Service Item Equipment

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

Setting up Equipment in Service Management Setup
Assigning Equipment via Service Item Card
Removing Equipment via Service Item Card
Assigning Standard Equipment via Service Item Card

Setting up Equipment in Service Management Setup

Before you can assign/remove equipment 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 Equipment as well as Remove Equipment 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 equipment. Your changes are saved automatically.

Assigning Equipment via Service Item Card

Note

You can only assign equipment to a service item if the service item is in stock as an Asset or Current Asset. Also note that any attributes added through the equipment 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 equipment 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 equipment is described using an item as an example. To add equipment 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 equipment or create a new one.
Click on Navigate > Equipment in the menu bar.
Navigate to the Equipment FastTab on the Assign / Remove Equipment 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 equipment line and cannot be edited. You can only remove equipment 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 equipment.
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 an equipment line, select a line, then click on Manage > Add equipment text in the menu bar of the Equipment FastTab. Once you have entered your text in the text editor, confirm your entry with Add lines. The equipment text is then displayed in the lines below the equipment line you selected previously.

To assign equipment, it 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 Equipment FastTab.

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

Removing Equipment via Service Item Card

Please proceed as follows to remove equipment 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 remove equipment.
Click on Navigate > Equipment in the menu bar.
Navigate to the Equipment FastTab on the Assign / Remove Equipment page.
Click on Remove Equipment in the menu bar of the FastTab.
Then, select one of the following options from the menu bar:

Option	Explanation
Remove Selected Built-In Equipment	Select this option if you want to remove equipment that is already built-in.
Remove Unassigned Equipment	Select this option if you want to remove equipment that has not yet been assigned.

Enter the information of the equipment you want to remove into the table in the Remove Equipment window. More information on the fields can be found in the Assigning Equipment via Service Item Card section.

Note

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

To remove the equipment, click on Post in the menu bar.

The removal is posted. The removed equipment is now displayed in the Removed Equipment FastTab on the Add / Remove Equipment page. You have successfully removed equipment from the service item.

Assigning Standard Equipment via Service Item Card

You can assign standard equipment via the service item card or via the Forecast. The added standard equipment will be transferred to the corresponding documents as comment lines. Please proceed as follows to assign standard equipment 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 > Equipment in the menu bar.
Click on Standard Equipment in the menu bar of the Assign / Remove Equipment page.
To add a new standard equipment, 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 equipment.
Description	Enter a significant description for the standard equipment.
Print In Purchase Document	Activate this toggle switch if the standard equipment should be listed as a comment line in purchase documents.
Print In Sales Document	Activate this toggle switch if the standard equipment should be listed as a comment line in sales documents.

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