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Field
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Description
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Fields marked with * are mandatory.
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Product Service Campaign Name*
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The name for the PSC record. You must always provide a new name for the clones PSC.
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Description
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The description for the PSC record.
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Start Date*
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The creation date of the PSC record.
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End Date
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The end date for the PSC header record.
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Product ID
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The value of the Product record that is linked to the PSC header record. This value determines whether the criteria defined in the Search Criteria component is for a Specific Product.
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Status*
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The status of the PSC header record. The following are the available options:
• New
• In Progress
• On Hold
• Completed
• Closed
• Cannot Complete
• Canceled
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Priority
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The priority of the PSC Header record. The following are the available options:
• High
• Low
• Medium
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Type
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The type of service required for the PSC. The following are the available options:
• Modification
• Recall
• Service
• Upgrade
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Default Delivery Method*
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The delivery methods for the PSC record.
The following are the available options:
• No Delivery
• Case
• Work Order
• Return Order
• Asset Notification
• Opportunity
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PSC Configuration
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The defined PSC Configuration template selected using the lookup field.
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Send Notifications
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This option is for sending an email notification to the user who is the owner of the PSC record.
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Work Type
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This lookup field is used for configuring the work type specific to the PSC record, which can be utilized to update the output records using work type and work plan.
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Price Book
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Use the lookup field to select the pricebook to be referenced for the PSC.
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