Associate install base items with account consumers

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Enable customer service managers to track the instances provisioned by associating install base items with account consumers.

    始める前に

    Role required: sn_customerservice_manager

    手順

    1. Navigate to All > Customer Service > Products > Install Base Items.
    2. Select an item that doesn’t have a consumer associated with it yet.
    3. Either add an existing consumer or a new one.
      表 : 1. Actions and procedure
      Action Procedure
      Add an existing consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon.).
      2. Select a consumer from the list.
      Add a new consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon.).
      2. Select New.
      3. On the Consumer form, fill in the fields.
      4. Select Submit.
    4. Select Update to save your changes.