Property-Based Service Operations

Connect objects, installations, and components with tickets, work orders, and contract-related service processes.

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.

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

Use in tickets and work orders

Property-related master data is used in operational documents to connect service cases to the installed base precisely. Tickets can store object, installation, or component references, and work orders can be created directly from installations or components.

Connection to contracts and billing

Property references are also valuable in contract-related processes. Sales contracts, SLA rules, and recurring invoices can be structured and analyzed along objects, installations, or components. This keeps it clear for which technical or local context services are agreed and billed.

Recurring operations and installed-base transparency

Work tasks and work packages can also build on property-related master data. Recurring activities are therefore planned against concrete installations or components instead of abstract placeholders. At the same time, it remains visible which documents, contracts, and service transactions are linked to a specific installed-base element.

Outcome

Property-based service operations create a traceable link between the installed customer environment and operational service delivery. This improves control, documentation, and reporting across service and contract processes.