Additional Service Item Information

On this page you will find more information on service items. For more information on how to create a service item, click here. This chapter is divided into the following sections:

• General Information

  • Trade Numbers
    • Filtering in Item Ledger Entries
    • Filtering in Value Entries
  • Serial Numbers
    • Creating Serial Number Types
    • Changing Serial Numbers
  • Item Numbers
    • Giving User Permissions to Change Item Numbers
    • Changing Item Numbers
  • License Plates
    • Setting up a License Plate Format
    • Adding License Plate Numbers via Service Item Cards
    • Adding License Plate Numbers via Service Orders
  • Service Item Status
    • Creating Service Item Status

• Attributes

  • Service Item Attributes
    • Creating Service Item Attributes
    • Assigning Service Item Attributes to a Subcategory
    • Adding Service Item Attributes to a Service Item
    • Editing Service Item Attribute Values
    • Filtering Service Items by Attribute
    • Clearing Attribute Filter on Service Item List
  • Service Item Models
    • Creating Service Item Models
  • Service Item Categories
    • Creating Service Item Categories
    • Adding Service Item Data by Category as Comment Lines to Sales Documents

• Technical Data

  • Service Item Counter
    • Setting Default Service Item Counter
    • Entering Operating Hours Counter in Service Item Card
    • Entering Operating Hours Counter in Service Order
    • Removing Incorrect Operating Hours Counter
    • Setting up Prompts for Counter Readings
    • Deactivating Counters for Specific Service Item Categories
    • Setting up Service Item Counter for Categories

• Customer

  • Adding Machine Numbers

• Process

  • Service Item Damages
    • Recording Service Item Damages
    • Linking Damages to a Service Order
    • Opening Documents with Linked Damage
    • Unlinking Service Item Damages from Documents
  • Equipment
    • 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

• Additional Information

  • Adding Hint Texts to Service Items
  • Adding Service Item Comments
    • Creating Fault Comments
      • Copying Fault Comments from Hints
      • Copying Fault Comments to Worksheet
    • Creating Resolution Comments
      • Copying Fault Comment Texts for Resolution Comments
    • Creating Internal Comments
    • Creating Equipment Comments
  • Service Item History
  • Owner History
  • Uploading Files via Service Item Cards

General Information

This section contains all information regarding the fields in the General tab on the service item card.

Trade Numbers

In TRASER DMS 365 the service item card shows so-called trade numbers. A trade number reflects the life cycle of a machine in the system. Using the trade number you can tell if a machine has already been involved in a process in the system.

The following sections contain more information regarding trade numbers.

Filtering in Item Ledger Entries

On the service item card you will find few information on the trade numbers associated with ledger entries and documents. For a more detailed overview on the service item we recommend filtering using either the Item Ledger Entries or the Value Entries. For this purpose, write down the service item number.
Please proceed as follows to filter the item ledger entries:

• Use the quick search (ALT+Q) to find the Item Ledger Entries page.
• Press SHIFT+F3 to open the filter area.
• In the filter area, click on Filter… to define a new filter criteria.
• Select Service Item Number from the dropdown list.
• Enter the service item number in the filter field Service Item No..
• The list containing the item ledger entries is filtered according to the entered service item number.

Using the filtered table you will receive a detailed overview about the service item including the trade numbers.

Filtering in Value Entries

On the service item card you will find few information on the trade numbers associated with ledger entries and documents. For a more detailed overview on the service item we recommend filtering using either the Item Ledger Entries or the Value Entries. For this purpose, write down the service item number.
Please proceed as follows to filter the value entries:

• Use the quick search (ALT+Q) to find the Value Entries page.
• Press SHIFT+F3 to open the filter area.
• In the filter area, click on Filter… to define a new filter criteria.
• Select Service Item Number from the dropdown list.
• Enter the service item number in the filter field Service Item No..
• The list containing the value entries is filtered according to the entered service item number.

Using the filtered table you will receive a detailed overview about the service item including the trade numbers.

Serial Numbers

The following sections contain more information regarding serial numbers of service items.

Creating Serial Number Types

You have the option to define different serial number types which you can later assign to service item categories. Proceed as follows to create serial number types:

• Use the quick search (ALT+Q) to find the Serial No. Types page.
• Click on New in the menu bar.
• In the Code field, enter a significant code for the serial number type.
• In the Description field, enter a significant description for the serial number type.
• Your entries will be saved automatically.

