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Summary

<<briefly describe the configuration process outlined in this guide>>

<<for 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).

In this example we will create a new Data Service which can then be added to a package (see the /wiki/spaces/V10/pages/723746984 for an example of how to configure services on packages).

For additional details on the fields presented on this the Services screen see the the [[ Services screen help link]] guide>>article.

Prerequisites

  • <<configuration that must be done prior to following this process. E.g. ‘Services Service types need to be configured’>>setup before services can be created

Sample Configuration

...

  1. step 1 to configure this entity

  2. step 2

Result

<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>

Next Steps

<<documentation team task: link to next configuration article>>

<<documentation team task: link to API guide which covers the same config process>>

...

Adding a New Service

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, on Product Catalog and then Service

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  3. The Service screen will load. Click on the (blue star) button to a new service

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  4. Fill out the three required fields (required fields will display a red left border). In this example we are setting up a Test Data Service of Service Type ‘Data’ (a recurring charge type) which will be in a Billable service status by default

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  5. Click the Save button to create the service

Result

The recurring service can now be added to packages (a product that is sold to accounts).

Setup / Product Catalog / Package / Packages

...

Next Steps

  • Once services have been created package statuses will need to be setup prior to configuring packages. See the Package Status Configuration Example article for a sample configuration