Modify customer profile criteria for a customer entitlement

You can modify customer profile criteria for a customer entitlement to suit your needs as they change. For example, you can modify the Vertical, Relationship Type, or Membership Level.

About this task

To modify a customer profile criteria for a customer entitlement:

1. Navigate to the Customer Entitlement Search screen. To navigate to the Customer Entitlement Search screen, perform the following steps:
   1. Log in to Sterling™ Business Center as an Item Administrator.
   2. The application home page is displayed. Click the Products tab.
   3. From the Products home page, click Find Entitlement from the Catalog dashlet.

      The Customer Entitlement Search screen is displayed.

2. Enter the search criteria, and click Search to view a list of all the available entitlements. Alternatively, use either the Basic Search or the Advanced Search option to narrow down the list of entitlements displayed.
3. The search results are displayed in the Entitlement panel. Click the Entitlement ID hyperlink corresponding to the entitlement for which you want to manage a customer profile. Alternatively, double-click the row containing the corresponding Entitlement ID.
4. The Entitlement Detail panel is displayed. Click the Customers Assignments tab.
5. In the Customers Assignments area, click the Customer Profile Assignments tab.

   Notes:

   • The Customer Profile Assignments tab is disabled, if you have selected either the This entitlement is not assigned to any customer radio button or the This entitlement is applicable for all customers radio button.
   • The Customer Profile Assignments tab is disabled, if you have selected both the All consumer customers check box and the All business customers check box under the This entitlement is applicable to the following customers area.
6. In the Customer Profile Assignments area, select the check box adjacent the customer profile criteria that you want to modify.
7. Click Modify.
8. The Customer Rule dialog box is displayed. Make the necessary modifications:
   • From the Vertical drop-down list, select a new vertical for a customer.
   • From the Relationship Type drop-down list, select a new relation type for a customer.
   • From the Membership Level drop-down list, select a new membership level.
   • Click the Search icon adjacent the Region box to search for a new region to which a customer must belong.
   • Click Save.
9. In the Customer Entitlement screen, click Save.

   The customer profile criteria is modified.