Create service object relations

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When you create a service object relation, you link the service object to a service agreement or service order.

Create a service object relation for a service agreement

To create a service object relation for a service agreement, follow these steps:

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

  2. Select an existing service agreement from the list or create a new one by selecting New on the Action Pane.

  3. In the Service agreements form, select the Service agreement tab on the Action Pane and then select Relations > Service objects.

  4. Select New on the Service objects form and then select a Service object.

Alternatively, you can assign a template bill of materials (BOM) to the service agreement. To do so, select the Related information tab on the Action Pane and then select Functions > Attach template BOM. Select a Template BOM on the Select template BOM form and then select OK.

Screenshot of the Service objects overview page.

Create a service object relation for a service order

To create a service object relation for a service order, follow these steps:

  1. Go to Service management > Service orders > Service orders.

  2. Select an existing service order from the list or create a new one by selecting New on the Action Pane.

  3. Select the Service order tab on the Action Pane and then select Relations > Service objects.

  4. Select New on the Action Pane on the Service objects form.

  5. In the Service object field, select a service object.

  6. To assign a template BOM to the service order, select Related information on the Action Pane and then select Functions > Attach template BOM. Select a template in the Template BOM field on the Select template BOM form.

    Screenshot of the Service objects overview selection page.