Until we receive an ETA from Siebel Admin about Declined Equipment Add status not building entitlements, here are the steps to take below:
Prior to sending activation request to the SSA- the CSR should update the line status to declined equipment add and update the end date to the start date of agreement.
SSA will review lines in declined equipment add status and verify the end date
- If end date is not the start date of the agreement, SSA will update end date to the start date of the agreement and add an agreement rejection note that the date was incorrect- but do not send back to CSR- update the date, add the note and proceed with activation process.
Once the SSA reviews/updated the end date- SSA will change the status from declined equipment add to quoted and proceed with prechecking the agreement.
When verifying Entitlements and checking the PM Schedule, SSA will delete Entitlements on the declined equipment add unit (Note: When deleting entitlement, this will also delete any PMs that may have generated)
Once the agreement is activated, update the status on the unit from quoted back to declined equipment add and build invoice schedule.