Service Manager powered by HEAT

Example: Enabling Cost Items in a Business Object

This example shows how to enable the Cost Item field within a business object, so that users can access it.

1.From the Configuration Console, click Build > Business Object to open the Business Objects workspace.

2.Open the business object to which to add the Cost Item field.

3.Create the relationship (see Using Relationships) by doing the following:

a.

From the Relationships tab, add a relationship to Frs_ITFM_Transaction (if one does not already exist).

b.

Set the parameters as shown:

Frs_ITFM_Transaction Parameters

4.To add the tab to the workspace, do the following:

a.

Click Layouts.

b.

Select the form to use.

5.Click formView. The Form View Editor appears.

6.Near the bottom of the page, click Add Child Panel.

7.Add the information for Cost Item.

Sample Cost Item Child Panel Settings

Field	Value
Display Name	Cost Item
Object	Frs_ITFM_Transaction
Relationships	ServiceReqAssocFrs_ITFM_Transaction
Display	List
List	Frs_ITFM_Transaction.DefaultGrid
Forms	Frs_ITFM_Transaction.ManualEntryForm
Placement	Tab

8.Click Save.

9.To define the rollup cost relationships (see About Data Rollups), do the following:

a.

Click Frs_ITFM_Transaction from the list.

b.

Set the following in the FormView Child Panel Relationship Editor. See About Tracking Cost Relationships in a Service Request.

Display Name	Rollup Chain
Task Cost Item	ServiceReq -> Task -> Frs_ITFM_Transaction
Parameter Cost Item	ServiceReq -> ServiceReqParam -> Frs_ITM_Transaction
Parameter Link Cost Item	ServiceReq -> ServiceReqParam -> ServiceReqParamLink -> Frs_ITFM_Transaction

Sample Form View Child Panel Rollups

10.Check Show Summary screen for transactions to add the cost summary panel.

Sample Cost Summary Panel

11.Click Edit Summary Settings to define what appears in the cost summary panel.

Sample Transaction Summary Settings

12.Click Save.

About Tracking Cost Relationships in a Service Request

Each service request has a task and a ServiceReqParam attached, each having their own cost items. The ServiceReqParam has attached to it ServiceReqParamLink, which has its own cost item. And the service request itself has a cost item. The following diagram illustrates the relationship given in the above example.

Cost Relationship