Creating Service Items
In this chapter contains everything you need to know regarding the creation of service items. It is divided into the following sections:
Creating Service Items Manually
To create a service item, please proceed as follows:
Note
For more information on following FastTabs, click
here.
The Rental, Rental Purchase, Linked Rent Classes and Linked Rent Objects FastTabs will only be displayed if you own a license for
'TRASER Rental 365'. For more information about rental processes, click
here.
- Use the quick search (ALT+Q) to find the Service Items page.
- Click on New > New in the menu bar to create a new service item card.
- Navigate to the General FastTab and fill in the fields according to the following table:
| Option |
Description |
| No. |
This field specifies the number of the involved entry or record according to the specified number series. |
| Trade No. |
This field shows the current trade number. |
| Assigned Equipment |
This field shows the number of assigned equipment for your service item. |
| Assigned To |
Specifies the machine that this service item is assigned to. |
| 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. |
| Operating Hours |
Enter the operating hours. |
| 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. |
- Navigate to the Attributes FastTab and fill in the fields according to the following table:
| Option |
Description |
| 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. |
- Navigate to the Technical Data FastTab and fill in the fields according to the following table:
| Option |
Description |
| 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. |
- Navigate to the Customer FastTab and fill in the fields according to the following table:
| Option |
Description |
| Customer Machine No. |
Enter the customer-specific machine number. |
| Service Invoices to Customer |
Specify the customer who shall receive the service invoices for the service item, especially if the person who placed the service order differs from the designated bill-to customer. |
| Customer No. |
Enter the customer number. |
| 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. |
| Service Location |
This field shows the last service location of your service item. |
| Location of Service Item |
This field shows the current service location 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. For more information on processing agency businesses, click
here. |
- Navigate to the Vendor FastTab and fill in the fields according to the following table:
| Option |
Description |
| Vendor No. |
Enter a vendor number. |
| Vendor Name |
Enter the name of the vendor. |
- Navigate to the Detail FastTab and fill in the fields according to the following table:
| Option |
Description |
| 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. |
| Calculation Unit Cost |
This field shows the calculation unit cost of the service item. The value in this field is transferred from the
approved Calculation Review Sums. |
| Calculation Sales Amount |
This field shows the calculation sales amount of the service item. The value in this field is transferred from the
approved Calculation Review Sums. |
| Absolute Contribution Margin |
This field shows the absolute contribution margin of the service item. The value in this field is transferred from the
approved Calculation Review Sums. |
| Contribution Margin % |
This field shows the contribution margin % of the service item. The value in this field is transferred from the
approved Calculation Review Sums. |
| Purchase Date |
This field shows the purchase date of the service item. |
| Purchase Price |
Enter the purchase price of your service item. This is the price paid without item charges or other payments. |
- Navigate to the Rental FastTab (if available) and fill in the fields according to the following table:
| Option |
Description |
| Rent Class |
Select the rent class of your service item that is used when this service item is rented. More information on rent classes can be found
here |
| Object Category Code |
Select the category you want to assign to the rent object. |
| Rented To Customer |
Specifies the name of the customer to which the service item is currently rented. |
| Current Rent Location |
Specifies the current rent location of the service item. |
| Current Owner Location |
Specifies the current owner location of the service item. |
| Available for Rent |
Activate the toggle switch if the service item shall be available for rent. |
| Rent Status |
Specifies the rent status of the service item. |
| Replacement Price |
Enter a price that will be considered when the service item has to be replaced. |
- Navigate to the Rental Purchase FastTab (if available) and fill in the fields according to the following table:
| Option |
Description |
| To Be Purchased For Contract No. |
Specifies whether the service item was created for a specific contract. |
| Rental Purchase State |
Specifies whether the service item has been received or returned. |
| Rented Long-Term |
Activate the toggle switch if the service item has been rented long-term from the vendor. The service item can then be added to a rental contract even if the Available for Rent toggle switch is activated. The rental purchase contract serves as information for the vendor as to when the service item is rented to a customer. |
- Navigate to the Pictures FastTab and optionally add images to your service item using drag & drop or via the explorer.
- Navigate to the Media Files FastTab and optionally add media files to your service item.
- To do so, click on Upload file in the menu bar and upload the desired file using drag & drop or via the explorer.
- Navigate to the Dimensions FastTab and fill in the fields according to the following table:
| Option |
Description |
| Hersteller Code |
Enter the code for shortcut dimension 1 here. |
| KST Code |
Enter the code for shortcut dimension 2 here. |
Tip
You can print a Word file from the Service Item Card or Service Item List with service item details that have been predefined in templates. To do so, click on Actions > Apply Word Template in the menu bar. You may need to set up the appropriate templates beforehand on the Word Templates page.
You have successfully created a service item manually. Your settings will be saved automatically.
Setting up Automatic Service Item Creation
In TRASER DMS 365, you can configure the system to automatically create a service item at a predefined stage during the sales or purchase process. To set up the automatic service item creation, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Service Item Creation Setup.
- To set up the automatic service item creation for a certain manufacturer, click New in the menu bar.
- Fill in the fields according to the following table:
| Column |
Description |
| Manufacturer Code |
Select a manufacturer for whom you want to set up the automatic service item creation. |
| 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. |
| Series Code |
Select a series code code if the automatic service item creation should only apply to a specific series. |
| 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. |
| Document Line Splitting |
Select whether purchase line shall 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. |
You have successfully set up the automatic service item creation. 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.
