Configurations for Services Products

The Configurations category lets you access Services Items for a Services Product. The Configurations tab on the My View page lets you access Services Items for all Services Products.

Services Items also show in the Product Configurations app category for Variant Management.

Required license role: Services Product Manager, Services Product Developer, Services Product Contributor,Services Product Business Metrics, Review and Approve

To access this page:

  1. Open the My View page. For more information, see Home Page/My View.
  2. Click the Configurations tab.

Or

  1. View the category menu for Services Management. For more information, see User Interface.
  2. In the navigation pane, click Configurations.

Or

  1. Open the required Services Product. For more information, see Opening a Services Product.
  2. In the navigation pane, click Configurations.

This topic describes:

This page discusses:

See Also
In Other Guides
Page Toolbar Icons

Columns

Column Name Description
Marketing Name The marketing name of the Services Item.
Name The name of the Services Item. Click to open.
Type Object type: Services Item.
Description Details about the Services Item.
Based On The name of the product on which this Services Item is based.
Derived From If the Services Item was derived from another Services Item, the name of that Services Item.
State

Shows up to 3 lines for the previous, current, and next lifecycle states. The current state is highlighted, and you can click it to open the Lifecycle page. If you only see 2 lines, the item is in its first or last state. Hover over the state to view the available actions:

Action Description
Promote the item to the next state.
Demote the item to its previous state.
Promote the item to its final state.
Note: Hover actions are not available on mobile devices.

Owner Person responsible for the Services Item.
Overall Completeness Status Indicates how complete the Services Item is:

Value Description
Complete

Rules are activated

Rules compliancy is valid (has a value only if rules are activated)

Configuration is complete (every must option is selected)

Every effective nested product of the product is matched by composed items according to the defined cardinality (one, optional, mandatory, several)

  • One: the composition is complete if there is one and only one item for the nested product.
  • Optional: the composition is complete if there is zero or one item for the nested product. If more than one, the composition is not complete.
  • Mandatory: the composition is complete if there is one or more items for the nested product. If zero, the composition is not complete.
  • Several: the composition is always complete.

There is no composed item that does not match an effective nested product of the product for the given cardinality definitions.

Every composed item is complete
Partial The above conditions are not met.

Configuration Completeness Status Indicates how complete the Product Configuration is:
  • Partial: At least one "must select" feature does not have a value, part of the product definition is missing—the resulting product is partial.
  • Complete: All "must select" features have a value and "single select" features have no more than one option selected—the resulting product is coherent and complete.
  • Hybrid: At least one "single select" feature has multiple options selected, so the resulting product is a mix of several valid products—it is hybrid.
Rule Compliancy Status Indicates whether the Product Configuration is compliant with configuration rules:
  • Valid: Selected options are all compatible. No conflict was found.
  • Invalid: Some selected options are not compatible. They are in conflict with one or more rules defined in the system.
  • Unknown: No status was computed. Rules are disabled.
Sales Intent Indicates how the configuration is intended to be used to sell the product:
  • Standard Configuration: Can be sold in the market and appears in a product catalog.
  • Custom Configuration: An off-the-shelf item in the product catalog that is partially configured. It can be completely configured to become a standard configuration.
Purpose Indicates how the Services Item will be used:
  • Evaluation: For internal engineering, for example, to test configuration rules.
    Note: It is possible to create an invalid configuration for evaluation purposes. If it is preferred that this be blocked, you can configure the command action to be hidden when the configuration is invalid.
  • Order: For sale to customers.
  • Accessory: The default for Product Configurations based on configuration features.
Start Effectivity The date this Services Item is effective. If an end effectivity date is defined, then the start effectivity date is mandatory and must be earlier than that date.
End Effectivity The date after which this Services Item is no longer used. If a start effectivity date is defined, then the end effectivity date is optional, but if defined, it must be later than the start effectivity date.

Filters

Click to select a filter. You can choose to show only those configurations that you own, or all configurations.

Actions/Toolbar Commands

You must have the Services Product Manager or Services Product Developer license role to perform these actions.

Action Description For More Information
Create Creates a new Services Item. Creating Services Items
Delete Deletes the selected Services Item. Click OK to confirm. You can only delete Services Items in the Create state. –
Compare Configurations Generates a report that compares the feature and product structure for two Product Configurations.

Only shows on the Configurations category for a Services Product.

 Variant Management User's Guide: Product Configuration Comparison Report