This page enables you to create new service details. Tell me more.
Select the “Create Service Main Information” link under the “Part Administration” business component.
The “Create Service Main Information” page appears.
Enter the following fields in the “Service Identification Details” group box.
Service # |
A unique code identifying the service (Alphanumeric, 40). Mandatory. The service number must be unique across all the organizational units. |
Note: Leave this field blank, if you wish to generate the service number automatically.
Reference Status |
Use the drop-down list box to set the reference status of the service. The system provides the following options: |
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The system displays “Under Creation” by default. |
Service Description |
The textual description of the service (Alphanumeric, 150). Mandatory. |
Key word |
A keyword to easily identify the service (Alphanumeric, 25). |
Service Type |
Use the drop-down list box to specify the type of the service. Mandatory. The system lists the options as:
By default, the system sets this field to “Regular”. |
Service Category |
Use the drop-down list box to select the service category. The system lists all “Active” service categories defined in the “Create Quick Codes” activity |
Generate Service # |
Check this box if you wish to generate service numbers automatically. |
Note: When this box is checked, the system generates the service number using the prefix and suffix of the selected numbering type. The number is incremented from the last number available in the “Document Numbering Class” business component.
Numbering Type |
The numbering type for generating the service number automatically. The numbering type must have already been defined in the “Create Numbering Type” activity of the “Document Numbering Class” business component and must be in “Active” status. |
Leave this field blank, if you have entered the service number in the “Service #” field. |
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Help facility available. |
Enter the following fields in the “Copy Details” group box.
Service # |
The unique number identifying the existing service from which the details can be copied (Alphanumeric, 40). Ensure that the service is already defined in the system. |
Help facility available. |
Click the “Get Details” pushbutton to retrieve the details of the service number entered in the “Service #” field.
Location # |
Use the drop-down list box to select the organizational unit from which the details must be copied. The system lists all the organizational units in which the service numbers can be created and leaves the field blank by default. |
Check one or more of the following boxes in the “Copy Options” field:
All |
Check this box to copy all the details of the service |
Planning Information |
Check this box to copy the planning information. |
Other Part Nos |
Check this box to copy the other part number details. |
Attributes |
Check this box to copy the attribute details. |
Purchase Information |
Check this box to copy the purchase information. |
Note: If you checked “All” option, the system copies all service details and assigns “Active” reference status to the new service. The system sets the planning status “Fresh” if you have copied the planning and purchase information for the service.
Only the user who has appropriate rights can copy the service details.
The system displays all the details defined for the service number entered in the “Service #” field. You can modify the details if required.
Enter the following fields in the “Basic Details” group box.
Standard Cost |
The standard cost of the service (Decimal). Mandatory. The standard cost must be greater than zero, if you have set the “Allow Zero Standard Cost” option to “No” in “Set Options” activity. |
Default UOM |
The default unit of measurement of the service (Alphanumeric, 10). Mandatory. The UOM must be defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component and must be in “Active” status. |
Help facility available. |
Enter the following fields in the “Other Details” group box:
User Defined Detail - 1 |
Any user-defined detail regarding the service creation (Alphanumeric, 25). |
User Defined Detail – 2 |
Any user-defined detail regarding the service creation (Alphanumeric, 25). |
Remarks |
Any remark or comment pertaining to the service creation (Alphanumeric, 255). |
Enter the following field in the “Attachments” group box:
File Name |
The name of the file used for document reference that is associated with the service (Alphanumeric, 50). |
Select the “View File” link to view the file details.
Click the “Create Service Main Information” pushbutton to save the service information details.
The status of the service is updated to “Active” or “Under Creation”, according to the value selected in “Reference Status” field.
The system stores the login user ID and the server date along with the other details.
To proceed, carry out the following
Select the “Edit Service Main Information” link at the bottom of the page to edit the service details
Select the “Maintain Planning Information” link at the bottom of the page to update the planning information for the newly created service.
Select the “Maintain Purchase Information” link at the bottom of the page to update the purchase information for the newly created service.
Select the “Maintain Attribute Mapping” link at the bottom of the page to associate attributes to the service.
Select “Maintain Other Part Nos” link at the bottom of the page to update the other service number information of the newly created service.
Creating service information – An overview
This page allows you to create new services. All the main information of the service can be added in this page.
You can add the identification details like the service number, the reference status, the description of the service, a keyword for easy identification of the service, the type of the service and the category to which the service belongs. You are provided with the option of generating the service number automatically, that is by incrementing the last created service number.
Copying service details
This page also allows you to copy the details of an existing service and modify the details if required. You can copy the planning, purchase, attribute and other part number details of the service.
You can enter basic details of the service such as standard cost and specify the default UOM for the service. Any user-defined detail regarding the service can be entered.
Once the service is created you can assign a status to it. A service can remain in the “Fresh” status until all the information regarding the service has been updated. A service can be used in inventory and purchase transactions only when it is in the “Active” status.
“Create UOM” activity under the “Unit of Measurement Administration” business component.
Copy details from an existing service number
Copy details from an existing service number
You can copy details from service numbers that are already defined. The purchase, planning, attribute and other service number details of the service can be copied.
Enter the number of the service from which details must be copied, in the “Service #” field.
Select the appropriate organizational unit from where the details must be copied in the “Location” drop-down list box.
Check the box “All” to specify that all the details must be copied.
Click “Create Service Main Information” pushbutton to copy the details.
A new service is created with the copied details.