Business Functions

Purpose

This page summarizes the main business capability areas of Professional Services. It helps teams understand which tasks the solution supports across sales, service, billing, purchasing, and customer-related master data.

Functional areas

Sales and contract management

Professional Services supports quotes, orders, and sales contracts for recurring services. Typical use cases include hardware rental, SaaS subscriptions, support and maintenance contracts, and project-related services.

Key capabilities include:

• recurring billing embedded in quote and order processes
• sales contracts as the basis for long-running service relationships
• billing types and assignments for different business models
• service level agreements and contingents for contract-based services

Details for this area are available on the Sales page.

Service, tickets, and operational billing

For day-to-day operations, the solution combines ticketing, work orders, and service billing. This allows service activities to be documented and transferred directly into billable processes.

This includes in particular:

• ticket capture and ticket control
• work orders and recurring work packages
• billing of tickets and work orders
• integration of external ticketing systems through the API interface

Details for this area are available on the Service page.

Property management, installations, and components

Professional Services can model customer environments with objects, installations, and components. These structures help assign services clearly and connect service activities to the installed base in a traceable way.

This is especially relevant when serial numbers, installation data, or technical components are part of the service process.

Dedicated detail pages are also available for Objects, Installations, and Components.

Details for this area are available on the Property-Based Service Operations page.

Purchasing and external sources

In addition to sales and service processes, the solution also supports purchasing-related scenarios. This includes purchase contracts as well as the lookup and transfer of external item data, for example from the IT-COP catalog.

This makes Professional Services suitable for procurement and cloud-service scenarios where vendor, customer, and contract relationships interact.

Details for this area are available on the Purchasing page.

Outcome

Professional Services connects sales, contract, service, and billing capabilities in one shared process model. Use this page as a functional entry point before moving into setup, detailed processes, and release notes.