You have successfully created a serial number type. You can assign serial number types on the Service Item Categories page. You can find more information on the service item categories here.

Changing Serial Numbers

TRASER DMS 365 provides the possibility to change the serial number of a service item in case a wrong serial number was assigned to the service item. You can change the serial number for service items that are in stock as current assets as well as for service items that are in stock as fixed assets. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item you would like to change the serial number for.
• Click on Home > Change Serial No. in the menu bar.
• A new page is displayed.
• In the New Serial No. input field enter the new serial no. of the service item.
• Click OK to save the changes.
• A dialog appears asking whether you really want to change the serial number.
• Confirm the dialog by clicking on Yes.

You have successfully changed the serial number of the service item.

Item Numbers

TRASER DMS 365 provides the possibility to change the item number of a service item in case a wrong item was assigned to the service item.

The following sections contain more information regarding item numbers.

Give User Permission to change Serial Number

To grant the permission to a user to change the item number of a service item, proceed as follows:

• Use the quick search (ALT+Q) to find the User Setup page.
• Activate the check box Change Item No. for the applicable user.

You have granted this user the permission to change the item number of a service item. The next sections explains how to change the item number of a service item.

Change Item Numbers

To change the item number of a service item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item you would like to change the serial number for.
• Click on Home > Change Item No. in the menu bar.
• A new page is displayed.
• Select a new item from the list.
• Click OK to save the changes.
• A dialog appears asking whether you want to change the item number.
• Confirm the dialog by clicking on Yes.

You have successfully changed the item number of the service item.

License Plates

In TRASER DMS 365 you can define license plate numbers for service items. This is not only useful for large fleets of identical or similar vehicles or construction machines, but it also is an additional help for customers and employees to easily match a virtual service item card with a physical object.

The following sections contain more information regarding license plates.

Set up a License Plate Format

This section describes how to set up a license plate format.
The setup of a license plate format is necessary, if you want to add a license plate number to a service item. Additionally, you can define license plates with this setup which are not valid and can not be saved.
To set up a license plate format, please proceed as follows:

• Use the quick search (ALT+Q) to find the License Plate Setup page.
• Click on New in the menu bar.
• Click in the Country/Region Code column on the input field.
• From the dropdown list select the code for the country in which the license plate should be created.
• Click in the Dimension Code column on the input field.
• Enter a unique code for the license plate format.
• Click in the Name column on the input field.
• Enter a significant name for the name.
• Click in the License Plate Format column on the input field.
• Define the license plate format.

You have defined a license plate format and you can enter a license plate for a service item.
The following section describes how to enter a license plate for a service item.

Adding License Plate Numbers via Service Item Cards

This subsection describes how to add a license plate via the service item card item.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click in the list on the service item for which you want to add a license plate.
• The service item card is displayed.
• Enter the license plate in the License Plate Number input field in the General FastTab. You may need to add the country in the License Plate Country field first.
• A window opens in which you have to enter the date from which this license plate is valid for the service item in the Active From Date field.
• Clicking on the three dots in the License Plate Number field opens the License Plate History. Here you can view all previous license plates and their validity periods. To delete the current license plate from the license plate history, select Delete Current License Plate from the menu bar.

You have added the license plate for the service item.
The following subsection describes how to add a license plate via a service order.

Add a License Plate Number by Service Order

This subsection describes how to add a license plate via the service order.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select the service order from the list which contains the service item for which you want to add the license plate number.
• The service order is displayed.
• Select the service item for which you want to add a license plate in the Lines FastTab.
• Click on Line > Worksheet in the menu bar in the Lines FastTab.
• Enter the license plate in the License Plate Number input field in the General FastTab.
• Click Close to save the license plate number.

You have entered the license plate. The entered license plate will be saved and transfered to the service item card.

Service Item Status

In TRASER DMS 365, every service item receives a status. This status is shown on the service item card. The fields Status (Purchase), Status (Sales) and Status are pre-filled by the system and linked to documents. You can set up the status values for the Service Item Status field.

Status (Purchase) Field

The following statuses are possible for the Status (Purchase) field:

Status (Sale) Field

The following statuses are possible for the Status (Sale) field:

Status Field

The following statuses are possible for the Status field:

This section describes how to create a service item status.

