Create a work order and add work order products and services

Completed

Now that you have an active entitlement, you can create a work order that your entitlement applies to.

The following screenshot shows a work order with a billing account that's the same as the primary customer of the entitlement. This factor will trigger the entitlement to apply to this work order.

Screenshot of an entitlement work order.

Select the Products tab to view work order products. Typically, you can add products to work orders manually or automatically from work order incidents.

Screenshot showing some work order products.

On the General tab of the work order product, the entitlement is automatically chosen. The price list that's chosen on the entitlement will be added to the work order product as well, even if it differs from the price list on the work order.

Screenshot showing an attached entitlement.

The work order price list applies to work order products and services by default, but an entitlement will override this default and will apply directly to the work order products and services.

The discount percentage is also applied because of the entitlement, and this value will edit the estimate total amount. If the work order line status is changed from Estimated to Used, this discount percentage is the price that's billed to the customer.

Screenshot of the Estimate Information tab.