Service Templates

Service templates describe elements that make up the services and their dependencies. They enable quick and repeatable creation of service elements in the following scenarios:

  1. Automatically: when a service is created as a result of order processing through the quote-to-cash process, and the price book entry for a line item has an associated service template
  2. Manually: via Create Elements From Template service action

Template elements are slightly different than service elements and come in two flavors:

  1. New — a brand-new element is created upon service creation from template
  2. Existing — an existing element is added to the service

Templates are stored in Service_Template__c object:

Field Meaning
Element Count Auto-calculated, total number of elements in the template
MRC An auto-calculated Monthly Recurring Cost (MRC) of a service built using this template, based on a sum of individual element MRCs. This value may be pushed as booked MRC to price book entries that reference this service template
Own MRC Auto-calculated Monthly Recurring Cost (MRC) of own elements, i.e., ones that do not have a provider specified (MRC = Own MRC + Providers’ MRC)
Providers’ MRC Auto-calculated Monthly Recurring Cost (MRC) of providers’ elements, i.e., ones that do not have a provider specified (MRC = Own MRC + Providers’ MRC)
Description Optional, user-provided description of the template
Element Structure Definition XML definition of service element structure
Is Valid Auto-calculated flag checked if the template is valid: not empty and with valid XML. Attempts to create services from invalid templates (either from order line items or directly) always fail
Important Element Count, MRC, Own MRC and Providers’ MRC are recalculated after template validation and after editing the template XML.
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