Creating Service Item Status

This section describes how to set up selectable values for the Service Item Status field on the service item card.

To add a value for the Service Item Status field, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Status page.
• To create a new service item status, click New in the menu bar.
• Complete the following information:

You have successfully created a new service item status. You can use this service item status in the Service Item Status field on the service item card.

Attributes

This section contains all information regarding the fields in the Attributes FastTab on the service item card.

Service Item Attributes

You can create, edit, delete, filter or add attributes for service items. The service item attribute values are in accordance with the Manufacturer, Category and Subcategory information. Depending on the service item attributes and the connected categories and subcategories, you can portray the full configuration of the service Item (e.g. of a tractor).

The following sections contain all relevant information regarding service item attributes.

Create Service Item Attributes

To create a service item attribute, proceed as follows:

• 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.
• Enter a unique description of the attribute in the Attribute column.
• Select the Data Type for the attribute.

You can choose between the following data types:

If you want to save the created attribute, de-select the Edit List option from the menu bar.

Assign Service Item Attributes to a Subcategory

This section describes how to assign service item attributes to a service item subcategory. If you create a service item card and entered date into the fields Manufacturer, Category and Subcategory, the assigned service item attributes are inserted automatically and can then be filled in.

To assign service item attributes to a service item subcategory, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open an existing service item.
• Navigate to the Attributes tab.
• Open the dropdown list for the Subcategory field.
• In the dropdown list, click on Select from full list at the bottom of the window.
• The window Select Subcategories is displayed.
• Click on the selection field in the menu bar, then click on Attributes.
• The Attribute Mapping window is displayed. In this window all service item attributes are displayed which are mapped to the selected service item subcategory.
• Click on New in the menu bar.
• A new line will be added to the list.
• In the Code column, enter the code for the attribute you want to allocate to the subcategory.
• A dialog window is displayed. Confirm the dialog window, if you want to retrospectively add the attribute for all service items in this subcategory.
• The selected service item attribute will be viewed in the Attribute Mapping window.

The service item attribute is allocated to this subcategory. If you select the Promoted checkbox for a service item attribute, it will be displayed in bold letters on the service item card.

Add Service Item Attributes to a Service Item

Maintaining service item attributes in service items is very useful because it allows you to record additional information about the service item and filter it accordingly. If you want to store attributes for a service article, you must specify a category and a subcategory on the item card. The service item attributes that correspond to the combination of these two categories are then displayed on the service item card and can be filled with information.

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item card for the service item to which you want to add service item attributes.
• In the Attributes tab, select a category.
• In the Attributes tab, select a subcategory.
• The service item attributes which are mapped to the combination of category and subcategory are displayed in the Attribute Values tab.
• In the Attribute Values tab, select a line in the Value column and enter the attribute values.

Edit Service Item Attributes

This section describes how to edit the values of attributes for a service item.

To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item that you want to change an attribute value of.
• Click on Select Attribute in the menu bar of the Attribute Values FastTab.
• The Service Item Attributes Editor window is displayed.
• Click the Attribute Value column for the attribute whose value you would like to change.
• Change the value of attribute.

You have changed the attribute value.

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.
• Click in the Attribute column on the selection field.
• The window Service Item Attributes is displayed.
• Select in the window the attribute which you want to filter the service item list by.
• Click OK to confirm your selection.
• The window Edit – Filter Service Items by Attribute is viewed.
• The selected attribute is added to a line in this window.

• Enter a value or select an option in the Edit - Filter Service Items by Attribute window in the Value column for every attribute which you want to filter the service item list by.
• Click OK to apply the filter to the service item list.
• The Service Items page will be updated by the system and only display the filtered service items.

If none of the service items are displayed, either no attribute value was entered or no service items match with the defined filter. If you want to clear the filter on the service item list, use the instructions in the Clear Attribute Filter on Service Item List section.

Clear Attribute Filter on Service Item List

This section describes how to clear the attribute filter used on the Service Items list.

To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click Related > Attributes > Clear Filter in the menu bar.
• The attribute filter will be deleted.
• The Service Items list will be updated.

You have removed the attribute filter. All of the service items which are saved in the system should be displayed.

Service Item Models

Models make it easier to select a Manufacturer, Category and Subcategory during the process of setting up data records for machines. The following sections explains how to create service item models.

