Search Order for Product Line
The system searches key fields for charge and revenue product lines from the bottom up. You must fill them in without skipping any. For example, to use service category as part of the search algorithm for a charge product line, you must also specify a work code and charge code.
If you use a large number of key field combinations to define product lines, the searches for determining the correct product line for a particular operation can be quite complex. Consider this when you set up the product lines, since increasing complexity has a performance cost, and may be difficult to understand and manage.
When the system searches for a product line to use, it proceeds from the most specific to the most generic as follows:
Note: Revenue product lines do not use charge code and service category.
1 Search for an exact match with charge code, work code, service category, service type, item product line, service group.
2 Blank out service group and search again.
3 Blank out service group and item product line and search again.
4 Blank out service group, item product line, and service type and search again.
5 Blank out service group, item product line, service type, and service category and search again.
6 Blank out service group, item product line, service type, service category, and work code and search again.
7 Blank out all fields including charge code and search for a product line based on the product line type: revenue or charge.
If a charge or revenue product line is not found, the system uses the product line of the item or the service type in effect, depending on Use Item Prod Line in SSM Accounting Control. If this is Yes, the system uses the product line associated with the item being serviced; if No, the product line associated with the contract or warranty in effect, or the default service type.
The last option is the default accounts in Domain/Account Control (36.9.24).