How To Generate Entitlements For Several Agreement Line Items At A Time
Last updated on NOVEMBER 20, 2017
Applies to:Siebel Call Center - Version 18.104.22.168  and later
Information in this document applies to any platform.
***Checked for relevance on 08-Dec-2016***
Up to Siebel version 7.5.x, the Auto-Entitlement functionality would verify all agreement lines during the entitlement template lookup, and for each line item whose product satisfied the requirement to be entitled for service, all entitlements are associated to the agreement, across all agreement line items.
In response to Enhancement Request <Bug 10477018> [CR#12-LZDMYV], from Siebel version 7.8, the Auto-Entitlement functionality has been implemented as a workflow process, which will process a single agreement line item.
Siebel Field Service Guide > Agreements and Entitlements > Workflows for Entitlement Creation and Verification > FS - Create Entitlement Workflow documents this new implementation:
* Workflow process "FS - Create Entitlement" workflow is invoked for the "Auto Entitlement" button in view Agreements > Agreement List > Line Items.
* The following methods of business service 'FS Create Entitlement' are used by the workflow process:
GetEntitlementTemplates => Input Arg = ProdId
As you can see, the Business Service uses "ProdId" to generate the Entitlements. Therefore, it can only be done one line at a time.
A new Enhancement Request has been created to request that an "Entitle Selected" or "Entitle All" button should be provided, as well:
<Bug 10523632>: [CR#12-1JC7UZF][FR#12-1JC7V0J] The Entitle button should create multiple entitlement records automatically for all the agreement line items.
This request has been rejected by engineering.
How can the requirement to generate all entitlements across all agreement line items be implemented in the current Siebel versions 7.8.2.x and above?
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