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Services are configured in Setup / Product Catalog / Service / Services |
In Guides in this article:
Overview
Services are chargeable elements in the system (for instance an access service, device, license, etc.). Services represent the individual line items that when bundled together as a package become the offering that is sold (added to accounts).
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The information in this panel reflects the currently selected service. From here you can modify service details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Custom fields will appear on this tab if they have been configured on services. Custom fields provide a way to capture additional service details (a service provider, service rate center, etc.).
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Guides
Adding Services
At the top of the Services panel click the
iconPopulate the service settings as desired.
See the Adding/Removing Usage Buckets on Services guide if you wish to add or remove a bucket on a usage service
Click Save
The new service will appear in the Services panel on the left. If the service is set as 'Active' you will be able to add it to packages.
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Editing Services
Select the service you wish to edit in the Services panel on the left
Modify the service settings as desired.
Click the Save button
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Deleting Services
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Note: Services that are configured on packages or other entities are in use and cannot be deleted. |
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