Create Service Item Models

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.
• To create a new model for a machine, click New in the menu bar.
• An empty line is added to the table.
• Fill in the empty fields according to the following table:

You have successfully set up a new model for a service item.

Service Item Categories

The following sections contain more 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 Data by Category as Comment Lines to Sales Documents

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 line.
• Click on the selection field in the menu bar, then click on Actions > Service Item Document Data.
• The Service Items Document Data page is displayed. Fill in the fields according to the following table:

• Repeat this process for any information you want to add as a comment line in the sales or transfer document.
• Your changes are saved automatically.

You have successfully specified which service item data should be transferred as comment lines to sales documents or transfer documents based on the service item category. Once you add a service item from the corresponding category to a sales or transfer document, the defined fields will automatically be transferred to the sales or transfer documents as comment lines.

Technical Data

This section contains all information regarding the fields in the ** Technical Data** tab on the service item card. This chapter describes how you can add technical data to your service articles and how you can benefit from this in practice.

You can add or display the following technical data for a service item:

• APR
• General Inspection
• Brake Test
• Year of Construction
• Inspection
• Registration Date
• Last Service Date
• Warranty Starting Date
• Warranty Ending Date
• Counter Values

Service Item Counter

When editing a service order, it is helpful to know when the service item (the machine) had a specific counter value. Based on the data the system can predict maintenance dates to prevent downtime during harvest season.

The following sections contain all information regarding counters.

Set Default Service Item Counter

This section describes how to set up the default counter for service items.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Management Setup page.
• In the Defaults panel, click in the Default Counter input field.
• Select the default counter from the dropdown list.

You have set up the default counter for service items.

Create a Second Counter

This section describes how to set up a second counter for a service item. The second counter will be displayed (like the first one) in the General tab of the service item card. This is helpful, for example, when a harvester has two separate counters.

To set up a second counter to a service item, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open an existing service item.
• The Service Item Card of the selected service item is displayed.
• Scroll to the Technical Data tab.
• Click in the input field Counter 2.
• Select the second counter from the dropdown list.
• A field with the applicable counter will be added in the General FastTab. You can enter the counter readings in this field.

Enter Operating Hours Counter in Service Item Card

This section describes how to enter the operating hours counter for a machine in the service item card. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item from the list that you want to enter the operating hours counter for.
• The service item card is displayed.
• In the General FastTab, click in the Operating Hours field.
• Enter the operating hours counter reading.
• A dialog window opens. Enter the date and time of the operating hours counter.
• Confirm the dialog with Yes.

You have successfully entered and saved the operating hours counter in the system.
If entering the operating hours counter reading causes an error message, it might be the case that there is another entry with a higher counter reading. The Remove the Incorrect Operating Hours Counter section describes how to edit the operating hours counter readings.

Enter Operating Hours Counter in Service Order

This section describes how to enter the operating hours counter for a machine in a service order.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select the service order from the list which contains the service item for which you want to enter the operating hours counter.
• The service order is displayed.
• Select the service item in the Lines FastTab for which you want to enter the operating hours counter.
• Click on Line > Worksheet in the menu bar of the Lines FastTab.
• The worksheet is displayed.
• In the General FastTab, click in the Operating Hours field.
• Enter the operating hours counter reading.
• A dialog window is displayed.
• Enter the date and time.
• Click OK to exit the entry.

You have successfully entered the operating hours counter.

Remove incorrect Operating Hours Counter

This section describes how to delete an incorrect operating hours counter from the counter history.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item from the list that you want to enter the operating hours counter for.
• The service item card is displayed.
• In the General FastTab, click on the selection field in the Operating Hours field.
• The list of entered operating hour counters will be displayed.
• Select the incorrect operating hours counter in the list.
• Click on Delete in the menu bar.
• A dialog window opens. Confirm the dialog with Yes to remove the value.

The operating hours counter is hidden.

Set up Prompt for Counter Readings

This section describes how to set up a counter reminder for a user. This counter reminder will show up whenever the user tries to create a new document.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the User Setup page.
• If you want to activate or deactivate the counter reminder for a user, click on the applicable checkbox in the Counter Reminder column.

You have activated or deactivated the counter reminder. More information on the user setup can be found under User Setup Card.

