Entitlement Verification - Work Order Entitlement VF

Install and Configure ServiceMax > Settings Library > Standard Settings > Entitlement Verification > Entitlement Verification - Work Order Entitlement VF

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: Work Order Entitlement VF

Setting ID

Setting Name

Description

Data Type

Default Value

SET001

Show Future Entitlements

Based on this setting, entitlement verification includes future (yet to be effective) contracts and warranties in the result set. This setting can be used in combination with Allow Entitlement Filters to determine whether end users can override this setting value on the entitlement screen.

Boolean

True

SET002

Show Expired Entitlements

Based on this setting, entitlement verification includes expired contracts and warranties in the result set. This setting can be used in combination with Allow Entitlement Filters to determine whether end users can override this setting value on the entitlement screen.

Boolean

True

SET003

Default Entitlement Type

This setting decides whether entitlement check is run at product or at account level. If set to Account, product information in work order is ignored and all valid service contracts for the account are returned.

Picklist

Product

SET004

Match Account in Entitlement Check

If this is set to true, a service contract is displayed in the result set only if the account on the service contract matches the account on work order.

Boolean

True

SET005

Match Contact In Entitlement Check

If this is set to true, a service contract is displayed in the result set only if the contact on work order is one of the entitled contacts listed in the service contract.

Boolean

True

SET006

Applicable SLA Coverage & Validity Dates Level

This setting determines whether SLA coverage and Validity dates for a contract are determined at the service contract level or at the covered products/locations level.

Picklist

Contract header level

SET007

Check Coverage On Parent Product

This setting determines whether parent installed product of the specified IB should be considered in the scope of entitlement verification.

Boolean

True

SET008

Check Coverage On Top-Level Product

This setting determines whether the top-level installed product of the specified IB should be considered in the scope of entitlement verification.

Boolean

True

SET009

Check Coverage On Child Product

This setting determines whether child installed products of the specified IB should be considered in the scope of entitlement verification.

Boolean

True

SET010

Check Coverage On Part Number

This setting determines whether product coverage should be verified against the part number of the given installed products.

Boolean

True

SET011

Check Coverage On Product Family

This setting determines whether product coverage should be verified against the product family of the given installed products.

Boolean

True

SET012

Check Coverage On Product Line

This setting determines whether product coverage should be verified against the product line of the given installed products.

Boolean

True

SET013

Number of Child Level Iterations

If entitlement verification must cover child installed products, this setting determines the number of levels in the hierarchy to be considered.

Number

SET016

Allow Entitlement Filters

This setting determines if end users can override the Entitlement Check options configured by the administrator.

Boolean

True

SET017

Auto Calculate Billing Type

This setting determines whether billing type should be set on saving of the selected entitlement.

Boolean

True

SET018

Go back to Work Order on Save Entitlement

This setting determines whether to navigate to Work Order page on save entitlement or remain on same page.

Boolean

True

SET019

VF Page Name for Record View Tab

This setting indicates the name of the VisualForce page to be used to load in iFrame in Record View Tab

Text

/apex/SVMXC__COMM_Detail?pid=

SET020

Match Location

If this is set to true, a service contract is displayed in the entitlement result set only if the location on Work Order is one of the covered locations listed on the service contract

Boolean

False

SET021

Effective date to use in Work Order Interactive 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

SET022

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

SET023

Consider only qualified services for Work Order Entitlement

This setting applies when Service based entitlement (SET022) is enabled for Work Order. If this setting is true, only the qualified services are considered. Else, all the services are considered.

Boolean

True

SET024

Enable entitlement based on Products Serviced lines

When this group setting is set to True and SET025 (Enable New Interactive Entitlement page) is set to True, entitlement is performed on each Products Serviced Work Detail line in the work order. When either of these settings is set to False, entitlement is performed on the work order.

Boolean

False

SET025

Enable New Interactive Entitlement page

When this group setting set to True, the new, enhanced, HTML-5 based page is used for interactive entitlement. When set to False, the old Visualforce page is used.

Boolean

False

SET026

Show all Products Serviced lines

When this group setting is set to True, all Products Serviced lines in the work order are displayed in the interactive entitlement page when the page loads. When set to False, only non-entitled Products Serviced Lines are displayed in the interactive entitlement page. This setting applies when entitlement based on Products Serviced lines is enabled.

Boolean

False

SET027

Entitlement type considered for Interactive Entitlement

Choose whether warranty, service contract or both are considered when performing interactive entitlement check.

Picklist

Both

SET028

Validity Attributes considered for Interactive Entitlement

Choose whether counters, dates or both on warranties and service contracts are considered when performing interactive entitlement check.

Picklist

Dates

SET029

Unlimited Value Equals

This setting determines the unlimited value for Included Service's Allowed units. The default value is 0 which preserves backwards compatibility with Summer 16 and earlier releases.

• The SET029 setting displays a visual indicator, Unlimited in the Interactive Entitlement UI when its value matches the Allowed Units. This setting is for informational only and does not impact the entitlement behavior.

• To allow unlimited service consumption in Auto-Entitlement or Interactive Entitlement, configure a sufficiently high value in the Allowed Units field.

Number

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