Siebel Field Service Guide > Agreements > Workflows for Entitlement Creation and Verification >

Workflow to Verify Entitlements on a Quote

This workflow automates the process of verifying entitlements on a quote. The workflow is called FS - Verify Entitlement Quote Best Price. The workflow cycles through all the entitlements for product line items of a quote and identifies the best-priced entitlement for each line item, and then the workflow stamps the ID of the best entitlement on each line item. Figure 7 illustrates this workflow.

Figure 7. FS - Verify Entitlement Quote Best Price
Click for full size image
Workflow Requirements

Some data setup is required to allow this workflow to function:

  • The quote account must have an agreement with a pricing-type entitlement.
  • Values for Products, Type of Calculation and Adjustment Value must be defined on the Agreements screen > Entitlements > Price Details view.
Siebel Field Service Guide Copyright © 2007, Oracle. All rights reserved.