Deactivate Counter for specific Service Item Categories

This section describes how to deactivate the counter function for specific service item categories.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• To deactivate the counter for a specific service item category, deactivate the related checkbox in the Has Counter column.

You have deactivated the counter function for one or more service item categories. You will not be prompted to enter a counter when a service item of this service item category is used in a document.

Setting up Service Item Counters for Categories

This section describes how to set up a service item counter for a service item category. The counter you are setting up will be used for this service item category by default.

To set up a service item counter for a category, do the following:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• In the Counter 1 Type and Counter 2 Type columns, enter the service item counters that should be used as the default for the service item categories.

You have set up the counter for a service item category. The set counter will automatically be added to the service item card when a service item of this category is created.

Customer

This section contains all information regarding the fields in the ** Customer** tab on the service item card.

Add Machine Numbers

You can add a customer-specific label/number to a service item.
This can be useful when you have more than one machine/vehicle with the same/similar configuration and your customer uses their own labels/numbers for their vehicles. To add these numbers/labels to your system, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item card of the respective service item.
• Navigate to the Customer FastTab.
• In the Customer Machine No. field, enter the machine label/number used by the customer.

The label/number used by your customer will be saved automatically. You can also use this customer-specific number to search for a specific service item in the service item list. To do this, select Customer Machine No. as the filter option.

Process

This section contains all information regarding the options under the menu item ** Process** on the service item card.

Service Item Damages

The following sections contain all information regarding service item damages.

Record Service Item Damages

This section describes how to record a service item damage.
To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item for which you want to record a damage.
• The service item card is displayed.
• To record a damage, click on Home > Show Damages in the menu bar.
• Click on Damages > Record New Damages in the menu bar.
• Complete the following information:

• Click Close to close the window.
• The damage is displayed in a new line in the list. The damage is already allocated to the selected service item.
• To add pictures to the damage, click Damages in the menu.
• Click on Modify Damage in the menu.
• The window Edit – Add or modify damage is displayed.
• Click on the Import option in the Damage Pictures panel.
• In the displayed dialog window, click on the Choose… option to upload a picture. Repeat these steps if you want to upload more pictures. The first uploaded picture will automatically be used as the cover picture of the damage.
• Click on Close to close the Edit – Add or modify damage… window and get back to the Service Item Damages page.

You have created a damage and added damage pictures to the recorded damage.
This section describes how to link a damage to a service order (e.g. Repair order).

Linking Damages to a Service Order

This section describes how to link a damage to a service order. The link will be displayed on the Service Item Damages page. The link allows you to switch directly from the Service Item Damages page to the linked document (e.g. to the repair order).
To link a damage to a service order, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Create a new service order for the repair of the damage at the service item or select an already existing service order.
• The service order is displayed.
• In the Lines FastTab, click on the line with the service item which has an open damage.
• Click on Lines > Worksheet in the menu bar of the Lines FastTab.
• The Worksheet page is displayed.
• Click on Damages > Show and Link Damage in the menu bar.
• Select the open damage and click on Link to Order in the menu bar.
• A new line with the damage description will be added to the Lines FastTab on the Worksheet.

You have linked an open damage with a service order. If you post a service order, the date of repair will be added automatically and the value in the Service Document Type column in Invoice will be changed.

Open Document linked with Damage

This section describes how to search and open a document which is linked to a damage (e.g. repair order). To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click on the service item which you are associating with a document linked to a damage.
• The service item card is displayed.
• Click Process in the menu.
• Click on the menu option Show Damages. All damages recorded for this service item are displayed here.
• Use the information in the Damage Description column to find the damage that you want to open the applicable document for.
• Click Damages in the menu.
• Click on the menu option Open Service Document.
• The document linked to the damage is displayed.

You have opened the service document linked to the damage. This section describes how to remove the link between a recorded damage and a service document.

Unlink Service Item Damage from Document

This section describes how to remove the link between a service item damage and a document. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click on the service item for which you want to remove the link between the damage and the document.
• The service item card is displayed.
• Click Process in the menu.
• Click on the menu option Show Damages. All damages recorded for this service item are displayed here.
• Use the information in the Damage Description column to find the damage for which you want to remove the link to the document.
• Click Damages in the menu.
• Click on the menu option Open Service Document.
• The service document is displayed.
• In the Lines pane, select the service item for which you want to remove the link between the document and the damage.
• In the Lines panel, click on Line.
• Click on the Service Worksheet menu option.
• The page Worksheet is displayed.
• In the Lines pane, delete the line with the damage description.
• Close the window Service Worksheet.

