Associate Customers with a Configuration ItemAssociate Customers with a Configuration ItemWhen you associate one or more customers with a configuration item (CI), you make the CI record visible to users with permission to access the data of the customer. One of the customers associated with a CI is the primary customer. A primary customer can be copied to a work order or ticket. The primary customer is then used to find customer agreements and price schedules, service level agreements, and response plans.
The primary customer also determines the classifications, and attributes of classifications, that a CI can use.
From the List tab of the Configuration Items (SP) application, select the CI that you want to associate customers with.
On the Configuration
Item tab, click Show/Manage Customers
next to the Primary
Customer field.
In the Add/Modify Customer Associations dialog box, click Select Customers.
Select one or more customers from the list and click OK.
Click OK to save your changes and return to the Configuration Item tab.
The primary customer determines classifications that the CI can use to identify and characterize the CI. When you associate a primary customer with a CI that has a classification, attributes of the classification can become available or made unavailable. From the Configuration Item tab, click Select Attributes to add attributes to the specification of the CI.