Exact Synergy Enterprise

Creating and maintaining service configurations for Service management

Menu paths

• Service management à Entry à Configurations à Configurations (New)
• Service management à Reports à Configurations à Search 

Introduction

Service configurations represent the individual and unique objects that can be serviced. These objects can be individual products or combinations of products that can be serviced. Service configurations can even include related parts on multiple levels within the configuration. This makes it possible to identify a simple piece of equipment to a complex group of machines with multiple serviceable parts within these machines.

Service configurations can be used to specify service contracts which can be used for identification purposes for planning and realizing of service activities. If only one equipment is linked to the service configuration, the configuration code will be the same as the serial number of the related item. It can also be a separate service number. Items that are attached to the service configurations can have an optional serial number. It is possible to add, remove, or replace items in a service configuration. This page allows you to create and maintain service configurations.

Roles and rights

To create and edit service configurations, function right 870 – Maintain service configurations is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have this function right.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create service configurations?

1. Go to Service management à Entry à Configurations à Configurations (New).
2. Define the fields.
3. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit service configurations?

1. Go to Service management à Reports à Configurations à Search.
2. Define the fields.
3. Click Show.
4. Select the required service configuration under the Configuration column.
5. Click Edit.
6. Make the necessary change(s).
7. Click Save.

How do I delete service configurations?

1. Go to Service management à Reports à Configurations à Search.
2. Define the fields.
3. Click Show.
4. Select the required service configuration under the Configuration column.
5. Click Edit.
6. Click Delete. A message “Are you sure that you want to delete this record?” will be displayed.
7. Click OK.

Tips and tricks

You can customize the fields and columns that you want to be displayed on the page by clicking Customize.

Related documents

• Exact video library
• Searching for service configurations for Service management
• Service management