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Function documentationSetting up Service Request Transactions

 

Several features are available that makes it easier for your customers or your service teams to fill out a service request.

Features

  • You can use expanded capabilities of multilevel categorization to categorize your service requests quickly and accurately and, for example, to determine service products automatically based on the selected categorization. .

    To use the multilevel categorization, you must have made settings related to multilevel categorization under Start of the navigation path CRM Cross-Application Components Next navigation step Multilevel Categorization End of the navigation path

    • Define Application Areas for Categorization

    • Assign Transaction Types to Catalog Categories

    • Assign Item Categories to Catalog Categories

    For more information, see Multilevel Categorization

  • You can define templates to facilitate the entry of commonly reported requests.

  • You can lock one or several transactions to another transaction, which becomes a master service request. This enables the service team to process the request more efficiently, as they can deal with a single master request and do not have to administer each individual service request transaction. Users can add attachments to locked transactions, but cannot make any other individual changes unless they first unlock the transaction from the master service request.

  • You can view and maintain a list of linked back-end service processes as well as linked CRM objects such as e-mail and knowledge articles. For more information, see Business Context.