Setting up products and available services at a business location

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • By setting up the relationships between organizations and users in the Customer Service Management (CSM) application, your organization can associate the products and services with the service organization (SO). The SO staff can then address the customer queries about the products and services at a business location and even raise a case on the behalf of their customers.

    Table 1. Configuration tasks for setting up the products and available services at a business location

    Task

    Description

    Create a service definition

    Create a service definition record.
    Service Definition form

    Specify how a service organization provides its services by configuring the Service Organizations offering Service field in the sn_case_type_selection table.

    Associate a product with a service definition

    Associate one or more products with a service definition.

    Associate service organizations with a service

    Establish an association between products and available services to service organizations by defining the service organization criteria.