Define primary information for a value-added service

After you have created a service, you can now define the details for the newly created service. Also, if you have already defined the service details, you can modify the service details.

1. Navigate to the Primary Information screen. To navigate to the Primary Information screen, perform the following steps:
   1. Log in to Sterling™ Business Center as an Item Administrator.
   2. The application home page is displayed. Click the Products tab.
   3. From the Products home page, click Find Service in the Catalog dashlet.
   4. In the Service Search screen, click Search to view a list of all the available services. Alternatively, use either the Basic Search or the Advanced Search option to narrow down the list of services displayed.
   5. In the Services panel that is displayed, click the Service ID hyperlink.

      The Primary Information screen is displayed.

2. From the Service Status drop-down list, select the status of the service. Select one of the following:
   • Held (Unpublished): select to make the item unavailable. Such items are not processed by the IBM® Sterling Order Management System APIs.
   • Published: select to make the item available to the IBM Sterling Order Management System APIs.
3. In the Short Description* text box, enter the brief description of the service. This description is displayed when the list of items are displayed in a table. For example, in the Search Results screen.
4. In the Long Description text box, enter the detailed description of the service. This description is displayed at wherever the service details are displayed. For example, in the Service Details screen.
5. In the Extended Description box, enter a more detailed description of the service.
6. Enter the Run Quantity. This text box is displayed only if you have created a Kitting type of value-added service.

   A run quantity is used to calculate the number of items that must be created when there is insufficient inventory to meet an order for the item. In other words, this indicates the number of items when a compliance service is run. By grouping the production of an item that has compliance services applied to it, inventory can be created in anticipation of the buyer's requirements.

   The run quantity is a number that indicates how many items to batch together the actual request for product and the available inventory to determine how many items must have the compliance service applied.

   For example, if the run quantity is 10, and a buyer requests 8 of the item, but there is only 1 on hand, 10 items have the compliance services applied. The result is that the buyer receives 8 items, 1 from the current inventory, 7 that are newly created, and 3 newly created items that are now available in the inventory.

   If a buyer requires more than what the run quantity has, the run quantity is used to create several runs. For example, if a buyer were to request 22 items, and only 1 item is in stock, doing a run of 10 would not meet the request. Doing two runs of 10 each would also not satisfy the request, but doing 3 runs would satisfy the request. Therefore, a single run of 30 is done.

   The run quantity must be set based on the anticipated buyer requirements. For example, for bulky items such as refrigerators or washing machines, the number might be low. For items that the buyer purchases in large quantities, such as T-shirts embroidered with a sports team logo, the number might be higher.

7. Based on your requirement, select or clear the Create work order while scheduling an order requiring this service check box. This is available only if you have created a Compliance type of value-added service.

   Select this option to automatically generate a work order as necessary when scheduling an order. This is typically used when the scheduling process has to consider setting aside items that are to be supplied as part of the order, or when there is a need for allocating time to perform the compliance service.

   When processing of a schedule is performed, the processing may detect the need to create more items in order to meet the requirements of an order. This option lets you control whether a work order must be generated, based on your procedures.

   For example, you may have a compliance service that includes adding a warranty card to each of the telephones shipped. Because of the way telephones are packed, this can be done as part of the packing process, and no separate work order is required. Also, there is no need to separately reserve telephones for this particular order because they do not require any other special handling, and can be used to supply other order demands. In such a situation, you must clear the Create work order while scheduling an order requiring this service check box.

   Let us assume that in a different scenario, a buyer's corporate label is applied to the telephones that are shipped. In order to schedule the order, a work order is generated to track the process, and inventory is allocated to create customized telephones. These customized telephones cannot be used supplied as part of another buyer's order. In this scenario, you must select the Create work order while scheduling an order requiring this service check box to automatically generate the work order and to allocate stock to fulfill the compliance service task.

8. Click Save in the Primary Information screen.

   Notes:

   • If more than one locale is configured, the Localize icon is displayed adjacent to all the localizable fields and the Localize related task is displayed in the Related Tasks panel. The localizable fields such as Short Description, Long Description, and so on, are always displayed in the base locale irrespective of the user locale. For example, if IBM Sterling Business Center is localized to French with the base locale as English, and a French user logs in to Sterling Business Center, all the UI literals except the localizable fields are displayed in French. The localizable fields are displayed in English. The user can click either the Localize icon or Localize to localize a field that is displayed in the base locale.
   • * indicates that the field is mandatory.

     The primary information for the value-added service is defined. You can now perform the related tasks such as managing instructions, managing associations, and so on.