A user flow is a series of screen links and subtasks that display in key master data screens.
Use the Services User Flow to progress in a logical order through the set up process. Access related screen links and subtasks to complete the set up and initialization of key master data.
You can go backwards or forwards in the flow, access the links in any order, and skip over unneeded links. When you access a link, the system automatically displays the link name in bold in the user flow to help you identify your position in the flow.
For a new record, enter all required data (denoted by a red asterisk), in the Basic Information screen of the flow.
You can enter other related information in additional screens via the screen links, since all linked screens in the flow are associated only with the identifier service entered or queried in the first screen.
There are links available on the main screen that enable you to enter or access related information.
Services User Flow is designed to facilitate the creation of new services. It contains an Identification block, 2 tabs, 2 subtasks, and 4 screen links. They can be used in the following manner:
Use the Identification Block fields for service identification, revision, and description. This block displays regardless of which subtask or tab is currently active.
Use the Characteristics tab to identify characteristics inherent to specific services.
Use the Comments tab to establish any additional service information.
Use the Vendors screen to establish vendors for a specific service.
Use the Item Billings screen to establish billing information for a specific service.
Use the Costs screen to establish the specific costs for a specific service.
Use these screens when you need to create a new service or when you need to change the data related to an existing service.
You may choose to first set up all the required data and return later to add the other information, or you may choose to set up all of the service information at one time.
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Note: Your entry of services data only in the Basic Info screen is the absolute minimum amount of information necessary for purchasing and inventory functions. To engage other functions for a service, you must enter additional information in the screen links. |
Use the fields in this block to assign basic information to a specific service, including the identification number, revision, and description.
This screen is the starting point for service initialization. You must enter data in the block before you can enter any additional service information. Additional maintenance of this screen is only required when you change information related to the service.
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The Identification block will automatically display on the screen regardless of which tab, subtask, or screen link is currently active. |
After you have set up the good's basic information, you can add optional information such as assigned standard text and other user-defined information.
For a new service, enter a unique part identification of up to 30 alphanumeric characters.
To change data for an existing service, use Query to select the service and make your changes.
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Note: If you enter an existing service ID and attempt to save the record, the system will display an error message indicating that the service ID already exists. |
Once saved, this service ID will be used throughout the system as the main identifier for the service.
Enter the revision of the service using up to 3 alphanumeric characters, as applicable.
If the Allow Multiple Revisions for Each Item checkbox is selected in the Product Definition Settings screen (Administration\Configure\Materials), you can store multiple revisions of the same service in the database at the same time. The system will treat each revision as a separate item. If the Allow Multiple Revisions for Each Item checkbox is not selected, only the last revision of the item will be stored.
If you are using revisions, the last revision assigned to the service will automatically display, but can be edited as necessary.
Enter a description for the service, up to 50 alphanumeric characters. This description is associated with the service ID as long as the service is active.
* A red asterisk denotes a required field.
Select the Assigned Standard Text screen link to enter the standard text to associate with a specific good. You can print standard text on purchase orders for this good using the Where-Used subtask.
Select the optional User-Defined Info link to enter information about the project or task that is not identified elsewhere in the Basic Info screen.
Changes to this screen update the ITEM (Item) table.
