Service Item Attributes

This chapter contains all important information on service item attributes. You can map attribute values to service items, depending on Manufacturer, Category, and Subcategory. This allows you to map the complete configuration of the service item depending on the number of service item attributes and the corresponding categories and subcategories. This chapter is divided into the following sections:

• Creating Service Item Attributes
• Mapping Service Item Attributes to a Subcategory
• Adding Service Item Attributes to a Service Item
• Filtering Service Items by Attribute
• Creating Service Item Models
• Service Item Categories
  • Creating Service Item Categories
  • Adding Service Item Category Data as Comments

Create Service Item Attributes

Please proceed as follows to create a service item attribute:

• Use the quick search (ALT+Q) to find the Service Item Attributes page.
• Click on New in the menu bar.
• A new line will be created in Service Item Attributes table. Fill in the fields of the line according to the following table:

Your changes are saved automatically. You have successfully created a service item attribute.

Mapping Service Item Attributes to a Subcategory

This section describes how to map service item attributes to a service item subcategory. Once you have entered the manufacturer, category and subcategory during the creation of a service item, the service item attributes mapped to the subcategory will be inserted automatically. You can then add them to a service item. To map an service item attributes to a service item subcategory, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open an existing service item.
• Navigate to the Attributes FastTab.
• Open the dropdown list of the Subcategory field and click on Select from full list at the bottom of the window
• Click on the selection field in the menu bar, then click on Attributes.
• The Attribute Mapping window, displaying all service item attributes which are mapped to the selected service item subcategory, opens.
• Click on New in the menu bar.
• In the Code column, select the code for the attribute you want to map to the subcategory from the dropdown list. The Name field will be filled automatically.
• Optionally select the Promoted checkbox, if the service item attribute should be highlighted in bold on the service item card.
• Confirm the dialog window, if you want to retrospectively add the attribute for all service items in this subcategory.

You have successfully mapped a service item attribute to a subcategory. It will now be displayed in the Attribute Mapping window.

Adding Service Item Attributes to a Service Item

Specifying service item attributes allows you to store additional information for service items and to filter by them. In order to add attributes to a service item, you must first specify a Category and a Subcategory in the Attributes FastTab on the service item card. You can then add the service item attributes mapped to the subcategory. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item to which you want to add attributes.
• Navigate to the Attributes FastTab.
• Select a category in the Category field.
• Select a subcategory in the Subcategory field.
• The service item attributes that have been mapped to the subcategory are displayed in the Attribute Values FastTab.
• Complete the attribute data in the Value column of the Attribute Values FastTab according to the following table:

You have successfully entered the values of the service item attributes.

Filtering Service Items by Attribute

This section describes how to filter the service item list based on attributes. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click Related > Attributes > Apply Filter in the menu bar.
• The window Edit – Filter Service Items by Attribute is viewed.
• In the Attribute Code column, select the attribute by which you want to filter from the dropdown list. The Attribute Name and Data Type fields are filled automatically by the system.
• Select a Value to refine the filtering.
• Click OK to confirm your selection.

You have successfully filtered by service item attributes. The Service Items page will be updated by the system and only display service items that match the filter. If no service items are displayed, this could be because either no attribute value has been specified or no service items with the specified attribute value exist.

Creating Service Item Models

Service item models facilitate selecting service item attributes. If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system and the service item attributes stored for the model are automatically entered in the Attribute Values FastTab. Proceed as follows to set up a service item model in the system:

• Use the quick search (ALT+Q) to find the Service Item Models page.
• Click on New in the menu bar to create a new machine model.
• Complete the information according to the following table:

You have successfully set up a model for a service item. Your changes are saved automatically.

Service Item Categories

The following sections contain all important information regarding service item categories of service items.

Creating Service Item Categories

To create service item categories, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• Click on New in the menu bar.
• Complete the columns according to the following table:

You have successfully created a service item category. The next section explains how to add service item data defined by category as a comment line to sales documents.

Adding Service Item Category Data as Comments

This chapter describes how to define which service item data should be displayed as a comment line on sales and transfer documents based on the service item category. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• Select a service item category.
• Click on the selection field in the menu bar, then click on Actions > Service Item Document Data.
• Fill in the table on the Service Item Doc. Data page according to the following information:

• Repeat this process for any information you want to add as a comment line to a sales or transfer document.

Your changes are saved automatically. You have successfully specified which service item category data should be displayed as a comment line in sales or transfer documents. Once you add a service item of the respective service item category to a sales or transfer document, this information is also automatically added.