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) to find the page Service Items.
- Select New >New from the menu bar.
- The following options are available on the service item card. Fill out these fields as needed.
General FastTab
This FastTab shows the technical data of your service item. For more information on the fields in this FastTab, click here.
| 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. |
Attributes FastTab
This FastTab shows the respective attributes of your service item. For more information on the fields in this FastTab, click here.
| 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. |
Technical Data FastTab
This FastTab shows the technical data of your service item. For more information on the fields in this FastTab, click here.
| 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. |
Customer FastTab
This FastTab shows the customer information. For more information on the fields in this FastTab, click here.
| Option | Description |
|---|---|
| Customer Machine No. | Enter the customer-specific machine number. |
| 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. |
| 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. Click here for more information on processing agency businesses. |
Vendor FastTab
This FastTab shows the vendor information.
| Option | Description |
|---|---|
| Vendor No. | Enter a vendor number. |
| Vendor Name | Enter the name of the vendor. |
Detail FastTab
This FastTab shows additional details for your service item.
| Option | Description |
|---|---|
| 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. |
| 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. |
Rental FastTab
This FastTab will only be displayed if you own a license for 'TRASER Rental 365'. For information on rental topics, click here.
Rental Purchase FastTab
This FastTab will only be displayed if you own a license for 'TRASER Rental 365'. For information on rental purchase topics, click here.
Rent Classes FastTab
This FastTab will only be displayed if you own a license for 'TRASER Rental 365'. For information on rent class topics, click here.
Linked Rent Objects FastTab
This FastTab will only be displayed if you own a license for 'TRASER Rental 365'. For information on rent object topics, click here.
Utilization FastTab
Shows the current use and availability of this service item.
Pictures FastTab
Add optional images for your service item.
Dimensions FastTab
This FastTab shows the dimensions of your service item.
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. Make sure you have set up the necessary templates beforehand on the Word Templates page.
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) 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 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. |
| 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 or sales 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.