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Service Types

Last Updated: Oct 14, 2020

Service Types are configured in Setup / Product Catalog / Service / Service Types

Overview

Service types provide a means to categorize services within the system and are primarily used for reporting purposes. Examples types could be: Data, Voice, Fee, Device, etc.

Prerequisites

Service types can be setup in the system immediately, there are no prerequisite configuration steps.

The Service Types Panel

The Service Types panel on the left of this screen allows you to select existing service types to view and edit on the Edit Service Type Panel to the right. Actions are also available which are shown as icons on the left above the Filter text box. Available actions are detailed below.

Actions

Icon

Description

Deletes the selected service type. If this action is greyed out it indicates that the service type is in use and cannot be deleted

Adds a new service type

Service Types List

The Service Types panel on the left of the screen shows the current service types that have been setup.

When you select a service type in the list additional details will be displayed on the Edit Service Type Panel to the right. These details are explained below.

The Edit Service Type Panel

The information in this panel reflects the currently selected service type. From here you can change service type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Service Type Fields:

  • Name: a descriptive name for the type, e.g. 'data service'

  • Base Type: a means of classifying the service type which mainly is useful for reporting purposes. Selecting a type of 'Fee' here will result in the service that the service type is configured on being selectable when setting up one-time charges on a package. Specifically, services with a service type > base type of 'Fee' will be selectable when defining the charge service on the Package > Package Frequency > One Time tab

References tab

This tab indicates which services in the system are using the service type that you have selected.