Renew an entitlement

  • Release version: Washingtondc
  • Updated April 14, 2024
  • 1 minute to read

    • Renew an entitlement on the CSM Configurable Workspace.

    Before you begin

    You can renew an entitlement when it is in Active or Expired state and has an end date.
    Note:
    You cannot renew entitlements for product inventory records.
    Role required:
    • To create an order, you need sn_customerservice_manager and sn_ind_tmt_orm.order_agent.
    • To create a quote, you need sn_customerservice_manager and sn_sales_common.sales_agent.

    Procedure

    1. Navigate to All > CSM/FSM Configurable Workspace..
    2. In the list view, select Customer > Accounts.
    3. Open the account that the entitlement belongs to.
    4. In the entitlements related list, select the entitlement that you want to renew.
    5. Select Renew.
    6. In the Renew entitlement window, in the Renew start date field, enter the start date for the activation of the entitlement.
    7. Add a reason for a renewing the entitlement in the Reason for renewal field.
    8. Select Renew.
    9. In the Order Line Items related list, double-click the State value of the parent order line and set it to Completed.
      A new entitlement is created.

    Result

    The new entitlement is created in the Draft state. You can see more details in the Renewal History related list.