Service Financial Plan
Use this function to
In the navigation pane, select ITAM > Financial Management > Service Financial Plan.
Add Service Financial Plan
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1.
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From the Select Actions drop-down list, choose New Service Financial Management Plan. |
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2.
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Enter a Name and Description. |
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3.
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Enter the Record Details. |
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4.
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Enter the Financial Details. |
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5.
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To enter a Service Catalog Item, click Add. Then, in the Service Catalog item dialog box, search for and select the applicable service item. |
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6.
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When all selections/entries are made, click Add. |
Edit Service Financial Plan
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Not all functions include an option to edit record line items shown in the main window. |
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1.
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Navigate to the window containing the record to edit. |
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2.
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Click the line containing the record. The applicable window or dialog box displays. |
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3.
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Make the necessary modifications. |
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4.
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Click Save or Add, as applicable. |
Delete Service Financial Plan
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Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
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1.
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Click the line that contains the item to delete. |
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From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, type Delete and click Deleteto confirm. |
Other Functions and Page Elements
