Install and Configure ServiceMax > Settings Library > Standard Settings > Entitlement Verification > Entitlement Verification - Auto-Entitlement-Work-Order
Entitlement Verification - Auto-Entitlement-Work-Order
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-Work-Order
Setting ID
Setting Name
Description
Data Type
Default Value
SET001
Enable Auto Entitlement For Work Order
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.
Boolean
False
SET002
Auto Calculate Billing Type In Auto-Entitlement
This setting determines whether billing type should be set on saving of the Auto Entitlement.
Boolean
False
SET003
Effective date to use in Work Order 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 date field on Work Order object.
Text
Today
SET004
Enable Service based Entitlement
Indicates if Service-based entitlement check is enabled on Work Order. 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 Work Order Billing Type is set to the configured value which has to be a picklist value defined for the field.
Text
SET006
Enable Auto-Entitlement to Run as an ‘After Save’ webservice on an SFM
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.
Boolean
False
SET007
Prioritize Entitled Service Contracts Based On.
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.
* 
Refer to the Salesforce documentationOrder Byto know what data types can be configured for the Order By clause.
Text
CreatedDate
SET008
Order of Entitled Service Contract Prioritization.
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.
* 
Picklist
Ascending
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