Auto-Entitlement Rules
Auto Entitlement Rules for Case
To view the auto-entitlements page, go to Home > ServiceMax Setup > Warranties & Service Contracts > Auto Entitlement Rules - Case. You can define rules based on Case information to perform automatic entitlement for created cases.
Auto Entitlement Rules for Work Order
To view auto-entitlements page, go to Home > ServiceMax Setup > Warranties & Service Contracts > Auto Entitlement Rules - Work Order. You can define rules based on Work Order information to perform automatic entitlement for created Work Orders.
In the auto-entitlement screens (Cases and Work Orders), you can perform the following actions:
• To create a new auto-entitlement rule, click New Rule.
• To edit an existing auto-entitlement rule, select the rule from the list and then click Edit Rule.
• To remove an auto-entitlement rule, select the rule from the list and then click Delete Rule.
• Click the Save button to save the rule.
• Click the Cancel button to cancel the rule.
• Click the Rule Sequence button to change the order sequence of the rules.
• Click Back To Setup Home to return to the ServiceMax Setup home page.
 | Considering the unique nature of auto-entitlement rules, the ServiceMax installation does not create any pre-configured rules. All auto-entitlement rules must be created based on your organization’s requirements. |