Asset 360 Suite > Asset 360 for End Users > Product Service Campaigns > Managing Product Service Campaign Records > Creating a PSC Record
Creating a PSC Record
To create a PSC record:
1. Navigate to the Product Service Campaigns tab.
2. Click New.
The New Product Service Campaign screen is displayed.
3. Provide the details for the fields as described in the following table.
Field
Description
Fields marked with * are mandatory.
Product Service Campaign Name*
Enter the name for the PSC record.
Description
Enter the description detailing the specifics of the PSC record.
Start Date*
Enter the creation date of the PSC record.
End Date
Enter the end date for the PSC record.
* 
• The end date cannot be earlier than the start date.
• The End Date field is mapped to the Close Date field in the Opportunity object. Hence, when the delivery method is Opportunity, either select the end date, or ensure that there is a mapping defined in the PSC template for the Close Date field.
Product
Enter the product record to be linked to the PSC header record. This value determines whether the criteria defined in the Search Criteria component is for a Specific Product.
* 
The product record chosen in this field gets automatically populated in the Search Criteria component, limiting the search to this specific product. This selection can be changed later if required.
Status*
Enter the status for the PSC header record. The following options are available:
• New
• In Progress
• On Hold
• Completed
• Closed
• Cannot Complete
• Canceled
* 
The status New is the default value for the status during the creation stage.
Priority
Enter the priority of the PSC Header record. The following options are available:
• High
• Low
• Medium
• Critical
Type
Enter the type of service required for the PSC. The following options are available as default values:
• Modification
• Recall
• Service
• Upgrade
* 
This field may also have custom picklist values, depending on Admin configuration.
Default Delivery Method*
Select the delivery methods for the PSC. Move the delivery methods of your selection from the Available section to the Chosen section using the arrows. The following options are available:
• No Delivery
• Case
• Work Order
• Return Order
• Asset Notification
• Opportunity
* 
• Work Order is selected as the delivery method by default.
• You can select up to three delivery methods for a PSC.
• If you select the No Delivery option, do not select any other delivery method.
• If you select more than three delivery methods OR select the No Delivery option along with other delivery methods, the following error is displayed when you save the PSC record:
The selections for the Default Delivery Method are invalid. No more than three options can be chosen, and no other options can be selected if ‘No Delivery’ is chosen.
PSC Configuration
Use the lookup field and select the PSC configuration template to use for the PSC.
Send Email Notification
Enable this option for sending email notifications to the user who is the owner of the PSC header record.
* 
When you enable this option, the PSC owner receives an email notification both for the completion of the PSC search process and when the delivery output records are generated.
Price Book
Use the lookup field to select the pricebook to be referenced for the PSC.
* 
This field is applicable only if you have selected Opportunity as the default delivery method.
Work Type
The lookup field is used for configuring the work type specific to the PSC record, which is used to update the output records using work type and work plan.
Owner Name
Displays the name of the PSC record owner.
4. Click Save.
* 
Click Save & New to save the PSC record and then create another record.
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