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Siebel Field Service Guide > Agreements > Process of Setting Up Entitlements >
Setting System Preferences for Verifying Entitlements
System Preferences have three settings (see Table 41) that determine the action of the Verify button. For more information, see Service Requests Views.
Table 41. System Preferences for Verifying Entitlements
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Entitlement: Verify Consumer |
Sets the conditions for checking the authorization of the contact requesting service. If TRUE, the entitlements displayed must meet one of these criteria:
- The contact for the entitlement matches the service request contact.
- The entitlement account is set to All Contacts, and the entitlement account matches the service request account or the account for the contact for the service request.
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Entitlement: Verify Dates |
Checks that the service request falls within the time span of the entitlement. If TRUE, the entitlements displayed are only those that provide coverage on the date the service request was opened: a date between the start and end dates for the entitlement. If the entitlement has no start or end date, it does not appear. |
Entitlement: Verify Product |
Checks that the asset or product is entitled to service. If TRUE, the agreements displayed must meet one of these criteria:
- The entitlement asset matches an asset in the service request.
- The entitlement product matches a product in the service request (no asset or serial number specified).
- The entitlement is set to All Products and the product or asset for the entitlement matches the product or asset for the service request.
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To set system preferences for entitlements
- Navigate to the Administration - Application screen > System Preferences view.
- Query for entitlements. For more information about system preferences, see Setting System Preferences for Verifying Entitlements.
- Enter TRUE or FALSE in the System Preferences Value field.
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