Define Items For Service Contracts

Here's how you can define items:

1. In the Setup and Maintenance work area, search for your implementation project, navigate to Define Service Contracts Configurations, and add two tasks: Manage Units of Measure and Manage Item Classes. Open the Manage Units of Measure task.

   1. Click Manage UOM Classes in the table.

   2. Click + to create a Time UOM class with time units, such as Year, Month, Day. Click Save and Close.

   3. Enter the base UOM created as part of UOM class creation in previous step to verify whether the UOM got created automatically. Click Save and Close. Ignore conversions for now as there is only one unit in the UOM class.

2. Search for task Manage Administrator Profile Values.

   1. Click the task and search for the profile code: RCS_DEFAULT_UOM_CLASS_CODE_FOR_SVC_DURATION and set the value to the Time UOM Class as defined in step 1.

3. Navigate to Define Service Contracts Configurations, and open the Manage Item Classes task.

   1. The Manage Item Classes page will open in a new window, as it's a work area by itself. Click Root Item Class in the search results table.

   2. Click the Security tab and use the + icon to add a row for Item Class People. Under Actions in the child table, add all actions starting with C for create privileges, V for view privileges, and M for maintain privileges, and Save.

   3. Click the Item Templates tab. Click the filter icon in the table and search for Finished Goods.

   4. Click Create. Enter the required information in the dialog and click OK.

   5. Enter the required information and click Save and Close, then click Done.

4. Navigate in the application to Product Management and then Items.

5. Click Create Item task.

6. Do this to setup an Included Warranty:

   1. Go to Product Management > Product Information Management.

   2. Expand the Tasks region and select Create Items.

   3. On the Create Item page, select the organization, enter the number of items, and select the item class.

      Ensure that the selected list doesn't contain any template.

   4. Click Ok.

   5. Enter the item name and description.

   6. Select the item status and lifecycle phase.

   7. Ensure that the primary unit of measure, in the Mandatory Attributes section, is same as the primary unit of measure in the Unit of Measure section.

   8. Go to the Specifications tab and select Item Organization > Service.

      1. In the Asset section, select Not Tracked from the Enable Asset Tracking drop-down list.

      2. In the Service Contracts section, select Fixed from the Service Duration Type drop-down list.

      3. In the Service Contracts section, select Milestone from the Service Start Type drop-down list. This refers to the customer asset shipment date.

      4. In the Service Contracts section, enter the Service Start Delay days. The Included Warranty Start Date is Asset Shipment Date + Service Start Delay days.

      5. In the Service Contracts section, select an appropriate standard coverage.

   9. Go to the Specifications tab and select Item Organization > Sales and Order Management .

      1. In the Order Management section, set Customer Ordered to No.

      2. In the Order Management section, set Customer Orders Enabled to No.

      3. In the Order Management section, select Included Warranty from the Sales Product Type drop-down list.

   10. Open an existing goods item or create a new goods item.

       1. Repeat steps from step 1 to step 7.

       2. Go to the Specifications tab and select Item Organization > Service.

       3. In the Asset section, select Customer Asset from the Enable Asset Tracking drop-down list.

       4. Go to the Specifications tab and select Item Organization > Sales and Order Management .

       5. In the Order Management section, select Goods from the Sales Product Type drop-down list.

   11. In the Relationship tab of a goods item, create a relationship:

       1. Search and select the included warranty item in the To Item filed.

       2. Select Warranty from the Type drop-down list.

       3. Add other details and click OK.

          Note: You must set the effectivity period (start or end date date) such that the effectivity period is valid for the given shipment date.

   12. Click Save.

7. Do this to setup a Coverage Item:

   1. Select Organization, Number of Items, Item Class from the Drop Down list. Ensure that the Selected List doesn't contain any templates. Click OK.

   2. Edit the Item name and Description along with the Item Status and Life cycle Phase.

   3. Ensure that the Primary Unit of Measure is from the same UOM Class set in profile 'SCM Common: Default Service Duration Class', in the Overview tab.

   4. Set the Service Duration Type to 'Open Ended'.

   5. Set Customer Ordered and Customer Orders Enabled to 'Yes'.

   6. Set Sales Product Type to one of the coverage item types in the Drop Down: 'Extended Warranty', 'Service Level Agreement', 'Software Maintenance', or 'Preventive Maintenance'.

8. Do this to setup a Subscription Item:

   1. Select Organization, Number of Items, Item Class from the Drop Down list. Ensure that the Selected List doesn't contain any templates. Click OK.

   2. Edit the Item name and Description along with the Item Status and Life cycle Phase.

   3. Ensure that the Primary Unit of Measure is set to 'Each'.

   4. Set Customer Ordered and Customer Orders Enabled to 'Yes'.

   5. Set Sales Product Type to Subscription.