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When you receive an item that needs service, you can register it as a service item. There are several ways to do so. For example, you can create a service item on the Service Items page, or as part of another process, such as when working with a service order.

To create a service item

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1. Choose the search icon, enter Service Items, and then choose the related link.

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2. Fill in the fields as necessary. Hover over a field to read a short description.

Alternative 2

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When you receive items for service that you want to register as service items, you can create them as service items in the Service Order or Service Quote pages.

  1. Choose the  search icon, enter Service Orders, and then choose the related link.

  2. Fill in the fields as necessary. Hover over a field to read a short description.

  3. Choose the Create Service Item action.

    A number is assigned to the service item and a service item card is created. The Service Item No. field is filled in with the number of the new service item.

To set up service item groups

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1. Choose the search icon, enter Service Items, and then choose the related link.

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2. Open the service item for which you want to set up components.

3. Choose the Components action. The Service Item Component List page opens.

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4. Add a new component.

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6. In the No. field, choose the item or service item that is a component of the service item.

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