Properties on Product Documentation

Property-Based Service Operations

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Property-based service operations connect operational service cases with objects, installations, and components. This makes it possible to assign tickets, work orders, contracts, and recurring tasks not only to a customer, but also to the concrete installed base.

Prerequisites

objects, installations, and components exist as master data or are defined as part of the target model
required number series, attributes, and hierarchy assignments are configured
customer, project, and if needed contract references are available for later service processing

Functional focus

Master-data model for objects, installations, and components

Professional Services can model customer environments flexibly through objects, installations, and components. These elements can be linked hierarchically and further classified through attributes, serial numbers, activation dates, or manufacturer information.

Objects

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Objects are the top property-related structure level in Professional Services. They provide the business container in which installations, components, attributes, and related service processes are grouped so services can be connected to a concrete customer context.

Prerequisites

the basic object structure and its business hierarchy are defined
customer reference, address reference, and required attributes are available
if installations or components should be assigned, those master-data elements are prepared

Functional focus

Object card and customer reference

The object card stores the object number, description, and customer assignment. This allows an object to be described from a business perspective and linked directly to a customer or delivery address.

Installations

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Installations are the technical middle layer between objects and components in Professional Services. They show which installed units are active at a customer site, which components belong to them, and from which concrete installed-base element service processes are handled.

Prerequisites

the related object exists or is defined as part of the target model
installation types, required number series, and relevant serial or lot information are prepared
if service processes should be started directly from the installation, work-order and service processes are configured

Functional focus

Installation card and business assignment

The installation stores information such as installation type, object number, description, and activation or deactivation dates. Serial number and lot number can also be maintained so the installed unit can be identified clearly and tracked across its lifecycle.

Components

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Components describe the individual technical elements inside an object or installation in Professional Services. They help structure the installed base in detail and connect service, contract, and billing processes precisely to concrete installed elements.

Prerequisites

related objects and, where needed, installations exist
component types, calculation types, and relevant item or resource assignments are aligned from a business perspective
if service or contract references should be used, the related master data and processes are configured

Functional focus

Master data and technical classification

The component stores object and installation references, description, component type, calculation type, and sales-related references. In addition, installation and activation dates, quantities, units, serial or lot numbers, version numbers, and manufacturer information can be maintained.