Related Objects

1. Account Object and Usage Instructions

• All after-sales service activities revolve around the Account as the primary entity. Work Orders, spare parts consumption, expenses, and evaluation objects generated during service processes must be linked to the Account. It is essential to continuously maintain the Account’s basic information.

For detailed maintenance and operations, please refer to: Account Management

1. Contact Object and Usage Instructions

• For corporate Accounts, the Contact is the person you communicate with at the enterprise. For individual Accounts, the Contact can be a communication liaison related to the customer.
• For corporate Accounts, the service entity is the Account, but the after-sales service process primarily interacts with Contacts, such as equipment users, Work Order submitters, or service evaluation providers—employees under the enterprise, i.e., Contacts under the Account.

For detailed maintenance and operations, please refer to: Contact

1. Products Object and Usage Instructions

• Products refer to valuable items, services, information, human resources, organizations, or their combinations provided by the enterprise to customers. These can be tangible or intangible.
• As the repair unit for Work Orders, when submitting a Work Order, the faulty Product can be included as supplementary data.
• For after-sales service statistics, the frequency and quantity of Faults can be analyzed by Product dimension.

For detailed maintenance and operations, please refer to: Products

picture coming soon: