Service

Service

Add services provided or availed by the organization. You can categorize services having similar functionalities or purposes under the service type. After creating a service, you can associate vendors who provide or avail the service.

Role Required: SDAdmin

Add Services   

  1. Go to Setup > Customization > Asset Management > Service.
  2. Click Add Service.
  3. Provide the following information:
    1. Name: Provide a name for the service.
    2. Service Type: Select the relevant service type.
    3. Part No: Provide the part number for the service.
    4. GL Code: Select the relevant GL code.
    5. Description: Add additional information, if any.
    6. Disable: Enable the check box to prevent the service from usage.
  4. Click Save.

Associate Vendor 

  1. Click beside the service.
  2. On the expanded view, click Associate.
  3. Fill out the following details.
    1. Service: The service is auto-selected.
    2. Vendor: Select a vendor to associate with the service.
    3. Price: Enter the cost of the service.
    4. Tax Rate: Provide the applicable tax rate in percentage.
    5. Service Period: Configure the service period in years and months.
    6. Support Vendor: Select a support vendor for the service.
  4. Click Save.

Edit/Delete Vendor Association  

  1. Click beside the service.
  2. Click beside the vendor name and select Edit or Delete.

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