Updating Quantities for Covered Work Plans
When a Work Plan is entitled through a Covered Work Plan on a Service Contract, the system updates quantities in the Covered Work Plan as follows:
• Allocated Quantity increases by the Quantity Per Transaction.
• Remaining Quantity is calculated as: Remaining Quantity = Agreed Quantity - Allocated Quantity.
Example: If the Agreed Quantity is 100 and the Quantity Per Transaction is 1, after a successful entitlement, the Allocated Quantity becomes 1 and the Remaining Quantity becomes 99.
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When the Unlimited Units checkbox is selected on a Covered Work Plan, the system skips the Remaining Quantity validation during entitlement. The entitlement process proceeds based on the match engine criteria, regardless of the Allocated or Consumed Quantity. For more information, see Adding Covered Work Plans.
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When a Work Plan is completed, the system updates the Consumed Quantity on the associated Covered Work Plan according to its unit of measure:
• If the unit is Hours: Consumed Quantity equals the sum of the Actual Duration from all Service Tasks linked to the assigned Work Plan. If Actual Duration is blank, the system uses the Estimated Duration instead.
• If the unit is Count: Consumed Quantity equals the count of unique combinations of Assigned User + Task Start Date from all Service Tasks linked to the Work Plan.
• If no linked tasks are marked complete: The system sets Consumed Quantity equal to the Allocated Quantity.
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The actual consumed quantity for each covered work plan is automatically calculated when you mark the service product as complete. Make sure you run pricing on at least one service task before you mark all work plans associated with the service product as complete.
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