SSKVFR_cd - Documentation Index
Table of Contents
Product overview
What's new
… in feature channels for Maximo Service Provider
What's new in Maximo Service Provider 9.2
… in 9.1
... in 8.0
Accessibility features for Maximo Service Provider
Deploying Maximo Service Provider in Maximo Application Suite
Configuring Maximo Service Provider
Configuring the product from version 7.5.1 or earlier
Restoring object relationships in the MAXRELATIONSHIP table
Restoring service address fields
Modifying stored queries for service address data
Configuring customers, customer objects, and related data
Configuring system settings
Specifying SLA options
Bill batch copy options
Copying bill lines to a bill batch in the background
Configuring access to restart bill batch copying
Setting billing options
Configuring ticket options
Activating automated billing
Migration of SLAs, response plans, and related objects with Migration Manager
Database tables and columns in the product
Security configuration
Access to customer-level data
Levels of customer authorization
Customer data objects and restriction conditions
Default customer objects and restriction conditions
Securing customer information
Applying default customer objects and restriction conditions to security groups
Conditional expression syntax
Sample conditional classes
Specifying customer authorization conditions
Configuring access to the Bill Review application
Creating customer records
Customer-specific records
Customer agreements
Service level agreements (SLAs)
Creating person records
Response plans
Managing customer inventory
Managing list prices in price books
Work orders for customers
Customer specific job cards
Security configuration
Customer agreements
Setting up schedules to bill for services
Billing schedules for recurring costs
Creating billing schedules for recurring costs
Billing schedule types
Fixed fee billing schedules
Example: Billing for fixed monthly fees
Billing schedules
Service item billing schedules
Scheduled usage billing schedules
Actual usage billing schedules
Schedules for billing-managed assets
Billing multiple managed assets in a single sales order
Price schedules on customer agreements
Automated and grouped billing from price schedules
Milestone billing of projects
Continuous billing of work for price schedules
Specifying special pricing on a price schedule
Included and minimum pricing thresholds
Price quotes
Example: Calculation of a mixed price estimate
Partial billing of open work orders
Customer pool agreements
Pricing rules on price schedules
Services pricing rules
Tools pricing rules
Material pricing rules
Labor pricing rules
Fees and charges pricing rules
IT asset performance-based price schedules
Service level agreement (SLA) breach pricing rules
Sales orders
Condition matches on price schedules, SLAs, and response plans
Specifying list prices with price books
Price books
Creating price books
Price book statuses
Price adjustments
Price book revisions
Condition-based pricing of item services
Condition matches on price schedules, SLAs, and response plans
Customer agreement templates
Customer MRO agreements
Customer pool agreements
Terms and conditions
Customer agreement revisions
Extending billing schedule dates for customer agreement
Editing customer agreements without revisions
Creating agreement logs
Billing for services
Working with bill batches
Reviewing and completing bill batches
Billable work orders, tickets, and sales orders
Manual copy of work orders, tickets, and sales orders to bill batches
Price adjustments to bill lines
Sales tax calculations
Bill batch line status
Bill batch statuses
For customers: Reviewing bill batches from your service provider
Customer bill batch reviews
Viewing costs on bills
Application overview
Activities and tasks application
Work orders for customers
Customer agreements and price schedules for work orders
Estimating prices for work requests
Price quotes on work orders
Response plans on work orders
Assets application
Customers and assets
asset classifications
asset classifications and primary customers
Usage measurement and billing
Customer synchronization
Bulletin Board application
Bulletin board audiences
Email communications
Creating bulletin board messages
Specifying audiences for bulletin board messages
Changes application
Work orders for customers
Types of tickets and work orders
Customer agreements and price schedules for work orders
Estimating prices for work requests
Price quotes on work orders
Response plans on work orders
Classifications
Classification types
Changing the type of a classification
Classification rules
Effects of changes to classification hierarchies
Creating classifications
Customers and Classifications
Restricted classifications
Associating a classification with a customer
Associating customers with child classifications or attributes
Attributes
Characterizing a classification with attributes
Companies and Company Master records
Configuration Items application
Customers and configuration items
Customer and configuration item matches
Configuration item classifications
Customer synchronization
Domains overview
Domain restrictions by customer
Adding numeric domains
Adding numeric range domains
Creating synonyms of internal values
Escalations application
Incidents application
Tickets for customers
Types of tickets and work orders
Customer agreements on tickets
Locations on tickets
Response plans on tickets
Service level agreements (SLAs) on tickets
Ticket classifications
Item Master application
Associations between customers and items
item classifications
Price books for items, services, labor, and tools
Price books
Job plans
Customer specific job cards
Locations application
Customers, locations, and service addresses
Charge-back costs
Usage measurement and billing
Organizations SP application
People application
Price books
Preventive Maintenance
Associating a PM record to a customer
Forecasting customer prices
Problems application
Tickets for customers
Types of tickets and work orders
Customer agreements on tickets
Locations on tickets
Response plans on tickets
Service level agreements (SLAs) on tickets
Ticket classifications
Releases application
Work orders for customers
Types of tickets and work orders
Customer agreements and price schedules for work orders
Estimating prices for work requests
Price quotes on work orders
Response plans on work orders
Response plans
Sales orders
Decommissioning assets automatically after sale
Service Items application
item classifications
Price books for items, services, labor, and tools
Price books
Associations between customers and items
Service level agreements (SLAs)
Service level agreement calendars
Condition matches on price schedules, SLAs, and response plans
Service level agreement (SLA) holds
SLA breaches
Service Requests
Tickets for customers
Customer agreements on tickets
Estimating prices for work requests
Locations on tickets
Response plans on tickets
Service level agreements (SLAs) on tickets
Ticket classifications
Solutions application
Associations between customers and solutions
Solution classifications
Creating solutions
Tools application
Price books for items, services, labor, and tools
Price books
View Service Requests
Work Orders
Work orders for customers
Customer agreements and price schedules for work orders
Estimating prices for work requests
Price quotes on work orders
Response plans on work orders
Troubleshooting and support
Conditional User Interface
Notices