Setting up Anniversary Date-based Entitlements

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Setting up Anniversary Date-based Entitlements

Some entitlements are based on an anniversary date of an existing contract or agreement.  The contract or agreement continues on indefinitely and new enrollments, or requests, are based on the most recent anniversary date.  

To set up an entitlement to reference an anniversary date, as opposed to a hard contract or other date, use the following settings under Entitlement Definitions:

Setting

Setting

Entitlement starts on same day as contract

Leave unchecked

... or ... Entitlement starts when MSL title is authorized

Leave unchecked

... or ... Entitlement starts (otherwise)

Leave blank

Entitlement ends on same day as contract

Leave unchecked

... or ... Entitlement ends

Enter number of months of duration of each enrollment or contract period (period stats on most recent anniversary date)

... after its ...

Choose "Month(s)"

(unlabeled)

Choose "nearest anniversary date"

... or ... Entitlement ends

Leave blank

Anniversary date

Enter the initial anniversary date (or date of signature) of the original agreement.  This date will be used to determine the nearest anniversary when calculating various charges.