You have deleted the damage line from the service order. Note down or keep the damage description / service order number in mind to remove the damage link. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click on the service item for which you want to remove the link between the damage and the document.
• The service item card is displayed.
• Click Process in the menu.
• Click on the menu option Show Damages. All damages recorded for this service item are displayed here.
• Select the damage by the noted damage description or service order number.
• Click on the menu option Remove Damage Service Order.
• The damage link between documents and damage is removed.

The damage can now be linked to a different service document.

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.

Setting up Equipment in Service Management Setup

Before you can assign/remove equipment from a service item, you have to set up certain parameters. To set up these parameters, 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 journal information under Assign Equipment as well as Remove Equipment.

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

To add equipment to a service item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• A list containing all service items is displayed.
• Open an existing service item or create a new one.
• Click on Navigate > Equipment in the menu bar.
• The page Assign / Remove Equipment is displayed.
• Navigate to the Equipment FastTab.
• Click on an empty line.
• Complete the columns according to the following table:

• Your changes are saved automatically. You can close the page once you have filled in all fields.
• To post the assigned equipment, 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.

The next section describes how to remove assigned equipment.

Removing Equipment via Service Item Card

To remove equipment from a service item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• A list containing all service items is displayed.
• Open an existing service item or create a new one.
• Click on Navigate > Equipment in the menu bar.
• The page Assign / Remove Equipment is displayed.
• Navigate to the Equipment FastTab.
• In this FastTab, click on Remove Equipment in the menu bar.
• Select the equipment you would like to remove from the service item.
• Then, select one of the following options from the menu bar:

• The Remove Equipment page is displayed. Fill in these fields as desired.

• 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.
• A list containing all service items is displayed.
• Open an existing service item or create a new one.
• Click on Navigate > Equipment in the menu bar.
• The page Assign / Remove Equipment is displayed.
• Click in the Standard Equipment field. This field shows if standard equipment exists for the service item.
• To add a new standard equipment, click on New in the menu bar and fill in the fields according to the following table:

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.

Additional Information

Adding Hint Texts to Service Items

This chapter describes how a hint text is added to a service item. When a service item is used in a service order or quote, the hint text is shown. To add a hint text to a service item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click in the list on the service item for which you want to save a hint text.
• The service item card is displayed.
• Click on Related > Service Item > Other > Hints in the menu bar.
• To add a hint text, click in an empty field in the Hint Text column.
• Enter the text that shall be displayed in the relevant documents for this service item.
• Select the checkboxes for the areas in which the hint text should be displayed.

The hint will be displayed in the relevant documents for this service item.

Setting up Notifications for Hint Texts per User

This section describes how to set up a notification when using the respective service item in a document. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Management Setup page.
• Activate the Show Note Texts option in the Traser FastTab.
• You have set up the notifications for hint texts per user.

If a service item with a stored hint text is used in a document, the user will now see these hint texts. Hint texts are displayed until their status is changed to processed.

Add Service Item Comments

This chapter will cover all information on service item comments.

Creating a Fault Comment

This section describes how to create a fault comment. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select from the table the service item for which you want to create a fault comment.
• The service order card is displayed.
• Select the service item from the Lines FastTab to which you want to add a comment.
• To add a new fault comment, click on Line > Comments > Faults in the menu bar of the Lines FastTab.
• The window Edit –…– Fault Service Comment Sheet is displayed.
• To enter a new comment, click New in the menu bar.
• A new line is added to the table.
• Enter the text for the comment in the Comment column.

You created a fault comment.

Copying a Fault Comment from Hints

This section describes how to copy the lines from master data hints as a fault comment. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select from the table the service order for which you want to create a fault comment from the master data hints.
• The service order card is displayed.
• In the Lines FastTab, select the service item for which you want to copy the text from the master data hints as a fault comment.
• Open the FactBox area (ALT+F2) on the right side of the screen.
• Navigate to the Fault Comments FactBox FastTab.
• Select from the menu the Copy from Hints option. For more information on master data hints, see the Master Data Hints section.
• The page Hint Texts is displayed. Click OK to copy the texts from the hints into the fault comments.

