Install and Configure ServiceMax > Settings Library > Setting: Entitlement > Entitlement Verification - Auto Entitlement-Work Order
Entitlement Verification - Auto Entitlement-Work Order
Module: Entitlement Verification Sub Module: Auto Entitlement-Work Order
Setting Id
Setting Type
Default Value
Setting Name & Details
SET001
Global
False
Name: Enable Auto Entitlement For Work Order
Description: Indicates if auto-entitlement feature is enabled for work orders. If set to true, entitlement check is performed every time a Work Order is created or updated.
Values: True, False
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SET002
Global
False
Name: Auto Calculate Billing Type In Auto-Entitlement
Description: This setting determines whether billing type should be set on saving of the Auto Entitlement.
Values: True, False
SET003
Global
Today
Name: Effective date to use in Work Order Auto Entitlement check
Description: This setting defines the date to be used to perform entitlement. It can be set to the keyword TODAY or API name of date field on Work Order object.
Values: Today, API name of date field on the Work Order.
SET004
Global
False
Name: Enable Service based Entitlement
Description: Indicates if Service-based entitlement check is enabled on Work Order. If set to true, increments the usage of applicable service in the Service Contract.
Values: True, False
SET005
Global
Name: Billing Type when Contract not found
Description: When SET002 is TRUE and Auto entitlement rules do not find a matching warranty or service contract, the Work Order Billing Type is set to the configured value which has to be a picklist value defined for the field.
SET006
Global
False
Name: Enable Auto-Entitlement to Run as an ‘After Save’ webservice on an SFM
Description: Updating this Setting to True will allow the Auto-Entitlement webservice to run after an SFM Transaction completes its save action, which ensures that auto-entitlement will run on both the WO Header record, and the WO child records.
Values: True, False
SET007
Global
CreatedDate
Name: Prioritize Entitled Service Contracts Based On
Description: When the entitlement engine runs and qualifies more than one valid service contract for entitlement to a work order, the field indicated in this setting will be used to determine the order in which the service contracts should be prioritized. Please populate the setting with the Service contract field’s API name. This field works in cooperation with SET008 to determine prioritization order.
Values: CreatedDate
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Refer to the Salesforce documentation Order By to know what data types can be configured for the Order By clause.
SET008
Global
Ascending
Name: Order of Entitled Service Contract Prioritization
Description: When the entitlement engine runs and qualifies more than one valid service contract for entitlement to a work order, the field indicated in SET007 will determine how the service contracts should be prioritized. Populate this setting with the order in which the service contract field will proceed: Ascending Order or Descending Order.
Values: Ascending, Descending
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