One service order and multiple services ??????????

Question

Hello All
I am working on CRM 5.0 service module
Can I create a service order with more than one service I mean one document but contains multiple services and assign each service to a person responsible? And how?
Thanks in advance
Regards
Jacopo Françoise

Answer 1

You can create one service order with multiple service products,
the document will have both header and item level in both u need to assign the partner processing (emp responsible including) if there r different line items with different emp responsible u can satisfy ur issue.
abt theheader and item level some information:
understand what is transaction type? and the structure of the Transaction type.
The Transaction type determines the characteristics and attributes( what is the document category ,which Organizational data profile is allowed, which status profile is allowed, which action profile is allowed, which date profile is allowed, which Subject profile is allowed,which text determination profile is allowed, which partner determination profile is allowed and the number ranges for that particular transaction) of a particular transaction.
For example it says whethere the corresponding transaction is used for Lead, Opportunity or Sales order.
When it comes to Structure of a Transaction
it contains Header level data, Item level data and Schedule line data.
So Header level data is controlled by Transaction type.
Next comes Item level data The Item level data is controlled by Item category.
The Item category determines the characteristics and attributes of a line Item.
for example( it says whether the item is relevant for pricing or not, whether the item is relevant for billing or not, whether the item is relevant for shipping or not etc.)
The Item category will be determined automatically by the system at the run time depending upon the following key factors
Sales doc typeItem categoryHigher level Item+Item Usage
Hope this will help you in understanding Header level data and Item level data of a transaction.
Reward me points if helpful.
Regards
Manohar