Data Authorization Requirements Service Contracts

The table explains the various roles that can be defined for the activities related to Service.

Authorized Roles Tasks Associated Attributes Permissions
Service Administrator / Internal Sales Representative
  • Creates and maintains service contracts
  • Monitors service contracts
  • Renews service contracts
  • Service Contract
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
  • Installation Groups
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • Sales Price List
  • The employee can only see, create or modify assigned service contracts.
  • In the header of the contract:
    • The employee can only view and use assigned business partners.
    • The employee can only view and use assigned projects.
    • The employee can only view and use assigned sales price lists.
  • In the lines of the contract:
    • The employee can only view and use assigned business partners.
    • The employee can only view and use assigned installation groups.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
  • Releases contract installments to invoicing
  • Service Contract
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
  • The employee can only release installments for assigned service contracts.
  • Performs revenue recognition
  • Service Contract
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
  • The employee can only perform revenue recognition for assigned service contracts.
Account Manager / Service Manager
  • Monitors service contracts
  • Service Contract
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
  • The employee can only see, assigned service contracts.