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Services are configured in Setup / Product Catalog / Service / Services |
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Service types need to be configured before services can be setup
Service statuses need to be configured before services can be setup
Email templates need to be setup if you wish to configure usage bucket consumption notifications which are sent by email
General ledger codes need to be setup if you wish to assign GL codes to services
Services Panel
The Services panel towards the left of this screen allows you to select existing services to view and edit on the Edit Service panel. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
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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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