Creating IB Variance Rules

Service Modules > Product Structure > Product Structure for Administrators > Installed Base Variance Validation and Calculations > Creating IB Variance Rules

You can create an Installed Product Variance Rule to define how part variances are identified and calculated across Installed Products and Product Structures.

Variance Rules determine how missing and non-compliant parts are validated, weighted, and categorized by severity. By configuring these rules, you can control how Installed Base (IB) variance percentages are computed and ensure consistent evaluation across all products or specific product groups.

The following types of variance rules are supported:

• Org Level Rule – A predefined rule available at the organization level. If no matching Product Rules are found, or if Product Rules are not defined, the Org Level Rule is automatically used for variance calculation.

Currently, you cannot create, clone, or delete the Org Level Rule. You can edit the rule.

• Product Rule – A user-defined rule that applies to specific products or parts.

To create rules:

1. Navigate to ServiceMax Setup > Product & Parts > Installed Product Variance

2. Enable the Installed Product Validation toggle. The option is disabled by default. You must enable this the first time you configure IB Variance Rules or whenever it has manually disabled.

3. In the Product Rules section, click Add Rule.

The rule creation process consists of the following configuration steps:

• Defining General Properties

• Defining Validation Source for Issue Types

• Configuring Percentage Distribution and Severity Settings