i). In the Name* and Description* fields, enter the desired name and description respectively for the new service offering you are creating. The Business Unit field automatically displays the business unit to which the logged in user belongs to.

ii). From the Category dropdown list, select the desired program that you want to associate to the service offering. The options are generally Product Based Program or Site Based Program.

iii). From the Unit of Measure dropdown list, select the desired option based on the frequency at which you want to offer the service.

iv). Enable Active so that the service offering can be ready for use in cases or work orders.

v). Enable Use Site Hours so that the default site hours of the site or work order will be affected. Else, select the desired Coverage Hours for your service offering.

vi). Select the desired Holiday Group during which the service offering cannot be offered.

vii). Click Save to save the service offering details you have just entered.

i). In the Standard Time Labor section, disable to include or enable to exclude all the desired labor times in billing . Typically, ‘Standard Time Labor’ is the labor performed during standard working hours.

ii). In the Overtime Labor section, disable to include or enable to exclude all the desired labor times in billing. Typically, ‘Overtime Labor’ is the overtime labor performed.

iii). In the Holiday Labor section, disable to include or enable to exclude all the desired labor times in billing. Typically, ‘Holiday Labor’ type covers the labor performed during holidays in the ‘Holiday Group’ associated with the Service Offering.

iv). In the Other Labor section, disable to include or enable to exclude Troubleshooting Time and/or Depot Repair Time in billing for the labor performed for troubleshooting and/or depot repair services.

v). In the Parts Coverage section, disable to include or enable to exclude all the desired parts coverage types in billing.

vi). In the Miscellaneous Settings section, select all the desired options that you want to include in billing.

vii). In the Bill For section, disable to include or enable to exclude Manual Items and/or Actuals in billing. Typically, manual items can be time, parts or fees while actuals can be various logging activities like time, expense, timestamps, install parts etc.

i). To associate an existing service item to current service offering, beside All Service Items field, click the button and select the desired service item using advanced field search, As a more user-friendly filter field column, when you search for a specific term by entering 4 letters or more, the grid lists the results that match the term. and then on the tab bar, click Add Service Item button. You can now see that the service item is added to the Associated Service Items grid. You can associate more than one service item to a service offering.

ii). To dissociate a service item from a service offering, select the desired service item from the Associated Service Items grid and then click Remove Service Item button.

iii). To set a service item as ‘Required’ for a service offering, from the Associated Service Items grid, select the the desired service item whose ‘Required’ status is ‘No’, and then on the tab bar, click Set Required button. Setting a service item as ‘Required’ for a service offering indicates that the respective service item must be fulfilled for the customer.

iv). To a service item as ‘Not Required’ for a service offering, from the Associated Service Items grid, select the the desired service item whose ‘Required’ status is ‘Yes’, and then on the tab bar, click Remove Required button. Setting a service item as ‘Not Required’ for a service offering indicates that the respective service item may not be fulfilled for the customer.

v). To export the service items records from the Associated Service Items grid to an excel sheet in your local system, click Export to Excel button.

i). To associate an existing service level to current service offering, beside All Service Levels field, click the button and select the desired service level using advanced field search, As a more user-friendly filter field column, when you search for a specific term by entering 4 letters or more, the grid lists the results that match the term. and then on the tab bar, click Add Service Level button. You can now see that the service level is added to the Associated Service Levels grid. You can associate more than one service level to a service offering.

ii). To dissociate a service level from a service offering, select the desired service level from the Associated Service Levels grid and then click Remove Service Levels button.

iii). To export the service level records from the Associated Service Levels grid to an excel sheet in your local system, click Export to Excel button.

i)/ To associate an existing price book to current service offering, beside All Price Books field, click the button and select the desired price book using advanced field search, As a more user-friendly filter field column, when you search for a specific term by entering 4 letters or more, the grid lists the results that match the term. and then on the tab bar, click Add Price Books button. You can associate only one price book to a service offering.

ii). To dissociate a price book from the service offering, in the Associated Price Books grid, select the price book and then on the tab bar, click Remove Price Books button.

iii). To edit a price book that is associated to the service offering, click the ‘price book name’ hyperlink and then in the Price Book form, edit the desired data and click Save.

i). To associate an existing part price to current service offering, beside Price Schedule* field, click the button and select the desired price schedule using advanced field search, As a more user-friendly filter field column, when you search for a specific term by entering 4 letters or more, the grid lists the results that match the term.. The Product, Description and Revision fields automatically retrieve data associated to the selected part price. Ensure that the price schedule selected for the part price matches with that of the price book associated to current service offering. You can associate only one part price to a service offering.

ii). In the Effective Date and End Date fields, enter the start and end date & time respectively, during which current part price is valid.

iii). In the Price field, enter the price for the part so that it will be applied during invoice when current service offering is associated to a case/work order.

iv). On the tab bar, click Add Part Price, and then click Save to save the part price details you have just entered. You will see that the part price will be added to the Part Prices grid.

v). To delete the part price associated to the service offering, select the part price from the Part Prices grid and then on the tab bar, click Delete Part Price.