Viewing Agreements and Entitlements for Accounts

You can view information about agreements and entitlements for an account. For more information about using the Agreements view, see Agreements and Entitlements

To view the agreements and entitlements for an account

  1. Navigate to the Accounts screen, then the Account List view.

  2. Drill down on the Account Name field for a selected account record, and click the Agreements view tab.

    Some fields are described in the following table.

    Field Comments

    Primary

    Displays a check in the check box to indicate the agreement is a primary agreement for the selected account. This field is for information only, and does not affect other fields or functions.

    Type

    Displays the type of agreement. Values include Service Level Agreement and Price Protection.

    Start

    Displays the date that the agreement is effective.

    End

    Displays the date that the agreement is no longer effective.

    Valid

    Displays a check in the check box to indicate the agreement is an active agreement. An active agreement can appear in the list that appears when you click the Verify button. For more information, see Entitlement Selection.

  3. Click the Entitlements view tab.

    Some fields are described in the following table.

    Field Comments

    Current Qty

    Displays the current quantity that the entitlement covers.

    End

    Displays the date that the entitlement is no longer effective.

    Agreement

    Displays the agreement that is associated with the entitlement.

    Initial Quota

    Displays the initial quantity that the entitlement covers.

    Start

    Displays the date that the entitlement is effective.