Create / Amend Entitlements

Details

 Basic minimum required details to be added in “Details” tab

• Navigate to -> Menu Category.
• Select Service menu category.
• Navigate to -> Service -> Entitlement
• Displays list page of Entitlement click on -> 'Create' button
• Redirects to create page on "Details" tab.
• Add Name
• Set Regarding is auto set as “Contract if Entitlement is created from Contract” or “Contract Template if Entitlement is created from Contract Template”
• Add Entitlement Type, Start Date, End Date.
• Add Source, Total Allotment.

Detail page of Entitlement 

• Is Default, Restrict on No Allotment flag set true if needed and Save Record
• In Entitlement Current date and Start Date are same then Entitlement Status is automatically marked as Active

• If current date is greater than end Date, then Entitlement will be Expired

• On Click of Cancel button Entitlement will be Cancelled.

Cancelled Entitlement