Coverage Check on Work Plans Added Directly to Work Order

Service Modules > Contracts, Warranties, and Entitlements > Entitlement Management > Entitlement Rules > Service Product and Work Plan Entitlements > Entitlement Rule for Work Order > Creating an Entitlement Rule for Service Contract Coverage > Coverage Check on Work Plans Added Directly to Work Order

Use the Work Plans Added Directly to Work Order section to configure how the entitlement engine determines Service Contract coverage for Work Plans that are added directly to a Work Order. Coverage is evaluated using match fields. These fields compare attributes such as Date, Location, Account, and Contact from the Work Order with corresponding values on the Service Contract to identify valid coverage.

After completing the General and Rule Settings sections in Creating an Entitlement Rule for Service Contract Coverage topic and Service Product and its Work Plans section in Selecting Match Fields to Find Coverage topic, configure the match fields in the Work Plans added directly to Work Order section to define how the system identifies Service Contract coverage.

If coverage evaluation for Work Plans added directly to the Work Order is not required, leave this section blank and save the rule.

To configure coverage checks for Work Plans added directly to a Work Order:

1. On the Entitlement Rules page, scroll to the Work Plans Added Directly to Work Order section.

The following table describes each match field and how it is used to evaluate Service Contract coverage for a Work Plan added directly to a Work Order.

Field

Description

Match Date

Select Date Field

Select the required Date field to check coverage. The Work Order’s Date field is compared with Covered Work Plan’s or Service Contract’s Start Date and End Date. For example, the Schedule Date is configured for Work Order object in the entitlement rule. If the work order’s Schedule Date falls within Covered Work Plan’s or Service Contract’s Start Date and End Date, the Service Contract is considered for entitlement.

Match Account

Select Account Field

Select the required Account field to match with Service Contract’s Account. The Work Order’s Account is matched with Service Contract’s Account. For example, if the Work Order’s and Service Contract’s Account is Global Hospital, and if the configured date falls within Covered Work Plan’s or Service Contract’s Start Date and End Date, the engine displays the coverage during entitlement check.

Match Location

Select Location Field

Select the required Location field to match with Covered Work Plan’s Location. The Work Order’s Location field is matched with Covered Work Plan’s Location. For example, if the Work Order’s and Covered Work Plan’s location is Bangalore, and if the configured date falls within Covered Product’s or Service Contract’s Start Date and End Date, the engine displays the coverage during entitlement check.

Match Contact

Select Contact Field

Select the required Contact field to match with Covered Work Plan’s Contact. The Work Order’s Contact field is matched with Covered Work Plan’s Contact. For example, if the Work Order’s and Covered Work Plan’s Contact is John Smith, and if the configured date falls within Covered Product’s or Service Contract’s Start Date and End Date, the engine displays the coverage during entitlement check.

Match Condition

Use the Match Condition settings to define how entitlement coverage is evaluated based on selected fields from a Work Plan added directly to the Work Order. The system checks for matches against the Service Contract or Covered Product using the following criteria:

• All Selected(AND): All configured match conditions (Date, Location, Account, Contact) must be satisfied for entitlement to be granted.

• Any Selected(OR): Entitlement is granted if at least one of the configured match conditions is satisfied.

By default, the All Selected option is enabled. This ensures that all configured conditions must match for the entitlement to be considered valid.

Ranking Contracts And Warranties

Displays options to define how multiple matching Service Contracts are handled during entitlement checks for the Work Plan added directly to the Work Order.

If multiple matches found

Select any of the following:

• Skip auto assignment: Select this option to skip the entitlement If multiple matches are found after the entitlement rule execution.

• Apply first match based on sort field: Select this option to apply first match based on the configured sort field. If you select this option configure the Select Field to Sort Service Contracts to Sort and Sort Order. If the Select Field to Sort Service Contracts field is Start Date and the Sort Order is Ascending, the engine evaluates all matching Service Contracts and selects the one with the earliest Start Date as the eligible match.

This option is applicable only for the auto-entitlement process.

The fields listed for the selection are from the Work Order object.

2. Click Save.

If you save the rule without any details in the Work Plans added directly to Work Order section, the system displays the following confirmation message. Select Confirm to proceed.

After you acknowledge the prompt, the rule is saved. When this rule runs, it does not perform an entitlement check on Work Plans that are added directly to the Work Order. These Work Plans are not associated with a Service Product.