Configure the Balance Amount Payout Rule

The Balance Amount Payout Rule pays out a remaining balance or transfers remaining balance units to another balance. This rule is primarily meant to pay out or transfer balances that are being end-dated using the End Date Balance Period setting at the ruleset level in the entitlement. The rule is similar to the Balance Carryover Rule, but pays out or transfers the remaining balance instead of carrying it over to another balance period.

Consider the following before configuring this rule:

• If you’re configuring the rule to pay out the remaining balance, select the Convert to pay checkbox.
• If you’re configuring the rule to transfer the remaining balance to another balance, use the Transfer amount to balance setting.
• Note: You shouldn’t use both of these settings. Choose the setting that applies to your use case.

To add the Balance Amount Payout Rule to your end-date entitlement:

1. In the Rules and Qualifiers section, click the add icon () and then click Rule.
2. Configure the rule’s details. See Add Rules to Entitlements.
3. Important: Leave the Use Rollover Recurrence and Prorate Grant on Rollover Recurrence checkboxes cleared.
3. In the Type drop-down list, select Balance Amount Payout Rule.
4. Configure the rule’s settings. See Balance Amount Payout Rule.
5. Click Save.