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

Defining Service Details for Entitlement Templates


In the Service Details view, you can define each type of service that an entitlement covers and the billing terms for each service. Terms can include a fixed service charge and specific billable time, expenses, and parts.

Note the following effects of a service detail record:

  • Service Details apply to the selected activity type and not to a specific entitlement template.
  • No additional charges or discounts are applied to a service request activity if no corresponding service detail record is associated with the entitlement template for the service request.
  • No additional charges or discounts are applied to a billable item for an activity in a service request if no corresponding exception record is associated with the service detail record in the entitlement template for the service request.

This task is a step in Process of Administering Entitlements.

To define service details for an entitlement template

  1. Navigate to the Administration - Contracts screen, then the Entitlement Templates view.
  2. Select an entitlement template record, and click the Service Details view tab.
  3. Create a new service detail record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Type

    Select the type of activity for the service detail record. This required value determines the values in other fields that appear in the Service Details view.

    Expenses Billable

    Select this check box to indicate the service expenses for the entitlement are billable to the customer.

    Parts Billable

    Select this check box to indicate the parts for the entitlement are billable to the customer.

    Service Charge

    Type the amount of a fixed charge to include in the invoice. If service is based on a flat rate, then this charge might be the only charge on the invoice.

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