Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

...

For information on tracking other types of non-traditional Services, please review our article on Tracking non-traditional Services.

Here are some items to consider:

...

No matter what method your Organization does for tracking Service Features, if there are plans to Bill, some form of Charge Catalogs will be needed to manage the Charges

It is strongly encouraged to create new Charge Catalogs to represent the Service Feature fees so that they can be changed and updated independently from other Services to ensure clean billing. 

Note: To show an item on a Bill, it must be Active and Assigned to an Owner. Services will not appear on a Bill until they have been activated and assigned to an Owner, and as such, any Service Features on the Service will also not appear.

UDFs

Using User-Defined Fields, your Organization can set up any number of fields desired for the Service Features.

...