, when the state of the contract line changes, the same state is synced back to the parent sold product.
    • Via API integrations: