Field Name | Field Description | ||
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Include Future Entitlements | Select this checkbox to include all future entitlements in the list of interactive entitlements.
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Include Expired Entitlements | Select the checkbox to include all expired entitlements in the list of interactive entitlements.
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Include Fully Consumed Services | Select the checkbox to include all the fully-consumed Entitled Services in the Interactive Entitlement screen.
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Allow users to override these settings at run time | Select this checkbox to allow users to override these configurations while executing the rule.
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Covered By | Select an option from the drop-down list. The available options are: • Account • Asset | ||
Asset-Based Interactive Entitlement Configuration | |||
Match account field with case | Select this checkbox to match the Account field with the case.
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Select the Account field to match | Select Account ID from the drop-down list to match the case.
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Select the Asset field to match | Select the Asset ID from the drop-down list to match the case. | ||
Check for coverage on root asset | Select this checkbox to check for rule coverage on root asset | ||
Check for coverage on parent asset | Select this checkbox to check for rule coverage on parent asset | ||
Select Billing Type when no coverage found | Select the appropriate option from the drop-down list to check the entitlement when there is no Coverage found. • Contract • Warranty • Billable • Goodwill • Non-billable | ||
Account-Based Interactive Entitlement Configuration | |||
Select the Account field to match | Select the account ID from the drop-down list to match the Case object. | ||
Select Billing Type when no coverage found | Select the appropriate option from the drop-down list to check the entitlement when there is no Coverage found. • Contract • Warranty • Billable • Goodwill • Non-billable |