1. Pull up the account and click the plus sign

2. Create a case under Sold To

3. Case Type: Pricing

4. Case Sub Type: Discount

5. Who called in by:

6. Add description

7. Save

8. Go to Cview Pricing Tile to check if customer has an existing discount (proceed if none)

9. Go back to CRM Pricing Tab

10. Fill in field for Discount Type: Military

11. Fill in field for year of Service: Year when they joined the service

12. Follow call script

13. Click Applications Tab in CRM

14. Select Business Services

15. Logon the Service Now using your AmeriGas Production ID

16. Fill in the applicable fields

17. Submit

18. Copy RITM No

19. Under Summary Tab in CRM go to Flags > paste RITM No to the Service Now Ticket

20. Add Notes & Activities

21. Add to Business Services Queue

22. Save & Close