Creating and maintaining free fields for Service management

Menu paths

• Modules ? Service management ? Setup ? Free fields ? Free fields (Configuration)
• Modules ? Service management ? Setup ? Free fields ? Free fields (Contract)
• Modules ? Service management ? Setup ? Free fields ? Free fields (Agreements)

Introduction

This page allows you to create and maintain the free fields for the service configurations, contracts, and agreements. If the fields that you want are not listed in the service configurations, contracts and/or agreements, you can name the fields according to your needs. For example, if you want to store the start date of the contract, you can type “Start date” under a free field that is meant for date use.

The free fields defined for the contracts will be available on the Service: Contracts (for more information, see Creating and maintaining service contracts for Service management), Index: Service contracts (for more information, see Indexing and prolongating contracts for Service management), and Search: Service contracts (for more information, see Searching for service contracts for Service management) pages.

In addition, the free fields defined for the agreements will be available on the Agreement (for more information, see Creating and maintaining agreements for Service management) and Search: Service contracts pages, while the free fields defined for the service configurations will be available on the Service: Configuration page (for more information, see Creating and maintaining service configurations for Service management).

Note: The free fields defined for the service agreements only apply to the normal agreement lines (not applicable for agreement sets or contract templates).

Roles and rights

All users are allowed to create, edit, and delete the free fields.

Note:

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

What version are you using?

The information in this document is applicable to product update 255 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a free field for a service configuration, contract, and/or agreement?

1. On the Configuration: Free fields – Configuration Header, Contract: Free fields – Contract Header, or Agreement: Free fields – Agreement page, type or select a division code to define the free fields for the selected division.
2. Click Refresh.
3. Click one of the hyperlinks under the Name column to indicate the free field to modify.
4. At Label, type the name of the free field.
5. At Indexes, select Update: No, Delete, or Create.
6. Click Save.

How do I edit a free field?

1. On the Configuration: Free fields – Configuration Header, Contract: Free fields – Contract Header, or Agreement: Free fields – Agreement page, type or select a division code to view the free fields for the selected division.
2. Click Refresh.
3. Click the hyperlink that you want to modify under the Name column.
4. Edit the field(s).
5. Click Save.

How do I delete a free field?

1. On the Configuration: Free fields – Configuration header, Contract: Free fields – Contract Header, or Agreement: Free fields – Agreement page, type or select a division code to view the free fields for the selected division.
2. Click Refresh.
3. Select a check box(es) under the first column.
4. Click Clear. A message “Confirm: Clear” will be displayed.
5. Click OK.

Related documents

• Creating and maintaining agreements for Service management
• Creating and maintaining service configurations for Service management
• Creating and maintaining service contracts for Service management
• Exact video library
• Indexing and prolongating contracts for Service management
• Searching for service contracts for Service management
• Service management