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. When generating bills, Infor Operations and Regulations grants rebates on eligible line items to customers who are entitled to those rebates.

  1. Select Billing > Manage Account.
  2. Load the correct account.
  3. Select the Profile tab.
  4. Click Add above the Account Contacts grid, or edit 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 Operations and Regulations 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 Operations and Regulations 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.