You have copied one or more hint texts into the Fault Comments section.

Copying Fault Comments to Worksheets

You can copy fault comments to multiple worksheets. This facilitates entering the same fault comment in multiple worksheets. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select the service order of which you want to copy the fault comment.
• Navigate to the Fault Comments FactBox FastTab.
• In the dropdown menu, click on Copy Fault Comments to Worksheets.
• Click on Copy to all Worksheets in the menu bar or select the desired worksheets and click on Copy to selected Worksheets.
• The fault comment has been copied.

You have successfully copied a fault comment to multiple worksheets.

Creating a Resolution Comment

This section describes how to create a resolution comment. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select the service order for which you want to create a resolution comment.
• The service order card is displayed.
• Select the service item from the Lines FastTab to which you want to add a comment.
• To add a new resolution comment, click on Line > Comments > Resolutions in the menu bar of the Lines FastTab.
• The window Edit –…– Resolution Service Comment Sheet is displayed.
• To enter a new comment, click New in the menu bar.
• A new line is added to the table.
• Enter the text for the comment in the Comment column.

You have created a resolution comment.

Copying a Fault Comment Text for Resolution Comments

This section describes how to copy the lines from the Fault Comments FactBox area into the Resolution Comments FactBox area. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select the service order for which you want to copy the fault comment text into the Resolution Comments FactBox area.
• The service order card is displayed.
• In the Lines FastTab, select the service item for which you want to copy the fault comment text as a resolution comment.
• Open the FactBox area (ALT+F2) on the right side of the screen.
• Navigate to the Resolution Comments FactBox FastTab.
• Select the Copy Fault Text option from the menu.
• The texts from the Fault Comments FactBox FastTab are copied into the Resolution Comments FactBox FastTab.

You have copied one or more texts into the Resolution Comments FactBox FastTab.

Creating an Internal Comment

This section describes how to create an internal comment. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select from the table the service order for which you want to create an internal comment.
• The service order card is displayed.
• Select the service item from the Lines FastTab to which you want to add an internal comment.
• To add a new internal comment, click on Line > Comments > Internal in the menu bar of the the Lines FastTab.
• The window Edit –…– Internal Service Comment Sheet is displayed.
• To enter a new comment, click New in the menu bar.
• A new line is added to the table.
• The Date column is filled in automatically by the system with the workdate.
• Enter the text for the comment in the Comment column.

You have created an internal comment.

Creating an equipment comment

This section describes how to create an equipment comment. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Select from the table the service order for which you want to create an equipment comment.
• The service order card is displayed.
• In the Lines FastTab, select the service item to which you want to add an equipment comment.
• To add a new equipment comment, click onLine > Comments > Equipment in the menu bar of the Lines FastTab.
• The window Edit –…– Equipment Service Comment Sheet is displayed.
• To enter a new comment, click New in the menu bar.
• A new line is added to the table.
• The Date column is filled in automatically by the system with the workdate.
• Enter the text for the comment in the Comment column.

You have created an equipment comment.

Service Item History

The service item history of a service item displays open service orders, posted service invoices, credit memos, checklists and warranty claims. This is useful, e.g., to see all the service work carried out at a glance. The FactBox area (ALT+F2) contains further useful information, e.g., stored fault and resolution comments. To view the service history, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the desired service item.
• The service item card is displayed.
• Select Start > Show Service History... from the menu bar.

You have successfully accessed the service history of a service item. To open a document directly, click on the relevant document line and click on Open document... in the menu bar.

Owner History

The owner history of a service item shows an overview of 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.
• Select the desired service item.
• Display the Factbox area (ALT+F2) on the open service item card.
• Navigate to the Owner History FactBox FastTab in the FactBox area.

In this FactBox FastTab, you will find information on all owners of the service item. You can also 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.
• Enter a contact in the Contact field in the dialog window. The other fields are filled in with the information from the contact card.
• Confirm the dialog with Yes.

You have manually added lines to the owner history.

Upload Files via the Service Item Card

You can attach files to a service item via the service item card. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the desired service item.
• Navigate to the Media Files FastTab.
• Click on the action field under the tab heading.
• Click on Upload File.
• Upload the desired file using drag & drop or via the explorer.

You have successfully attached a file to a service item. Your changes are saved automatically.