Service Item Configurations

This chapter contains all important information regarding configurations for service items. You can specify customized configurations as well as standard configurations for a service item. You can edit already created (standard) configurations for service items via the service item card, the calculation worksheet, or purchase orders. This chapter is divided into the following sections:

Setting up Configurations in Service Management Setup
Assigning Configurations via Service Item Card
Unassigning Configuration via Service Item Card
Assigning Standard Configuration via Service Item Card

Setting up Configurations in Service Management Setup

Before you can assign/unassign configuration from a service item, you must first make some basic settings. To do so, please proceed as follows:

Use the quick search (ALT+Q) to find the Service Management Setup page.
Navigate to the TRASER FastTab.
Please fill in the fields in the Assign Configuration as well as Unassign Configuration sections. You can find more information regarding the service management setup under Service Management Setup.

You have successfully made the required settings for assigning or removing service item configurations. Your entries are saved automatically.

Assigning Configurations via Service Item Card

Note

You can only assign configurations to a service item if the service item is in stock as a current asset or fixed asset. Also note that any attributes added through the configurations page of the service item are automatically transferred to the Attribute Values table on the service item card. Vice versa, changes made to the service item card are also transferred to the configurations page. Additionally, a service item cannot be assigned to more than one other service item. Once a service item has been assigned to another item, it is no longer displayed in the list of assignable service items.

The assignment of service item configurations is described using an item as an example. To add configurations to a service item, please proceed as follows:

Use the quick search (ALT+Q) to find the Service Items page.
Select the service item to which you want to assign configurations or create a new one.
Click on Navigate > Configuration in the menu bar.
Navigate to the Configuration FastTab on the Assign / Unassign Configuration page.
Click into an empty line and fill in the columns according to the following table:

Column	Description
Status	This field will be filled in automatically with the status of the configuration line and cannot be edited. You can only unassign configuration lines with the Assigned or Empty status.
Type	Select the Item option from the dropdown menu.
No.	Select the item you would like to add as configuration.
Variant Code	The field will be filled in by the system if the item has a variant code.
Description	This field will be filled in automatically by the system with the description of the added item.
Description 2	This field will be filled in automatically by the system with the description 2 of the added item.
Category Description	This field will be filled in automatically by the system with the category description of the added item.
Quantity	Select the item quantity.
Attribute Value	This field will be filled in by the system with the attribute values of the item.
Unit Of Measure	Select the unit of measure for the item.
Location Code	If needed, select a location code.
Bin Code	If needed, select a bin code.
Unit Cost	This field will be filled in automatically by the system with the unit cost of the item.
Unit Price	This field will be filled in automatically by the system with the unit price of the item.
Line Amount	This field will be filled in by the system with the line amount. The line amount is made up of the amount in relation to quantity and will be calculated automatically.
Apply-to Entry	If needed, select an item ledger entry.
Serial No.	This field will be filled in by the system with the serial number of the item.
Lot No.	This field will be filled in by the system with the lot number of the item.
Print	Select this checkbox to print the line on documents.

Tip

If you want to add comments to a configuration line, select a line, then click on Manage > Add configuration text in the menu bar of the Configuration FastTab. Once you have entered your text in the text editor, confirm your entry with Add lines. The configuration text is then displayed in the lines below the configuration line you selected previously.

To assign configurations, they must first be posted. To do so, select the lines you want to post, then click on Manage > Post Selected Lines in the menu bar of the Configuration FastTab.

The configuration will be posted. The Assigned Configurations field in the General FastTab of the service item card will be updated and now displays the amount of assigned configurations. In addition, the field Unit Cost of Service Item on the service item card will also be adjusted. You have successfully added configurations via the service item card.

Tip

You can also add service item configurations via the calculation worksheet. To do so, click on Configuration (Other Vendors) in the menu bar of the corresponding calculation worksheet to display the Configuration (Other Vendors) FastTab, and then click on Configuration in the menu bar of the FastTab.

Unassigning Configuration via Service Item Card

Please proceed as follows to unassign configuration from a service item:

Use the quick search (ALT+Q) to find the Service Items page.
Open the service item from which you want to unassign configuration.
Click on Navigate > Configuration in the menu bar.
Navigate to the Configuration FastTab on the Assign / Unassign Configuration page.
Click on Unassign Configuration in the menu bar of the FastTab.
Then, select one of the following options from the menu bar:

Option	Explanation
Unassign Selected Built-In Remove Configuration	Select this option if you want to unassign configuration that is already built-in.
Unassign Unassigned Configuration	Select this option if you want to unassign configuration that has not yet been assigned.

Enter the information of the configuration you want to unassign into the table in the Unassign Configuration window. More information on the fields can be found in the Assigning Configuration via Service Item Card section.

Note

If you want to unassign configuration of the Option type, please make sure to fill in the Option Removal Type, Option Removal No., and Unit of Measure columns.

To unassign the configuration, click on Post in the menu bar.

The removal is posted. The unassigned configuration is now displayed in the Unassigned Configuration FastTab on the Assign / Unassign Configuration page. You have successfully removed configurations from the service item.

Tip

You can also remove service item configurations via the calculation worksheet. To do so, click on Configuration (Other Vendors) in the menu bar of the corresponding calculation worksheet to display the Configuration (Other Vendors) FastTab, and then click on Configuration in the menu bar of the FastTab.

Assigning Standard Configuration via Service Item Card

You can assign standard configurations via the service item card or via the calculation worksheet. The added standard configuration will be transferred to the corresponding documents as comment lines. Please proceed as follows to assign standard configurations via the service item card:

Use the quick search (ALT+Q) to find the Service Items page.
Open an existing service item or create a new one.
Click on Navigate > Configuration in the menu bar.
Click on Standard Configuration in the menu bar of the Assign / Unassign Configuration page.
To add a new standard configuration, click on New in the menu bar and fill in the fields according to the following table:

Column	Description
Code	Enter a significant code for the standard configuration.
Description	Enter a significant description for the standard configuration.
Print In Purchase Document	Activate this toggle switch if the standard configuration should be listed as a comment line in purchase documents.
Print In Sales Document	Activate this toggle switch if the standard configuration should be listed as a comment line in sales documents.

You have successfully added standard configuration via the service item card. Your changes are saved automatically. When you create a calculation worksheet for the service item, the standard configuration will be transferred automatically and displayed in the selected documents.