Maintaining Support Services for Customer Products
You can view comprehensive support service information about your customer products, while you monitor both current and historical data. You can also view transactions, transaction details, and customer product service details. For example, you can view customer product services to determine how many products have a particular type of service, or you might want to know what type of service program can be applied to a customer product. Viewing customer product services enables you to determine which service programs are about to expire, and then initiate the steps to renew them.
Note: You must set the profile option Service: Allow Service Date Change to Yes to be able to modify start and end dates.
2. Select a line, then choose Services.
3. Enter Service Start and Service End dates.
The original start and end dates show the values entered when the service was ordered or renewed.
Note: Changing the effective dates does not impact any financial termination. For example, if you extend the service end date, your customer will not be billed. Similarly, if you shorten the time before the service ends, a credit memo will not be raised.
2. Select a line, then choose Included Items from the Special menu.
The Included Items window appears.
2. Select a line, then choose Services.
3. Optionally choose Transactions or Open for more information.
2. Select a line, then choose Services.
3. Choose the Transactions button to view the transaction history.
4. Optionally choose Details for additional transaction information.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Optionally navigate to the following alternative regions:
You can view the Service Program's Duration, the Service Order Number, Order Date, Selling Price, and Total Amount from this region. Detailed transaction information is also available.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Choose Service Attributes.
5. Optionally choose Transactions, then Details to view transaction history and additional transaction information.
You can view information about the current transaction from this region. You can determine the Transaction Type, Transaction Status, Invoicing Rule, Accounting Rule, and Payment Term.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Choose Current Transaction.
5. Optionally choose Transactions, then Details to view transaction history and additional transaction information.
You can view Bill To, Customer, Address, Contact, Price List, and Pricing Attributes from this region.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Choose Billing Information.
5. Optionally choose Transactions, then Details to view transaction history and additional transaction information.
You can view the service coverage of your customer product in this region. You can view the labor, material, and expense coverages as well as the days and hours of coverage. See: Setting Up Service Coverages.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Choose Service Coverage.
5. Optionally choose Transactions, then Details to view transaction history and additional transaction information.
You can view information about the serviced customer product in this region. You can view the Reference, Serial Number, Status, Effective dates, Product Agreement, Quantity, Revision, System, and Service Agreement.
2. Select a line, then choose Services.
3. Choose Open to view additional service information.
4. Choose Serviced Product Attributes
5. Optionally choose Transactions, then Details to view transaction history and additional transaction information.
To modify the start and end dates for a service program: