Set up template to represent objects at customer site

Use this procedure to set up a template that represents objects at a customer site.

  1. Go to Service management > Service agreements > Service agreements.

  2. Open a service agreement, or select Service agreement to create a new service agreement.

  3. Select the Setup tab.

  4. Select Service objects to attach a template bill of materials (BOM) to the service agreement.

  5. On the Service objects page, select a service object, and then select Functions > Attach template BOM.

  6. On the Select template BOM page, select a template BOM in the Template BOM field, and then select OK.

  7. On the Service objects page, select Designer to modify the template BOM so that the BOM represents the objects that you want.

  8. Close the pages to save your changes.