Use Case: Bundle to Bundle and Components
Description
This use case describes how to associate a service bundle with an asset bundle and its components.
Note:
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 1 | Service Bundle 1 |
|---|---|
Asset Bundle Option 1 | Service Bundle Option 1 |
Asset Bundle Option 2 | Service Bundle Option 2 |
Asset Bundle Option 3 | Service Bundle Option 3 |
Asset Bundle Option 4 | Service Bundle Option 4 |
Association
- Create a quote.
- Navigate to the Installed Products page.
- On the Purchased Products tab, select Asset Bundle 1.
- Click Relate. The Service Catalog is displayed.
- Select Service Bundle 1 and click Configure. The Config page is displayed.
- Select Service Bundle Option 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
- Click the checkbox next to Asset Bundle 1 until you clear the selection.
- Select Asset Bundle Option 1 and click Save. The Config page is displayed.
- Click the
- Select Service Bundle Option 2.
- 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
- Click the checkbox next to Asset Bundle 1 until you clear the selection.
- Select Asset Bundle Option 2 and click Save. The Config page is displayed.
- Click the
- Click Go to Pricing. The Service Cart is displayed.
- Hover the mouse on Service Bundle 1, click the more icon (
) and select Related Line Items. You can see Asset Bundle 1.
- 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.
- 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.
- Finalize the cart.
- After your customer accepts the quote, an order is generated.
- 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.
- 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.
