Adding Work Plan Offering
You can define the work plans associated with a service plan by specifying the applicable units, quantities, coverage, related products/product line/product family, and Service Level Agreement (SLA) terms. Each work plan offering defines how the service tasks, tools, and parts within a Work Plan are delivered, billed, and covered under the service plan. This helps standardize the use of work plans when creating service contracts from service plan templates.
To add a work plan offering:
1. Go to ServiceMax Setup > Warranties & Service Contracts > Service Plans.
The Service Plans page is displayed. By default, the Service Plans page displays only recently viewed service plans.
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Alternatively, you can access the Service Plans page by clicking the App Launcher, type Service Plans in the search bar, and selecting it from the results.
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2. To view all service plans, click All Service Plans from the list view dropdown.
3. In the Service Plan Name column, select the required service plan name.
The selected Service Plan record page is displayed.
4. In the Service Flow Wizard, under the Service Plan Pricing section, select Service Offering.
The Edit Service Offering wizard is displayed.
In the Service Plan section, the Service Plan Name and SLA Terms fields are pre-populated based on the selected service plan. You can modify these values if needed, and the Service Plan record updates accordingly.
5. In the Edit Service Offering wizard, under the Lines section, select the Work Plan Offering tab.
6. Click Add Work Plan Offering.
A new row is created in the Work Plan Offering tab.
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You cannot add the same Work Plan and Product combination more than once as a Work Plan Offering in a single Service Plan.
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7. Provide the details for the fields as described in the following table.
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Field
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Description
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Work Plan
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Displays the name of the work plan to be offered as a service under the selected service plan. Select the required active work plan from the lookup list.
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Unit
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Displays the unit or measurement type used to determine how the work plan service is billed. The available options are:
• Hours: Billing is based on the duration of service.
• Amount: Billing is based on a fixed charge.
• Count: Billing is based on the number of service occurrences.
• Credits: Billing is based on predefined credit units.
Select the appropriate unit from the list based on how the work plan is billed.
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Agreed Quantity
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Displays the total number of service units agreed to be offered with the selected work plan when it is included as part of a service plan and covered under service contract. Enter the total quantity of services or units that are provided as part of the service plan coverage when a corresponding service contract is created.
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Quantity Per Transaction
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Displays the number of service units allocated per successful entitlement when this work plan is covered under a service plan. The default value is 1 (for example, 4 hours per entitlement when the unit is Hours). Enter the number of service units per entitlement.
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Product
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Displays the product that the work plan covers when it is included as a service coverage on service contract. Select the specific product that the work plan applies to from the lookup field.
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Product Family
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Displays the product family that the work plan covers when it is included as a service coverage on service contract. Select the appropriate product family from the list.
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Product Line
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Displays the product line that the work plan covers when it is included as a service coverage on service contract. Select the correct product line that corresponds to the selected work plan.
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SLA Term
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Displays the Service Level Agreement term applicable to the selected work plan. Select the applicable SLA term from the lookup list.
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Part Coverage
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Displays the percentage of parts cost covered under the work plan when included in the service plan. Enter the applicable percentage for part coverage.
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Labor Coverage
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Displays the percentage of labor cost covered under the work plan when included in the service plan. Enter the applicable percentage for labor coverage.
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Expense Coverage
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Displays the percentage of expense cost covered under the work plan when included in the service plan. Enter the applicable percentage for expense coverage.
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To add a new row for Work Plan Offering, select the Add Work Plan Offering button and add a work plan. Alternatively, in the Work Plan Offering tab, select the down arrow icon next to an existing Work Plan Offering record, and then select Clone. A new row is created, and you can modify the details as needed.
An error message is displayed if you assign more than one field such as Installed Product, Product, Product Family, or Product Line. The message states: Work Plan Offering: Populate any one field Installed Product, Product, Product Family, Product Line.
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8. To save the changes and stay on the Work Plan Offering tab, click Quick Save.
9. To save the changes and navigate back to the Details tab, click Save.
The new Work Plan Offering is created and becomes available for use in service contracts generated from service plan templates. For more information, see Creating a Service Contract from a Service Plan.
In the Related tab of the Service Plan record page, under Work Plan Offering related list, you can view all Work Plan Offerings for the selected service plan.