Set up service provisioning

Service Provisioning  •  Article  •  10/22/2025  • 

To use the Aptean Service Provisioning extension, follow these steps:

  1. Select the Search icon , enter Service Provisioning Setup, and then choose the related link.
    The Service Provisioning Setup page opens.
  2. On the General FastTab, turn on the Enable Service Provisioning toggle to use the Aptean Service Provisioning extension.
    The system updates the Lot Attribute and Lot Assign On Transfer Ownership field values and sets the Service Provisioning Type field value as Own, for all vendors, customers, locations, and items.
  3. Turn on the Allow Mixed Ownership Consumption toggle if the system must allow posting production orders containing both own and third-party items on the Release Production Order page. For more information, see Manage production documents.

  4. In the Lot Assignment on Transfer Ownership group, in the Lot Assign On Transfer Ownership field, select whether the system must assign new lot numbers or inherit lot numbers from the reference sales lines when creating purchase lines on the Transfer Ownership page. The available options are: Assign New Lot No and Inherit Lot No. For more information, see Transfer the ownership of items.
    By default, the system updates this field value to Assign New Lot No when the Enable Service Provisioning toggle is turned on.

  5. In the Advanced Attributes group, in the Lot Attribute field, select the lot attribute to be set up as mandatory for all third-party items. For more information, see Manage transfer documents and Manage production documents.
    By default, the system updates this field value with Lot Ownership when the Enable Service Provisioning toggle is turned on. You can select from a list of lot attributes with the Type field set to Lookup. For more information, see Set up lot attributes.

  • You cannot turn off the Enable Service Provisioning toggle when there are open documents using vendors or items with the Service Provisioning Type field value set to Third-Party.
  • When the Enable Service Provisioning toggle is turned off,
    • The system clears the default lot attribute specified in the Lot Attribute field on the Service Provisioning Setup page.
    • The system removes all the updates made to third-party vendors, customers, locations, and items.
    • The system removes all the links made to third-party vendors and third-party customers. For more information, see Set up vendors and Set up customers.
  • You cannot clear the Lot Attribute field value when there are associated open or posted documents.

Further, you can classify vendors, customers, locations, and items as own or third-party.

See also