Defining customer entitlements

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

  1. From the tree in the application rules side panel, choose Cross Application > Customer > Customer Entitlement. The Customer Entitlement window displays in the work area.
  2. 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.
  3. If you want to use direct entitlement assignments, select the Use Direct Entitlement Assignment, If Exists check box.
  4. Click the Save icon.
    Table 1. Customer entitlement strategy
    Field 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.