Poetic allows you to make changes to some of the information about an entitlement.
You cannot change:
The Search Entitlements page displays.
If you belong to an end customer, and you are not linked to any other companies, then the search results are restricted to your company.
If you have access to more than one company, then you use the Company name field to search for entitlements by company.
See Conducting searches for more information about searches.
The Detail page of the Entitlement Maintenance process displays.
From the Entitlement Details section, you can edit the following:
| Restore this entitlement | The Restore this entitlement check box allows users to indicate if the entitlement should be restored (set to Available or Unassigned). When this box is checked when the user clicks on the next button in the edit entitlement process, Poetic will evaluate the new entitlement data to determine the appropriate status. This can be viewed if:
|
| Pub ID | In the Pub ID field, type the identifier used by the publisher to refer to the entitlement. |
| Target tag | In the Target tag field, type the target tag to assign to the entitlement. |
| Product | To assign a different product to the entitlement, click the Change Product link next to the product description.
The product type of the new product must be the same as the current product. If product security categories are used, you can only select a product belonging to a product security category that you have privileges to manage. If the entitlement has been activated, the activated items will be marked as "out of sync". |
| Total qty | In the Total qty field, type the new total quantity for the entitlement. If you are reducing the total quantity, and there is an activated quantity, you cannot reduce the total quantity to be less than the activated quantity. |
| LAC | In the LAC field, type the License Authorization Code (LAC) that can be used to activate the entitlement. |
| Start date | In the Start date field, set the new start date for the entitlement. The new start date cannot occur before the current date. |
| Expire date | In the Expire date field, type the date the entitlement expires. You cannot set an expiration date for a permanent entitlement. |
| Duration | If the entitlement has a duration instead of an expiration date, then in the Duration field, type the duration of the entitlement. In the dropdown, select the unit of measurement to use for the duration. |
For EA entitlements, you can edit the following information.
| EA order qty | This is the original quantity on the entitlement.
This value should rarely be edited. |
| Overdraft allowed | Indicates whether the end customer can activate a quantity greater than the original ordered quantity.
If the check box is checked, then the overdraft is allowed. If the check box is not checked, then the overdraft is not allowed, and the customer can only activate the original ordered quantity. If the check box is checked, then the Overdraft qty field is displayed. If the check box is already checked, then if the customer already has activated some of the overdraft quantity, you cannot uncheck the check box. |
| Overdraft qty | Only displays if the Overdraft allowed check box is checked.
Use this field to edit the quantity that can be activated in addition to the original ordered quantity. Note that when the entitlement is saved, the overdraft quantity cannot be less than the value of the consumed quantity minus the order quantity. So if the consumed quantity is 15, and the order quantity is 10, then the overdraft quantity cannot be less than 5. |
| EA available qty | Lists the current quantity that is available to be activated. This value includes any overdraft quantity.
This value cannot be edited. |
| EA consumed qty | Lists the quantity that the customer has already activated.
This value cannot be edited. |
For renewal and support information, you can edit:
| Renewal status | From the Renewal status dropdown, select the renewal status for the entitlement. |
| Support expiration | In the Support expiration field, set the date that support ends. |
If count-based subscription is used, where customers are entitled to receive a specific number of updates, then you can also edit:
| Next delivery date | The date when the customer is due to receive their next update for this entitlement.
Either type the date in to the field, or use the date picker to select the date. |
| Deliveries remaining | In the Deliveries remaining field, type the number of updates the customer is entitled to for this entitlement. |
The Party Details section lists the current parties for the entitlement. From the Party Details section, you can:
The Linked Entitlements section contains a list of the entitlements that are linked to the current entitlement.
To search for and select an entitlement to link to the current entitlement, click the Find link next to the appropriate Entitlement ID field.
To remove a selected entitlement from the list of entitlements, click the Clear link for that entitlement.
All linked entitlements must belong to the same product family, contract, and group as the current entitlement.
The Confirm page of the Entitlement Maintenance process displays, summarizing the updated information.
The Complete page of the Entitlement Maintenance process displays.
Admin users are able to edit Disabled and Expired entitlements under certain conditions. The disabled entitlements or expired entitlements must have an active quantity of 0. Users will NOT be able to edit disabled entitlements that have an active quantity > 0. Note: editing expired and disabled entitlements will have impacts on certificates as well.
Additional notes: The following information is helpful to determine the expected entitlement status after completing an edit. Entitlement status in Poetic is always a reflection of the properties of the entitlement.