Description

This use case describes how to associate a service bundle with an asset bundle and its components.

You can associate a service bundle or a service option with either an equipment asset bundle or an equipment asset option at a time, but not with both.

The following table lists a sample asset bundle and a service bundle.

Asset Bundle 1Service Bundle 1
Asset Bundle Option 1Service Bundle Option 1
Asset Bundle Option 2Service Bundle Option 2
Asset Bundle Option 3Service Bundle Option 3
Asset Bundle Option 4Service Bundle Option 4

Association

  1. Create a quote.
  2. Navigate to the Installed Products page.

  3. On the Purchased Products tab, select Asset Bundle 1.

  4. Click Relate. The Service Catalog is displayed.

  5. Select Service Bundle 1 and click Configure. The Config page is displayed.

  6. Select Service Bundle Option 1.
    1. Click the icon next to it. The Manage Service Bundle Option 1 page with the following assets is displayed.
      • Asset Bundle 1
      • Asset Bundle Option 1
      • Asset Bundle Option 2
      • Asset Bundle Option 3
      • Asset Bundle Option 4
    2. Click the checkbox next to Asset Bundle 1 until you clear the selection. 
    3. Select Asset Bundle Option 1 and click Save. The Config page is displayed.
  7. Select Service Bundle Option 2.
    1. Click the icon next to it. The Manage Service Bundle Option 2 page with the following assets is displayed.
      • Asset Bundle 1
      • Asset Bundle Option 1
      • Asset Bundle Option 2
      • Asset Bundle Option 3
      • Asset Bundle Option 4
    2. Click the checkbox next to Asset Bundle 1 until you clear the selection. 
    3. Select Asset Bundle Option 2 and click Save. The Config page is displayed.
  8. Click Go to Pricing. The Service Cart is displayed.
  9. Hover the mouse on Service Bundle 1, click the more icon () and select Related Line Items. You can see Asset Bundle 1.
  10. Click the icon to expand Service Bundle 1 and hover the mouse on Service Bundle Option 1, click the more icon () and select Related Line Items. You can see Asset Bundle Option 1.
  11. Click the icon to expand Service Bundle 1 and hover the mouse on Service Bundle Option 2, click the more icon () and select Related Line Items. You can see Asset Bundle Option 2.

  12. Finalize the cart.

  13. After your customer accepts the quote, an order is generated.

  14. After you activate the order, new service asset Service Bundle 1 with service options is generated. The service asset is active and visible on the account.

  15. Navigate to the Installed products page. You can see the association between the service asset and equipment asset on the Purchased Products tab and the Related Purchases tab.