Siebel Field Service Guide > Agreements > Process of Creating Entitlements >

Defining Entitlements


This topic contains procedures for common tasks, such as creating entitlements, and associating them with products, assets, and accounts.

This topic contains the following related procedures:

To automatically create entitlements for an agreement line item

  1. Navigate to the Agreements screen > List view.
  2. Drill down on the Name field for a selected agreement record and click the Line Items view tab.
  3. Select a line item (product record) and click Entitle.

    NOTE:  Entitlement templates must already be associated with the product on the agreement line item before you attempt to automatically create entitlements using the Entitle button.

To manually add entitlements to an agreement

  1. Navigate to the Agreements screen > List view.
  2. Drill down on the Name field for a selected agreement record and click the Entitlements view tab.
  3. Create a new record and complete the fields as appropriate.

To manually associate accounts with entitlements

  1. Navigate to the Entitlements screen > Agreement Entitlements view.
  2. Select an entitlement and click the Accounts view tab.
  3. Create a new record and complete the fields as appropriate.
  4. (Optional) To provide complete coverage under the selected entitlement, select the All Products field.

To manually associate contacts with entitlements

  1. Navigate to the Entitlements screen > Agreement Entitlements view.
  2. Select an entitlement and click the Contacts view tab.
  3. Create a new record and complete the fields as appropriate.
  4. (Optional) To provide complete coverage under the selected entitlement, select the All Products field.

To manually associate products and assets with entitlements

  1. Navigate to the Entitlements screen > Agreement Entitlements view.
  2. Select an entitlement and click the Products view tab.
  3. Create a new record and complete the fields as appropriate.
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