Bookshelf v7.5: Revision History

Table 1. Changes Made in Version 7.5, Revision A
Topic	Revision
Generating Correspondence for a Service Request	Added a section and procedure on generating correspondence for a service request.
Accounts Screen	In the last paragraph under this heading, changed an incorrect cross-reference.
Service Requests Views	In Table 4, added a description of the Group field.
Verify Button	A note about the Verify button being a business service has been removed. The note was incorrect.
Setting Alarms for Activities	Removed the Note paragraph referring to the Suppress Calendar check box, which no longer appears on the Activities screen.
All Activities View	In Table 15, removed the description of the Suppress Calendar check box, which no longer appears on the Activities screen. Also added a description of the Repeat Frequency field.
Part Tracker View	In Table 17, clarified the description of the Commit and Commit All buttons.
Making Changes to a Schedule	Added a Caution paragraph regarding manual schedule changes.
Server Key Mappings View	Added a paragraph about restarting the server component after changing key mappings.
Schedule View	In Table 37, added a description for the Planned Start field.
To define products covered in an entitlement template	Added a Caution paragraph at the end of the procedure to clarify how to associate a product and an entitlement template when the product is an agreement line item.
Using Agreements and Entitlements	Added a new procedure to explain how to associate primary contacts with an agreement.
Agreement View	In Table 52, added a description for the Currency field and revised the description of the Effective field.
Entitlement Details Subview	In Table 57, added descriptions for the Current Qty and Initial Qty fields.
Invoice Logic for Agreements	Added details to Step 2 through Step 5 of the process description to make it more accurate.
Logic for NRC Line Items	Modified Step 1 of the process description to make it more accurate.
Logic for Usage Line Items	Modified Step 4 and Step 5 of the process description to make it more accurate.
Setting Up Automatic Invoicing for Agreements	To the first paragraph, added a clarification about how to make automatic invoicing work.
To associate an invoice plan with an agreement	Added a new Step 7 to clarify which fields are required for the various types of invoicing.
"To associate multiple employees with an inventory location"	Deleted this procedure from Service Inventory. The procedure was inaccurate.
Best Practice: Managing Inventory Levels	Added a subsection explaining a best practice for creating certain inventory levels.
To specify allocation of products	Rewrote Step 3 through Step 6 to claritfy the procedure. Added a Caution paragraph about changing settings.
To set a repeating component request for the Cycle Counting Engine	Added a new procedure to explain how to set a repeating component request for the Cycle Counting Engine.
Quality	Rewrote the chapter to be more task-based and better-focused on its user audiences. Changes include the following: Reorganized the material into Administrator, Product Marketing, Engineering, and Quality Assurance user sections. Added process flow diagrams and descriptions for the user tasks. Removed the view descriptions and rolled their text into the procedures. Removed procedures for associating a service request with a change request, accessing a primary occurrence change request from its child, and accessing a multiple occurrence change request from its parent. Removed the sections on Charts and Reports. In the Administrator section, added procedures for setting up roles and responsibilities, lists of values, area-subarea mappings, and product builds. In the Quality Assurance sections, added procedures for querying for, adding attachments to, reopening, and Close-Verifying change requests. To the Engineering section, added a procedure for assigning change requests. To the Product Marketing section, added procedures for querying for, reassigning, and closing change requests. Added a section with background material and new procedures for generating, approving, and shipping patch requests.
Properties of Assets	Added the seventh bulleted paragraph to help clarify the relationship between assets and products.
To create an asset	Added a Note paragraph after Step 5 to clarify asset configuration from within a set of records displayed by a predefined query.
Creating a Hierarchical Asset From a Product Bundle	Added a section and procedure explaining how to create a hierarchical asset from a product bundle.
To record a reading for an asset	Added a Caution paragraph about recording readings for assets whose products have changed.
Service Request Templates	Rewrote this section to clarify what a service request template includes.
Time Interval Subview	In Table 128, added a description for the Interval field.
"Glossary"	The book's Glossary section has been removed. The glossary definitions have been added to the main Glossary book.

Revision History

Version 7.5, Rev. A