Service Item Configurations

This chapter contains all important information regarding configurations for service items. You can specify customized configurations as well as standard configurations for a service item. You can edit already created (standard) configurations for service items via the service item card, the calculation worksheet, or purchase orders. This chapter is divided into the following sections:

Setting up Configurations in Service Management Setup
Assigning Configurations via Service Item Card
Unassigning Configuration via Service Item Card
Assigning Standard Configuration to Service Item Models
Assigning Standard Configuration via Service Item Card
Updating Service Item Configurations via Sales Document

Setting up Configurations in Service Management Setup

Before you can assign/unassign configuration from a service item, you must first make some basic settings. To do so, proceed as follows:

Use the quick search (ALT+Q) to find the Service Management Setup page.
Navigate to the Equipment DMS FastTab.
Please fill in the fields in the Assign Configuration as well as Unassign Configuration sections. You can find more information regarding the service management setup under Service Management Setup.

You have successfully made the required settings for assigning or removing service item configurations. Your entries are saved automatically.

Assigning Configurations via Service Item Card

Note

You can only assign configurations to a service item if the service item is in stock as inventoriable or a fixed asset. When assigning a service item that is managed as a fixed asset as configuration, a check is performed to ensure that the depreciation books of the main service item and the assigned service item match. Also note that any attributes added through the configurations page of the service item are automatically transferred to the Attribute Values table on the service item card. Vice versa, changes made to the service item card are also transferred to the configurations page. Additionally, a service item cannot be assigned to more than one other service item. Once a service item has been assigned to another item, it is no longer displayed in the list of assignable service items.

The assignment of service item configurations is described using an item as an example. To add configurations to a service item, proceed as follows:

Use the quick search (ALT+Q) to find the Service Items page.
Select the service item to which you want to assign configurations or create a new one.
Click Navigate > Configuration in the menu bar.
Navigate to the Configuration FastTab on the Assign / Unassign Configuration page.
Click into an empty line and fill in the columns according to the following table:

Note

To assign options as configuration, click Manage > Add Options in the menu bar of the Configuration FastTab and select the desired option(s). Then, click OK to confirm your selection.

Column	Description
Status	This field will be filled in automatically with the status of the configuration line and cannot be edited. You can only unassign configuration lines with the Assigned or Empty status.
Type	Select the Item option from the dropdown menu.
No.	Select the item you would like to add as configuration.
Variant Code	The field will be filled in by the system if the item has a variant code.
Description	This field will be filled in automatically by the system with the description of the added item.
Description 2	This field will be filled in automatically by the system with the description 2 of the added item.
Category Description	This field will be filled in automatically by the system with the category description of the added item.
Quantity	Select the item quantity.
Attribute Value	This field will be filled in by the system with the stored attribute values of the item.
Unit Of Measure	Select the unit of measure for the assigned item.
Location Code	This field is automatically filled in with the stored location code for the assigned configuration. When you assign an item, the stored location code for the service item to which the item should be assigned to is used instead.
Bin Code	This field is automatically filled in with the stored bin code for the assigned item.
Unit Cost	This field will be filled in automatically by the system with the unit cost of the item.
Unit Price	This field will be filled in automatically by the system with the unit price of the item.
Line Amount	This field will be filled in by the system with the line amount. The line amount is made up of the amount in relation to quantity and will be calculated automatically.
Apply-to Entry	If needed, select an item ledger entry.
Serial No.	This field will be filled in by the system with the serial number of the item.
Lot No.	This field will be filled in by the system with the lot number of the item.
Print	Select this checkbox to print the line on documents.

Tip

If you want to add comments to a configuration line, select a line, then click on Manage > Add configuration text in the menu bar of the Configuration FastTab. Once you have entered your text in the text editor, confirm your entry with Add lines. The configuration text is then displayed in the lines below the configuration line you selected previously.

To assign configurations, they must first be posted. To do so, select the lines you want to post, then click on Manage > Post Selected Lines in the menu bar of the Configuration FastTab.

The configuration will be posted. The Assigned Configurations field in the General FastTab of the service item card will be updated and now displays the amount of assigned configurations. In addition, the field Unit Cost of Service Item on the service item card will also be adjusted. You have successfully added configurations via the service item card. If needed, you can access the built-in or assigned configuration directly via Open Card in the menu bar of the Configurations FastTab.

