Setting Up Entitlement Dates

Access the Entitlement Date Revisions form.

You set up entitlement dates to specify the date to begin verifying for each transaction if something is entitled. Any transactions before that date are assumed to be entitled.

You can enter and update entitlement dates for a combination of:

• Product family

• Product model

• Inventory item number

• Branch/Plant

• Customer number

• Country

To set up entitlement dates:

1. Complete these fields and click OK:

   • Customer Number

   • Country

   • Branch/Plant

   • Inventory Item Number

   • Product Model

   • Product Family

   • Entitlement Start Date

2. The system searches for a date based on rules that you specify. To review or revise these rules, from Work With Entitlement Date, select Entitlement Rules from the Form menu.

3. Define the order that the system uses to search for a date on Entitlement Rules Sequence. The system uses a hierarchical search method, from most specific to most general. To include or exclude fields in the hierarchical search, complete these fields with a Y or N:

   • Sequence Number

   • Customer Number

   • Country

   • Branch/Plant

   • Inv. Item Number

   • Prod. Model

   • Prod. Family

Country

Enter a value from UDC 00/CN (Country Codes) that identifies a country. The country code has no effect on currency conversion.

The Address Book system uses the country code for data selection and address formatting.

Entitlement Start Date

Enter the date on which an address, item, transaction, or table record becomes active. The meaning of this field differs, depending on the program.

For example, the effective date can represent any of these dates:

The date on which a change of address becomes effective.

The date on which a lease becomes effective.

The date on which a price becomes effective.

The date on which the currency exchange rate becomes effective.

The date on which a tax rate becomes effective.