Servitization Setup

The below settings control how the Servitization job will generate Servitization Details and also control which output Objects will be created from the details.

Field Definitions

Servitization Detail to Thing Lookup

Select the Servitization Detail field which represents a lookup to the Thing Object. (Typically “Asset”)

Servitization Coverage to Thing Lookup

Select the Servitization Coverage field which represents a lookup to the Thing Object. (Typically “Asset”)

Thing Business Hours

The field from your Thing object which is a Lookup to Business Hours. OPTIONAL: Only needed if each Thing needs to specify the Business Hours to use. Can also specify a default on each Servitization Plan.

Servitization Mappings

These Object Mappings specify which output Objects are created, and the field level mappings of each. For example, you might want to create an “Order/OrderLine” to represent your Servitization Output. Alternatively, you might instead want to user “Quote/QuoteLine” or “Proforma Invoice/Lines”.

1. Select the Target Object first

   Note

   Source Objects are predefined and are available in Field Mappings below
2. For any output field you’d like to populate, select a Mapping Type.
3. Select the Source Field or specify a Value

   Hint

   Formula fields are powerful for source fields
4. Click Save and return to Servitization Settings

Servitization Job Scheduling

The schedule for the Servitization generation is managed in the lower section of the Servitization settings page.

1. If an existing schedule has already been configured, select Disable prior to configuring a new schedule.
2. In the Schedule drop-down menu, select the desired frequency.
3. Enter the appropriate value in the At field
   • Hourly: Define how many minutes past the hour to run the sync.
   • Daily: Define the time of day.
   • Weekly: Define the day of the week and time of day.
   • Monthly: Define which day of the month and the time of day.
4. Select Enable.