Adding entitlements to an account

Entitlements define reasons for which customers may be eligible for rebates on their bills, such as entitlements for disabled veterans or war widows. You use Entitlement Type to define the various entitlements that customers can receive. Each entitlement type has one or more rebate groups associated with it, which are used to calculate the rebate amounts. Rebate groups can also be associated with one-off and service-based line items, indicating which charges are eligible for rebates. When generating bills, Infor Public Sector grants rebates on eligible line items to customers who are entitled to those rebates based on their entitlement types.

  1. Select Billing > Manage Account.
  2. Load the account you want.
  3. On the Profile tab, click the Review button in the top right corner of the Contacts panel.
  4. Click Add above the Account Contacts grid, or click Edit to open an existing contact in the grid.
  5. Select the Entitlement tab in the Contact Information box.
  6. Click Add above the Entitlements grid.
  7. Specify an identification number for the customer's entitlement in the Entitlement # field.
    The entitlement must be verified before it is considered valid, such as by checking the customer's ID. To verify an entitlement, click the Verify link to the right of the Entitlement # field and then specify the correct date in the Verified Date field.
  8. Specify the entitlement type in the Entitlement Type field.
  9. Specify the date the entitlement takes effect in the Effective Date field.
  10. Click Save.
  11. In the Entitlement Percentage of Rebate for Account field, specify the percentage of each available rebate the customer will receive for this entitlement.
    Infor Public Sector multiplies this value by the rebate percentage defined for a rebate group to calculate the actual rebate amount. For example, if a rebate group has a fixed value of 10% and a customer's entitlement percentage is 50%, Infor Public Sector will calculate a 5% rebate for each eligible line item.
  12. In the Formula Fields for Rebate Calculation grid, specify up to eight values for use in rebate formulas.
    The entitlement values are provided so you can include custom values in your rebate group formulas. When you open the Formula Editor to define a percentage or maximum value formula for a rebate group, you'll see EntitlementValue1 through EntitlementValue8 under oAccount/Properties/AccountContact/Properties in the Methods and Properties tree. These properties will use the values that you specify in the Formula Fields for Rebate Calculation grid.
  13. Click Save.