Friday, June 16, 2017

Create a Service Item in Oracle

To create a service item:

  1. Open Oracle Inventory and navigate to Inventory. Select Items, and then select Master Items.
  2. If prompted, enter an Organization.
    The Master Items window appears.
  3. Enter an item.
  4. Enter a description.
  5. From the Main tab:
    1. Select the User Item Type, Service Pgm / Warranty.
    2. Select a unit of measure (UOM), from the Primary LOV.

      Note: You set up a service using a time UOM, such as Year, not a quantity UOM, such as Each.

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  6. Select the Order Management tab: 

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    1. Select the Customer Ordered check box.
      The Customer Orders Enabled check box is automatically selected.
    2. Select the OE Transactable check box.
    3. Select the Internal Ordered check box.
      The Internal Ordered Enabled check box is selected automatically. 
  7. Select the Invoicing tab:

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    • Select the Invoiceable Item and Invoice Enabled check boxes
  8. Select the Service tab.

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    1. In the Contract Item Type, select Service from the LOV. 
    2. Select a Duration and Duration Period.
      The duration and duration period are used for passing the service duration for the service item, when it is selected in the Oracle Quoting application.
    3. From the Template LOV, select a coverage template.
  9. Save.

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