Service Item History
This chapter contains all relevant information regarding the history of a service item. For improved traceability, you have the option of viewing all service measures and owners of a service item in TRASER DMS 365. This chapter is divided into the following sections:
Service History
The service item history of a service item displays open service orders, posted service invoices, credit memos, and warranty claims, including related documents and stored checklists. This allows you to viel all performed service measures at a glance. The FactBox area (ALT+F2) contains further useful information, e.g., stored fault and resolution comments. To view the service history of a service item, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Open the desired service item.
- Click on Home > Show Service History... in the menu bar.
You have successfully accessed the service history of a service item. To open a document directly, click into the relevant document line and click on Open document... in the menu bar.
Owner History
The owner history of a service item shows all owners associated with the respective service item. This is useful, e.g., for Trade-ins and for service items from secondary dealers. Please proceed as follows to view the owner history of a service item:
- Use the quick search (ALT+Q) to find the Service Items page.
- Open the desired service item.
- Navigate to the Owner History FactBox FastTab in the FactBox area (ALT+F2).
Tip
You can manually add new lines to the owner history. To do so, please proceed as follows:
- Click on New in the FactBox menu of the Owner History FactBox FastTab.
- Select the relevant contact in the Contact field. The other fields are filled automatically in with the information from the contact card.
- Confirm your entries with OK.
You have successfully accessed the owner history. To access further information about the owner of a service item, click on the Name in the relevant line and then on the No. of the contact.