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FS Create Entitlement Business Service

The Field Service Create Entitlement business service is used in the process of entitlement creation. For more information about how workflow processes use the business service methods, see FS - Create Entitlement Workflow.

This business service includes the following methods:

• CreateCoveredProds Method
• CreateEntitlements Method
• GetEntitlementTemplates Method
• ValidateEntitlementTemplates Method

Process Flow for Creating Entitlements

Users click the Auto Entitlement button to automatically associate an entitlement with a quote or order. For more information, see Configuring Auto-Entitlement for Quotes and Orders.

The FS Create Entitlement business service completes the following steps when the user clicks the Auto Entitlement button and the FS - Create Entitlement workflow process begins:

1. Checks whether the agreement is valid.
2. Retrieves the appropriate business components.
3. Retrieves the details for each agreement line item.
4. If the agreement Product ID is not empty, then retrieves the entitlement templates applicable to the agreement line item product by setting the Product ID on the product entitlement template.
5. For each of the product entitlement templates, completes the following steps:
   1. Checks to make sure the current template was not already used in generating entitlements for the agreement.
   2. Creates a new entitlement from the template.
   3. Copies over the entitlement service metrics, preventive maintenance, pricing, and service details.
   4. If the Include Account check box is selected on the entitlement template, then copies over the account information from the agreement, and uses the settings from the template.
   5. If the Include Contact check box is selected on the entitlement template, then copies over the contact information from agreement, and uses the settings from the template.
   6. If the Account All Contacts check box is selected on the entitlement template, then copies over all the contacts from the account.
   7. If the Account All Products check box is selected on the entitlement template, then copies over all the products from the account, and adds the products to the entitlement with the corresponding asset number.
   8. If the Contact All Products check box is selected on the entitlement template, then copies over all the products, including asset IDs, associated with the contact.