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10Hi,
I've been trying to produce a find within CRM which allows me to show our accounts which match on two different entitlements. Which at the moment I can't seem to create one that produces the correct filtered result. In summary, I need to search for accounts in which they have active(status) software assurance (name of entitlement) where product name is x, AND where they have a Software licence (entitlement name) which has the end date on or before x date for the product x.
I've tried to do this via the customer entity, however this only ever returned one or the other, and I couldn't group the entitlement AND within the customer advance find.
I've got closest to my match using the Entitlement find. Where it looks like this:
product = x
status = active
entitlement name = software assurance
customer (Account) contains data
Entitlement (customer) contains data
AND end date 'on or before' 1/1/2019
AND product = x
AND entitlement name = software licence
This brings me back a good selection of results. The find shows me all customers which have software assurance which is active, but the software licences are mix and despite being within an 'AND', it shows all customers where they could have a combination of different entitlements for Software Licence which match the search. For example:
Customer A has the following entitlements:
Software Assurance Active
Software licence | Expired | end date 2018 | product x
Software Licence | Active | End date 2019 | Product y
So it matched on Software Assurance and then using a mix of the software licences, matched on the other criteria.
I've tried changing the search, but everything I try seems to either increase the results or give me nothing.
Am I missing something here, I just can't seem to get my head around this one.
Thanks,
Ben
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