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Adding Conditions to Benefits (End User)

After creating a benefit, the sales representative might have to add conditions to the benefit. You can create many different types of benefits and conditions, such as a rebate when the customer purchases a certain number of products for each quarter. Until that condition is met, the customer does not receive the benefit.

This task is a step in Process of Managing Siebel Advanced Contracts.

To add a condition to a benefit

  1. Navigate to the Agreements screen, then the List view.
  2. Drill down on the Name field for a selected agreement, and click the Entitlements view tab.
  3. Select an existing entitlement, or add a new entitlement.
  4. Click the Benefits view tab.
  5. Select an existing benefit, or add a new benefit.

    The Conditions list appears below the Benefits list.

    Adding an existing benefit from a template with conditions associates both the benefit and related conditions with the entitlement. For more information, see Adding Benefits to Agreements (End User).

  6. Create a new condition record, and complete the fields as appropriate.

    NOTE:  You can use AND, OR, and other expressions to define the condition.

    For more information about the fields available in the Condition list, see Creating Benefit Templates.

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