Tip

You can also add service item configurations via the calculation worksheet. To do so, click on Additional Configuration in the menu bar of the corresponding calculation worksheet to display the Additional Configuration FastTab, and then click on Configuration in the menu bar of the FastTab.

Unassigning Configuration via Service Item Card

Proceed as follows to unassign configuration from a service item:

Use the quick search (ALT+Q) to find the Service Items page.
Open the service item from which you want to unassign configuration.
Click Navigate > Configuration in the menu bar.
Navigate to the Configuration FastTab on the Assign / Unassign Configuration page.
Click Unassign Configuration in the menu bar of the FastTab.
Then, select one of the following options from the menu bar:

Option	Explanation
Unassign Selected Built-In Remove Configuration	Select this option if you want to unassign configuration that is already built-in.
Unassign Unassigned Configuration	Select this option if you want to unassign configuration that has not yet been assigned.

Enter the information of the configuration you want to unassign into the table in the Unassign Configuration window. More information on the fields can be found in the Assigning Configuration via Service Item Card section.

Note

If you want to unassign configuration of the Option type, make sure to fill in the Option Removal Type, Option Removal No., and Unit of Measure columns.

To unassign the configuration, click on Post in the menu bar.

The removal is posted. The unassigned configuration is now displayed in the Unassigned Configuration FastTab on the Assign / Unassign Configuration page. You have successfully removed configurations from the service item.

Tip

You can also remove service item configurations via the calculation worksheet. To do so, click on Additional Configuration in the menu bar of the corresponding calculation worksheet to display the Additional Configuration FastTab, and then click on Configuration in the menu bar of the FastTab.

Assigning Standard Configuration to Service Item Models

You can assign standard configurations to service item models. If you then create a service item of the respective model, the assignet standard configuration is transferred automatically to the service item. Additionally, you can select whether the standard configuration should be inserted into a CPQ or CPQ template when you add the service item model. Proceed as follows to add standard configurations to a service item model:

Use the quick search (ALT+Q) to find the Service Item Models page.
Open an existing service item model to which you want to assign standard configuration, or create a new one.
Click Related > Open Model Standard Configuration in the menu bar.
To add a new standard configuration, click New in the menu bar and fill in the fields according to the following table:

Column	Description
Code	Enter a significant code for the standard configuration.
Description	Enter a significant description for the standard configuration.
Print In Purchase Document	Activate this toggle switch if the standard configuration should be listed as a comment line in purchase documents.
Print In Sales Document	Activate this toggle switch if the standard configuration should be listed as a comment line in sales documents.

You have successfully added standard configuration to a service item model. Your changes are saved automatically.

Assigning Standard Configuration via Service Item Card

You can assign standard configurations to a specific service item via the service item card or via the calculation worksheet. The added standard configuration will be transferred to the corresponding documents as comment lines. Proceed as follows to assign standard configurations via the service item card:

Use the quick search (ALT+Q) to find the Service Items page.
Open an existing service item or create a new one.
Click Navigate > Configuration in the menu bar.
Click Standard Configuration in the menu bar of the Assign / Unassign Configuration page.
To add a new standard configuration, click on New in the menu bar and fill in the fields according to the following table:

Column	Description
Code	Enter a significant code for the standard configuration.
Description	Enter a significant description for the standard configuration.
Print In Purchase Document	Activate this toggle switch if the standard configuration should be listed as a comment line in purchase documents.
Print In Sales Document	Activate this toggle switch if the standard configuration should be listed as a comment line in sales documents.

You have successfully added standard configuration via the service item card. Your changes are saved automatically. When you create a calculation worksheet for the service item, the standard configuration will be transferred automatically and displayed in the selected documents.

Updating Service Item Configurations via Sales Document

In our ERP solution, you can update service item configurations directly from a sales document. To do so, proceed as follows:

Use the quick search (ALT+Q) to find the Sales Quotes or Sales Orders page.
Open the sales quote or sales order that contains the relevant service item.
Navigate to the Lines FastTab.
Select the service item line whose configurations you want to update.
In the Lines FastTab, click Functions > Update Service Item Equipment or Line > Functions > Update Service Item Equipment.
A new page is displayed where you can view and modify all configurations, including external equipment. Select or clear the Selected checkboxes to add or remove configurations.
Confirm your selection with OK.

The service item configurations in the document lines are updated. Existing configurations will not be added a second time. Only newly selected configurations will be updated.