---
schema_version: "1"
id: b17e313f56d2fe53b0ab14056c6a5f3c1381e670e782f3dd6e33064fc840ea62
title: Work Order Estimation Licenses and Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_manage_licenses.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_manage_licenses.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb0aa930052741e7155834bd68cf34aa166959ec0fc9a6cc1d28b09dddd96209
description: Enable these licenses and assign permission sets to users.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Work Order Estimation Licenses and Permissions

Enable these licenses and assign permission sets to users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png)

Note Permissions related to Omnistudio Document Generation and Salesforce Pricing are applicable only if these features are available in your org and you want to use them in Work Order Estimation.

Enable these licenses.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d15217e74">License</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d15217e77">description</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Salesforce Field Service</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">
            <p>You must enable this for the Work Order Estimation flow to work. For detailed
              instructions, refer to the <a href="https://help.salesforce.com/s/articleView?id=service.fs_overview.htm&amp;type=5&amp;language=en_US" target="_blank">Salesforce Field Service</a> documentation.</p>
            <p style="margin-bottom:0;">You
              must install Field Service Managed Package if you want to use Book Service
              Appointment.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Salesforce Service Contracts and Entitlements</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">
            <p style="margin-bottom:0;">Enable and configure this to make coverage-based discounts available. For detailed
              instructions, refer to the <a href="https://help.salesforce.com/s/articleView?id=service.entitlements_service_contracts_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Salesforce Service Contracts</a>
              documentation.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Omnistudio Standard</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">
            <p style="margin-bottom:0;">Enable and configure Omnistudio Standard if you must modify any of the Omnistudio
              components. For detailed instructions, refer to the <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&amp;type=5&amp;language=en_US" target="_blank">OmniStudio Standard</a> documentation.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Omnistudio Document Generation</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">
            <p style="margin-bottom:0;">This is optional. Enable this if you want to generate a proposal. For detailed
              instructions, refer to the <a href="https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&amp;type=5&amp;language=en_US" target="_blank">Omnistudio Document Generation</a>
              documentation.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Revenue Lifecycle Management - Salesforce Pricing</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">
            <p>This is optional. Set up and configure this feature to enable complex pricing, such as
              discounts based on coverages. </p>
            <p style="margin-bottom:0;">For detailed instructions, refer to the <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_lifecycle_management.htm&amp;type=5&amp;language=en_US" target="_blank">Revenue Lifecycle Management</a> documentation.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="License" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e74 ">Field Service Scheduling</td>

          <td data-label="description" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e77 ">This is optional. Enable this if you want to use Book Service Appointment in Work
            Order Estimation. </td>

        </tr>
      </tbody>
    </table>

Assign permission sets required to set up and use Work Order Estimation.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d15217e199">User</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d15217e202">Permission Sets</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e199 ">Admin</td>

          <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e202 "><a name="aslm_woe_manage_licenses__ul_up4_1dv_fcc"><!-- --></a>
            <ul id="aslm_woe_manage_licenses__ul_up4_1dv_fcc">
              <li>DocGen Designer</li>

              <li>Omnistudio Admin</li>

              <li>Salesforce Pricing Admin</li>

              <li>Salesforce Pricing Manager</li>

              <li>Salesforce Pricing Design Time User</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="User" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e199 ">Service Manager and Service Agent</td>

          <td data-label="Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d15217e202 "><a name="aslm_woe_manage_licenses__ul_msc_sdv_fcc"><!-- --></a>
            <ul id="aslm_woe_manage_licenses__ul_msc_sdv_fcc">
              <li>Field Service Standard</li>

              <li>Field Service Agent</li>

              <li>DocGen Runtime User</li>

              <li>DocGen User</li>

              <li>Work Order Estimation</li>

              <li>Omnistudio User</li>

              <li>Salesforce Pricing Run Time User</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>