Creating Services Items

To create a stand-alone Services Item for a Services Product:
1. View the Configurations category for the required Services Product. For more information, see Configurations for Services Products.
2. From the page toolbar or Actions menu, click Create .
To create a Services Item within the structure of another Services Item:
1. View the Composition category for the required Services Item. For more information, see Compositions for Services Items.
2. Click Edit .
3. Select the Services Item that will be the parent of the new Services Item.
4. Click Actions > Create New . The app searches for Services Products nested within the current Services Product to use as a basis for the new Services Item.
5. Select the required product and click Done.
To create a Services Item from the Configurations app category or tab in the My View app category, follow these steps:
1. View the Configurations app category or tab in My View.
2. Click Create New . A search window opens for you to select a Based-on product.
3. Select the required Services Product and click OK. This is the equivalent of using the Configurations category for the required Services Product.

Enter these details:


Field Name	Description
Name	Type a name for the Services Item or select Autoname to have the app assign a name automatically.
Type	Type of object: Services Item. On premises only: Your company could have created subtypes, allowing you to select a different type. By default, though, Services Item is the only choice.
Marketing Name	The marketing name for the Services Item.
Derived From	Click to select the Services Item from which this Services Item will be derived. The search only lets you choose a Services Item in the Release or General Availability state. The selected Services Item must be based on a Services Product within the product nesting structure of the current product, and that is not already used in the Services Item structure. The app uses these items from the selected Services Item: All selected configuration features and configuration options The same composition All reference documents All markets Based on the same Services Product All extensions Rule compliance and configuration status After you create the new Services Item, you can edit or change any of the above items without affecting the original Services Item. In addition, any changes made to the original Services Item do not affect the new Services Item. On the cloud only: The above items are copied from the selected Services Item. On premises only: Your Administrator can define additional items to be copied from the derived-from service item to the new service item.
Start Effectivity	Click to select the date when the effectivity of this Services Item should start. If a value is entered for End Effectivity, then the Start Effectivity date is mandatory and must be earlier than that date. Date effectivity allows filtering to display only effective configuration features and configuration options. If these fields are left blank when creating a Services Item, then all configuration features and configuration options are displayed. Start effectivity is also used when filtering the structure.
End Effectivity	Click to select the date when the effectivity of this Services Item should end. If a value is entered for start effectivity, then the end effectivity date is not mandatory. If you do enter a value, the date must be later than the start effectivity date.
Marketing Text	Additional text used for marketing the Services Item.
Description	Type details that describe the Services Items.
Owner	Click to assign an owner. By default, the owner is the person who creates the Services Item.
Sponsor	Click to select a person who endorses this product.
Saleable	Choose Yes if the Services Item can be sold. Choose No if the Services Item will not be sold by itself. If the parent Services Product has Commercial set to No, you cannot choose Yes.
Sales Intent	Indicates how the Services Item 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. Order: For sale to customers. Accessory: The default for Services Items based on configuration features.

Click Done.