Siebel Field Service Guide > Agreements and Entitlements > Process of Administering Entitlements >

Configuring Auto-Entitlement for Quotes and Orders

Entitlements are part of an agreement and provide a set of pre-negotiated prices that you can use in transactions (quotes and orders). In the quote or order, a user can select an entitlement to apply the order header. The user can also use the auto-entitlement functionality to determine the best entitlement for an order line item. You can configure Siebel Field Service to determine a suitable entitlement for the quote or order header. For more information about generating charges and invoices from agreements, see Charges and Invoices.

To allow entitlement-based pricing, you can add an Auto Entitlement button to the Quote Detail View and Order Entry - Line Items Detail View (Sales). Users can then click this button to automatically associate an entitlement with a quote or order. This button allows entitlement-based pricing for quotes and orders. The prices of the products on the order or quote line item are adjusted by using the entitlement. For more information about how to add buttons to Siebel Business Applications, see Configuring Siebel Business Applications.

NOTE:  For price execution, line item entitlements (if any) override the quote or order entitlement.

This task is a step in Process of Administering Entitlements.

To configure auto-entitlement for quotes and orders

1. Add a button to the following quote and order applets:
   • Quote Item List Applet. The FS - Verify Entitlement Quote Best Price workflow uses this applet.
   • Order Entry - Line Item List Applet (Sales). The FS - Verify Entitlement Order Best Price workflow uses this applet.
2. For each button, call the VerifyEntitlement method.
3. Change the event object for the FS - Verify Entitlement Order Best Price workflow to point to the Order Entry - Line Item List Applet (Sales).

   Typically, this event object points to the Order Entry - Line Item List Applet. For more information, see FS Create Entitlement Business Service.