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

Associating Other Records with Entitlements (End User)

Complete the procedures in this topic to associate other records with an entitlement.

This topic contains the following information:

• Associating Accounts with Entitlements
• Associating Contacts with Entitlements
• Associating Products and Assets with Entitlements

This task is a step in Process of Managing Entitlements.

Associating Accounts with Entitlements

In the Accounts view, you can associate accounts with entitlements.

To associate an account with an entitlement

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

   Some fields are described in the following table.

   Field	Comments
   All Contacts	Select this check box to indicate the entitlement covers all contacts that are associated with the account. Entitlement verification uses this information. For more information, see Entitlement Selection.
   All Products	Select this check box to indicate the entitlement covers all products. Entitlement verification uses this information.

Associating Contacts with Entitlements

In the Contacts view, you can associate the contacts at an account with an entitlement. The records in this view apply when the All Contacts check box (in the Accounts view for the entitlement) is not selected, and the entitlement is valid only for specific individuals.

To associate a contact with an entitlement

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

   Some fields are described in the following table.

   Field	Comments
   Last Name	Displays the last name of the contact that you associate with the entitlement.
   All Products	Select this check box to indicate the entitlement covers all products.

Associating Products and Assets with Entitlements

In the Products view, you can associate assets and products with an entitlement. The records in this view apply when the All Products check box (in the Accounts view for an entitlement) is not selected, and the entitlement is valid only for specific products or assets.

NOTE:  The Line Items view of the Agreements screen shows the products purchased or provided under the agreement. The Products view in the Entitlements view of the Agreements screen shows the level of service provided for each product and asset associated with the agreement.

To associate a product and asset with an entitlement

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