Updating Quantities for Covered Work Plans using Service Contract Coverage
When a Work Plan is entitled through a Covered Work Plan on a Service Contract, the system updates the Allocated, Remaining, and Consumed Quantity fields on the Covered Work Plan.
Entitling a Work Plan through a Covered Work Plan on a Service Contract 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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If 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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Consumed Quantity Calculation
Upon Work Plan completion, 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.
• If the unit is Amount: Consumed Quantity equals the sum of the Billable Line Price from all Work Detail lines associated with the Work Order, grouped by Work Plan assignment.
Flow Configuration for Consumed Quantity
By default, the Evaluate Consumed Quantity on Service Product flow (Flow028) calculates the consumed quantity for each covered work plan 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.
The Evaluate Consumed Quantity on Work Order Completion flow (Flow029) is disabled by default. To calculate consumed quantity at Work Order completion, enable the Evaluate Consumed Quantity on Work Order Completion flow (Flow029) and disable the Evaluate Consumed Quantity on Service Product flow (Flow028). When the Evaluate Consumed Quantity on Work Order Completion flow is active, consumed quantity is calculated for all Service Products on the Work Order when the Work Order status changes to completed, regardless of individual Service Product status.
For more information on managing flows, see Managing Package Flows.
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