You can define a customer entitlement strategy for the
enterprise by specifying rules for enforcing customer entitlements.
About this task
To define a customer entitlement strategy:
Procedure
- From the tree in the application rules side
panel, choose Cross Application > Customer > Customer Entitlement.
The Customer Entitlement window displays in the work area.
- In the Enforce Customer Entitlement Based
On field, select from the drop-down list the customer entitlement
strategy that is used for the enterprise. Refer to the following table
for field value descriptions.
- If you want to use direct entitlement assignments,
select the Use Direct Entitlement Assignment, If Exists check box.
- Click the Save icon.
Table 1. Customer entitlement strategyField |
Description |
Enforce Customer Entitlement Based
On |
Select the type of customer entitlement strategy
you want to use for enforcing customer entitlements: You
can choose from the following options:
- No Item Entitlement - Customers can access all
items regardless of customer entitlements and pricelists.
- Item Entitlement Rules Assigned to Customer - Customers
can access only the items that are assigned to the customer in customer
entitlements.
- Pricelists Assigned to Customer - Customers can
access only the items that are assigned to the customer in pricelists.
- Intersection of Item Entitlement Rules and Pricelists
Assigned to Customer - Customers can access only the items that are
assigned to the customer in both pricelists and customer entitlements.
|