Help CenterBefore using the Services module, several key configurations must be defined in advance to ensure a smooth and consistent experience across all service records.
These configurations establish the foundational data used throughout the module - such as classifications, unit of measure, skills domains and categories - ensuring standardization, accuracy and ease of selection when creating or maintaining service profiles.
Once defined, these elements become available as selectable options within the service forms and related sections.
Configuration Access
All cost center-related configurations are managed centrally within the Control Center.
From this area, system administrators (or any other authorized profile) can define and adjust all parameters.
⚠️ Access to the Control Center may be restricted based on user profile and permissions.
Required Configuration
Currency - List of currencies available.
Units of measure - Defines how services are quantified (e.g., Hour, Day, Each).
Payment Terms - Establishes payment conditions.
Payment Types - Identifies accepted payment methods.
Classification - Categorizes services by type or functional domain.
⚠️Note: The same configuration logic is used for both service, asset and product classification, ensuring alignment and data consistency across module.
Skills Domains - Defines the domains of expertise for service categorization.
Skill Categories - Further refines the skill domain into specific categories.
Knowledge Levels - Defines expertise levels.
Work Types - Classifies the mode of work.
⚠️Notes:
- The Suppliers information is populated from the Entity Management module, which manages all supplier and partner records across the system.
- The Fixed Assets module is part of Assortment Planning and can be linked to services when applicable.
- The Areas, Functions and Categories used in the Criteria section are sourced from the Career module, which defines organizational structures and resource attributes.
These are separate modules, not configuration lists, and act as shared references across the platform.
Common functionalities across Control Center
All tables within the Control Center configurations share a standardized set of features designed to ensure consistency, usability, and efficiency across the platform.
These common functionalities provide users with a familiar and intuitive experience, simplifying daily operations, improving data accuracy, and supporting seamless system navigation.
Across all configuration screens, users can:
Refresh
The Refresh button reloads the list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.
Include Deleted
The Include Deleted toggle (set to No by default) allows users to view or hide accounts that have been deleted.
Changing it to Yes displays both active and deleted records for audit or recovery purposes.
Export
The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.
Columns
Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.
Pagination
At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive lists efficiently.
Access to Details
To access the Details Screen simply click on the name or the corresponding view icon.