Install and Configure ServiceMax > Settings Library > Standard Settings > Entitlement Verification > Entitlement Verification - Auto-Entitlement-Case
Entitlement Verification - Auto-Entitlement-Case
1. Navigate to ServiceMax Setup > App Administration > Configuration Profiles.
2. Click Org Profiles tab.
3. Select the Active profile.
4. Click Settings tab.
5. Expand the module and the submodule to view the relevant settings.
Module: Entitlement Verification; Submodule: Auto-Entitlement-Case
Setting ID
Setting Name
Description
Data Type
Default Value
SET001
Enable Auto Entitlement
Indicates if auto-entitlement feature is enabled. If set to true, entitlement check is performed every time a Case is created or updated.
Boolean
False
SET002
Auto Calculate Billing Type
This setting determines whether billing type should be set on saving of the Auto Entitlement.
Boolean
True
SET003
Effective date to use in Case Auto Entitlement check
This setting defines the date to be used to perform entitlement. It can be set to the keyword TODAY or API name of any date field on Case object.
Text
Today
SET004
Enable Service based Entitlement
Indicates if Service-based entitlement check is enabled on Case. If set to true, increments the usage of applicable service in Service Contract
Boolean
False
SET005
Billing Type when Contract not found
When SET002 is TRUE and Auto entitlement rules do not find a matching warranty or service contract, the Case Billing Type is set to the configured value which has to be a picklist value defined for the field.
Text
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