Creating/Editing Auto-Entitlement Work Order Rules
To create a new auto-entitlement rule for a Work Order:
1. Click New Rule in the Auto-Entitlements screen. A sample Auto-Entitlement rule screen appears below. Alternatively, select the rule and then click Edit to edit an existing rule. Clone and Edit modes display the same screen.
2. In the Auto-Entitlement rule for Work Orders screen:
◦ Enter the rule name. Make sure this name distinctly identifies the purpose of the rule and is readable. For example “High priority work orders from ABC company.”
◦ Enter a detailed description of the rule.
◦ Using the combination of Work Order field name, operator and value, enter the applicable entry criteria for this rule. Only those Work Orders that match the criteria will be entitled using the rule. Make sure the entry criteria are exclusive to each rule. Use the buttons marked with x and + to remove and add conditions respectively. If required, use the Advanced Expression to enter conditions such as (1 AND 2) OR 3.
◦ When entering values in the expressions, in addition to literal values, you can use the pre-defined values listed in the table above for certain field types.
3. Select whether you want the entitlement to be done at the Account or Product level. Select Product or Account. Note that the auto-entitlement parameters vary based on the level at which you want to do the entitlement.
4. Enter your preferences for various auto-entitlement parameters:
Product Level Parameters
◦ Should the parent installed product of the Component be included in the entitlement check?
◦ Should the parent installed product of the Component be included in the entitlement check?
◦ Should the top-level installed product of the Component be included in the entitlement check?
◦ Should auto-entitlement consider only warranties or service contracts or both?
◦ If multiple warranties and/or service contracts are found, how should auto-entitlement identify the most suitable match?
◦ Should warranties and service contracts be searched using counters or validity dates or both?
Account Level Parameters
◦ Should entitlement be performed on Products Serviced? If Yes, and there are no Products Serviced, no entitlements will be applied?
◦ Should the Contact on the Work Order be matched with the contacts entitled in the Service Contract?
◦ Should Location on Work Order be included in entitlement check?
5. Specify the settings, then click Save.
6. If you want to cancel the rule, click the Cancel button.
7. If editing a rule, click the Rule Sequence button to rearrange the order of rules.
8. Click the Return to Setup Home button to return to the Setup Home page.