Create entitlements for CSM entities
Create an entitlement for a Customer Service Management entity such as an account, a consumer, or a product.
Before you begin
Role required: sn_customerservice_manager or admin
Procedure
-
Navigate to All > Customer Service > Contracts > Entitlements.
You can also create an entitlement from the Entitlements related list on the Account and Contract forms.
-
Click New at the top of the Entitlements list.
-
Fill in the fields on the Entitlement form.
|
Field |
Definition |
|---|---|
|
Name |
The name of the entitlement. |
|
Product |
The product model associated with this entitlement. |
|
Account |
The name of the account associated with this entitlement. |
|
Consumer |
The name of the consumer associated with this entitlement. |
|
Contract |
The contract number associated with this entitlement . |
|
Asset |
The asset tag number or the serial number of the asset associated with this entitlement. |
|
Active |
Check this box to enable the entitlement. Active entitlements are available for selection when creating a new case. |
|
Channel |
One or more communication channels associated with this entitlement. - Email
|
|
Install Base Item |
The install base item associated with the entitlement. Configure the form layout to add the Install Base Item field.Note: This field is only available if the Customer Service Install Base Management plugin (com.snc.install_base) is installed. |
|
Sold Product |
The sold product associated with the entitlement. Configure the form layout to add the Sold Product field.Note: This field is only available if the Customer Service Install Base Management plugin (com.snc.install_base) is installed. |
|
Business hours |
The schedule associated with this entitlement. |
|
Start date |
The start date for this entitlement. |
|
End date |
The end date for this entitlement. |
|
Total Units |
The total number of units designated for this entitlement. This field is active if the Per unit check box is enabled. |
|
Remaining Units |
The number of available units that are remaining for this entitlement. This field is active if the Per unit check box is enabled. This field is updated using business rules.
|
|
Unit |
The type of unit being measured for this entitlement: Cases or Hours. |
|
Per unit |
Select this check box to enable unit counters. If enabled, the Total Units and Remaining Units fields are activated. |
---
title: Create entitlements for CSM entities
description: Create an entitlement for a Customer Service Management entity such as an account, a consumer, or a product.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/c\_CreateAnEntitlement.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure entitlements, Product data, Set up your environment, Configure, Customer Service Management]
---
# Create entitlements for CSM entities
Create an entitlement for a Customer Service Management entity such as an account, a consumer, or a product.
## Before you begin
Role required: sn\_customerservice\_manager or admin
## Procedure
1. Navigate to **All** > **Customer Service** > **Contracts** > **Entitlements**.
You can also create an entitlement from the **Entitlements** related list on the Account and Contract forms.
2. Click **New** at the top of the Entitlements list.
3. Fill in the fields on the Entitlement form.
<table id="table_fyv_dtr_bs"><thead><tr><th>
Field
</th><th>
Definition
</th></tr></thead><tbody><tr><td>
Name
</td><td>
The name of the entitlement.
</td></tr><tr><td>
Product
</td><td>
The product model associated with this entitlement.
</td></tr><tr><td>
Account
</td><td>
The name of the account associated with this entitlement.
</td></tr><tr><td>
Consumer
</td><td>
The name of the consumer associated with this entitlement.
</td></tr><tr><td>
Contract
</td><td>
The contract number associated with this entitlement .
</td></tr><tr><td>
Asset
</td><td>
The asset tag number or the serial number of the asset associated with this entitlement.
</td></tr><tr><td>
Active
</td><td>
Check this box to enable the entitlement. Active entitlements are available for selection when creating a new case.
</td></tr><tr><td>
Channel
</td><td>
One or more communication channels associated with this entitlement. - Email
- Web
- Phone
- Chat
</td></tr><tr><td>
Install Base Item
</td><td>
The install base item associated with the entitlement. Configure the form layout to add the **Install Base Item** field.**Note:** This field is only available if the Customer Service Install Base Management plugin \(com.snc.install\_base\) is installed.
</td></tr><tr><td>
Sold Product
</td><td>
The sold product associated with the entitlement. Configure the form layout to add the **Sold Product** field.**Note:** This field is only available if the Customer Service Install Base Management plugin \(com.snc.install\_base\) is installed.
</td></tr><tr><td>
Business hours
</td><td>
The schedule associated with this entitlement.
</td></tr><tr><td>
Start date
</td><td>
The start date for this entitlement.
</td></tr><tr><td>
End date
</td><td>
The end date for this entitlement.
</td></tr><tr><td>
Total Units
</td><td>
The total number of units designated for this entitlement. This field is active if the **Per unit** check box is enabled.
</td></tr><tr><td>
Remaining Units
</td><td>
The number of available units that are remaining for this entitlement. This field is active if the **Per unit** check box is enabled. This field is updated using business rules.
- When using cases as the unit type, the **Update case entitlement on Close** business rule updates this field when a case for a product, asset, company, or contract that has an associated entitlement is closed.
- To use hours as the unit type, customers must create a separate business rule. For example, create a rule that is applied to the amount of time an agent spends on a case. When a case is resolved, deduct the hours spent from the total service hours available in the entitlement.
</td></tr><tr><td>
Unit
</td><td>
The type of unit being measured for this entitlement: **Cases** or **Hours**.
</td></tr><tr><td>
Per unit
</td><td>
Select this check box to enable unit counters. If enabled, the **Total Units** and **Remaining Units** fields are activated.
</td></tr></tbody>
</table>4. Click **Submit**.
| title | Create entitlements for CSM entities |
| description | Create an entitlement for a Customer Service Management entity such as an account, a consumer, or a product. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/c\_CreateAnEntitlement.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configure entitlementsProduct dataSet up your environmentConfigureCustomer Service Management |