Prerequisites

Complete these steps before you work with service orders:

• Set up customers and contacts.

  See PeopleSoft Order to Cash Common Information: Understanding the Primary Customer Roles, PeopleSoft Order to Cash Common Information: Understanding Contact Information.

• Define service order priorities.

  See Defining Service Order Priorities.

• (Optional) Define service order default values.

  See Defining Service Order Defaults.

• (Optional) Create qualification profiles.

  See Creating Qualification Profiles.

• (Optional) Create service order templates.

  See Creating, Updating, and Deleting Service Order Templates.