Creating entitlement types

  1. Select Billing > Setup > Billing > Entitlement Type.
  2. Right-click the root node in the Entitlement Type tree and select Create entitlement type.
  3. Specify this information:
    Code
    Specify an identification code for the entitlement type.
    Effective Date
    Specify the date the entitlement type takes effect.
    Expire Date
    Specify the date the entitlement type expires.
    Rebate Groups
    Specify each rebate group for this entitlement type.

    The rebate groups are used to calculate the discounts customers will receive based on the entitlement type. Use Rebate Group to define your rebate groups, and use Line Item Setup to associate rebate groups with one-off or service-based line items.

  4. Click Save.