Creating Service Items

On this page, you will find everything you need to know regarding the creation of service items. This chapter is divided into the following sections:

Creating Service Items

To create a service item, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Items.
  • The page Service Items is displayed.
  • Select New > New from the menu bar.
  • The Service Item Card is displayed.
  • The following options are available on the service item card:
Notification Area Option Description
General
No. This field specifies the number of the involved entry or record according to the specified number series.
[Trade No.] Trade Numbers This field shows the current trade number.
Assigned Equipment This field shows the number of assigned equipment for your service item.
Description Enter a description for the service item.
Description 2 Enter another description for the service item.
In Stock As Enter if the service item should be considered a Current Asset, Fixed Asset or an External Machine.
Serial No. Enter the serial number of the service item.
License Plate Number Enter the license plate of the service item.
License Plate Country Enter the license plate country of the service item.
Deductible Amount Enter the deductible amount.
Upper Counter Limit Enter the upper counter limit for the first counter.
Preferred Resource Enter the number of the resource preferred by the customer for your item.
Status (Purchase) This field shows the purchase status of your service item.
Status (Sale) This field shows the sale status of your service item.
Service Item Status Select the status of the service item-
State Select if the service item is new or used.
Calculation Review Status This field shows the status of the calculation review.
Extended Financing This field shows the number of extended financings related to the service item. You can open the Ext. Financing page by clicking on the field.
Attributes This fast tab shows the respective attributes for your service item.
Manufacturer Enter the manufacturer of the service item.
Category Enter a category for the service item.
Subcategory Enter a subcategory for the service item.
Series Enter the series of the service item.
Models Enter the model of the service item.
Technical Data This fast tab shows the technical data to your service item.
Health and Safety Measures This field shows the health and safety measures for your service item.
General Inspection This field shows the general inspection details for your service item.
Brake Test This field shows the details to the brake test of your service item.
Inspection This field shows the inspection details for your service item.
Year of Construction Enter the year of construction of your service item.
Registration Date Enter the registration date of your service item.
Last Service Date This field shows the last service date of your service item.
Warranty Starting Date Enter the start date of the warranty of your service item.
Warranty Ending Date Enter the end date of the warranty of your service item.
Counter 1 Choose the type of the first service item counter.
Counter 2 Choose the type of the second service item counter.
Customer Use this information area to enter data for the customer of the service item.
Customer Machine No. Enter a machine number for your service item for this customer.
Service Invoices to customer Enter the customer's information who should receive the service invoices for the specified service item, especially if the individual placing the service order differs from the designated billing customer.
Customer No. Enter the customer number for the customer.
Name Enter the name of the customer of your service item.
Address Enter the address of the customer of your service item.
City Enter the city of the customer of your service item.
Location of Service Item Enter the location of the customer of your service item.
Differential Taxation (§ 25a) Select whether your service item can be used for differential taxation.
Agency Business Select whether your service item can be used for agency business documents.
Vendor Use this information area to enter data on the vendor of the service item.
Vendor No. Enter a vendor number.
Vendor Name Enter the name of the vendor.
Details Use this information area to enter further details for your service item.
Sales Unit Cost Enter the unit cost of your service item at the time it was sold.
Unit Cost of Service Item Enter the current unit cost of your service item.
Sales Unit Price Enter the unit price of your service item at the time it was sold.
Sales Date Enter the sales date of your service item.
Delivery Date Enter the delivery date of your service item.
Calc. Finance Charge Terms Code Enter the calc. finance charge terms code for your service item.
Calculatory FA No. Enter the calculatory fixed asset number.
Purchase Price Enter the purchase price of your service item. This is the price paid without item charges or other payments.
Rental For information on rental topics, click here.
Rental Purchase For information on rental purchase topics, click here.
Linked Rent Classes For information on rent class topics, click here.
Linked Rent Objects For information on rent object topics, click here.
Utilization Shows the current use and availability of this service item.
Images Add optional images for your service item.

Note

The information areas Rental, Rental Purchase, Linked Rent Classes and Linked Rent Objects will only be displayed if you own a license for TRASER Rental 365.

  • Fill out the fields described above as needed.
  • Your changes will be saved automatically.

You have successfully created a service item.

Setting up Automatic Service Item Creation

This section outlines the steps for configuring the automatic creation of a service item at a predefined stage within the sales or purchase process in TRASER DMS 365. To set up the automatic service item creation, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Item Creation Setup.
  • The page Service Item Creation Setup is displayed.
  • To set up the automatic service item creation for a certain manufacturer, click New in the menu bar.
  • Fill in the following information:
Column Description
Manufacturer Code Select a manufacturer you would like to set up the automatic service item creation for.
Category Code Select a category code if the automatic service item creation should only apply to a specific service item category.
Subcategory Code Select a subcategory code if the automatic service item creation should only apply to a specific service item subcategory.
Model Code Select a model code if the automatic service item creation should only apply to a specific service item model.
Service Item Creation Choose the predefined state within the sales or purchase process at which you want the automatic service item creation to be initiated.
Purchase Line Splitting Select if purchase line should be split automatically or if a line with the respective amount should be added if the action Add Service Item is used with an amount > 1.
  • Your settings will be saved automatically.

If you now create the document specified under Service Item Creation for this manufacturer, the system will automatically create the service item.