Activating a Service Plan
You can activate a service plan to make it available for use in creating service contracts and managing service coverage.
To activate a service plan:
1. Go to ServiceMax Setup > Warranties & Service Contracts > Service Plans.
The Service Plans page is displayed. By default, the Service Plans page displays only recently viewed service plans.
 |
Alternatively, access the Service Plans page by clicking the App Launcher, typing Service Plans in the search bar, and selecting it from the results.
|
2. To view all service plans, click All Service Plans from the list view dropdown.
3. In the Service Plan Name column, select the required service plan name to open the Service Plan Record Page. On the record, view the Details tab.
4. Click the Edit Active icon next to the Active field, and then check the box.
5. Click Save.
|
|
• You can also activate a service plan from the Service Plans page by hovering over the Active checkbox in the Active column, selecting the pencil icon, and performing an in-line edit. In-line edits for activating or deactivating service plans do not save automatically. Click Save to apply the change or Cancel to discard it.
• It is recommended to only active a Service Plan once all its coverages, pricing, and offerings have been fully defined.
|