Determine Service Offerings

When you set up service management, you have to decide what services to offer customers and the schedule for those services. A service is a type of work performed by one or more resources and provided to a customer. For example, a service could be a type of computer repair. A service item is the equipment or item needing servicing, for example, the computer needing repair, installed at a specific customer. You can set up services as part of a group of related repair or maintenance items.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Enter information about the service items that your service organization is tracking.

How to: Create Service Items

Establish a workflow for service when the service items consists of several components. The component list is always connected to a service item, but these components can also be based on bill of materials (BOMs).

How to: Set Up Service Item Components

Use the Service Item window to associate groups of service items into logical groups.

How to: Set Up Service Item Groups

See Also

Other Resources

Tracing Item-Tracked Items
Item Journal
Requisition Worksheet Window