Legacy platform

Remove customer profile criteria from a customer entitlement

You can remove customer profile criteria from a customer entitlement if you do not want to associate a customer's profile criteria with a customer entitlement.

About this task

To remove customer profile criteria from a customer entitlement:

Procedure

  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 from which you want to remove customer profile criteria. 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 that is displayed, select the check box adjacent the customer profile criteria you want to remove.
  7. Click Remove.
  8. A message asking you for confirmation is displayed. Click Yes to remove the customer profile criteria.

    The customer profile criteria is removed form the customer entitlement.