Service Integration - Create a Service Object
Use the Service Object page to maintain Service Objects. Service Objects are created from ProjectDeliverables to group Service Items, for example all copiers in one building where the building is the Service Object and the copiers are the individual service items.
When a Service Object is specified on a Project Task and items posted for that Project Task are part of a Service Item Group where Create Service Item is checked, a service item is created and linked to the specified service object.
Maintaining Service Objects
- In the Search box, type Service Objects.
- Select Service Objects to open the list of available Service Objects.
- Select New to create a new Service Object or Edit to modify the selected entry. In both cases the Service Object card opens
- Typically, you must fill the following fields:
| Field | Description |
|---|---|
| General tab | Identify the service object. |
| No. and Description | The No. is taken from the number series as set in the Projects Setup, the Description is free text. |
| Parent Service Object | Allows you to link the current service object to a service object on a higher level. |
| Service Items | A flow-field showing the number of service items linked to the service object. |
| Service Objects | A flow-field showing the number of service objects linked to the current, parent, service object. |
| Customer tab | The customer information is taken from the Project's Bill-to customer |
| Location of Service Item | A free text field to add additional, location information of the service object |
| Shipping tab | Select one of the customer's shipping address codes to populate the ship-to fields |
| Projects tab | Shows the Project- and ProjectDeliverable No. from which the Service Object was created |
| Lines | Specifies the Service Items linked to the Service Object |
| Type | Service Item or Service Object |
| No. | The number of the Service Item or - Object |
| Project No. | The Projectthe Service Item or - Object originated from |
| Description | The description of the Service Item or - Object |
| Project Description | The description of the Project |
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