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Auto Entitlement settings should be improved

Auto Entitlement settings should be improved

Auto Entitlement settings should be improved

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Under Auto Entitlement settings, there is a setting to disable auto-entitlement if multiple warranties and/or service contracts are found. However, this setting only applies if more than one service contract or warranty exist. i.e. if there is one Warranty and one Service Contract, the auto entitlement is not disabled even if the setting to disable auto entitlement for multiple warranties/or service contracts is checked

The settings should be more extensive so that you can define if the Work Order is entitled based on available contracts and warranties if more than one exists: 

  • Auto entitle against Service Contract if only one contract (and no Product Warranty) found
  • Auto entitle against warranty if only one Product Warranty (and no Service Contract) found
  • Set to Not Covered if no contract or warranty found
  • Manual Entitlement Required – more than one contract/warranty found, user to select entitlement

Also, it should be possible to add the dimension of Work Order Type into the automation, ex. Preventive Maintenance or Training Work Orders would never be auto-entitled against Product Warranty. 

What is the underlying problem do you intend to solve with this idea?
Automate the entitlement so that we always charge the customer with the right pricing
How is the problem being addressed today, if at all?
Manual Entitlement
Product Area?
Entitlements
What version of ServiceMax are you on?
20.1