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

Creating Entitlements (End User)

You can automatically and manually create entitlements. Entitlements contain information about the level of service for a customer.

You can automatically create entitlements for agreement line items. Entitlement templates must be associated with the product on the agreement line item before you can automatically create entitlements using the Auto Entitlement button. For more information, see Defining Products for Entitlement Templates.

If you later select the Auto Entitlement button again, then any new entitlements are associated with the agreement line item, but the entitlements that are already associated with the agreement line item do not change.

This task is a step in Process of Managing Entitlements.

To automatically create entitlements for agreement line items

1. Navigate to the Agreements screen, then the List view.
2. Drill down on the Name field for a selected agreement.
3. In the Line Items view, click Auto Entitlement.

   Entitlements are automatically created for all of the line items in the agreement.

You can also manually create an entitlement for an agreement.

To manually create an entitlement for an agreement

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

   Some fields are described in the following table.

   Field	Comments
   Type	Select the type of entitlement.
   Transferable Flag	Select this check box to indicate the entitlement transfers from a removed asset to an installed asset when recording an asset swap. For more information, see Asset Swaps.