Service Item Numbers

This chapter contains important information on creating and processing service item numbers, such as trade numbers, serial numbers, machine numbers, and license plate numbers. This chapter is divided into the following sections:

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

Filtering by Trade Numbers in Item Ledger and Value Entries

In TRASER DMS 365, trade numbers reflecting the life cycle of a machine in the system are displayed on the service item card. Using the trade number you can tell if a machine has already been involved in a process in the system. This section describes how you can filter item ledger entries or value entries for trade numbers. We recommend noting down the service item number for this purpose. Please proceed as follows to filter item ledger entries or value entries for trade numbers by service item numbers:

• Use the quick search (ALT+Q) to find the Item Ledger Entries or Value Entries page.
• Open the filter area (SHIFT+F3).
• In the filter area, click on Filter… to define a new filter criteria.
• Select the Service Item No. from the dropdown list.
• Enter the service item number in the Service Item No. filter field.

You have successfully filtered item ledger entries or value entries for trade numbers by service item numbers. The filtered table provides you with a detailed overview of the service items, including the trade numbers.

Serial Numbers

The following sections describe how you can create and change serial numbers for service items.

Creating Serial Number Types

You can define different serial number types that can be stored on 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.

You have successfully created a serial number type. You can store it on the Service Item Categories page. For more information on service item categories, see Service Item Categories.

Changing Serial Numbers

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

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item of which you want to change the serial number.
• Click on **Home > Change Serial No. in the menu bar.
• In the following window, enter the new serial number of the service item in the New Serial No. field.
• Click OK to confirm the change.
• Confirm the dialog window with Yes, if you want to use the new serial number.

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

Change 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. Please note that you can only change the item number if the service item is a current asset and the item is not in stock. To change the item number of a service item, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item of which you want to change the item number.
• Click on **Home > Change Item No. in the menu bar.
• Confirm the dialog window with Yes to change the assigned item number.
• In the following window, select the new item number of the service item from the list.

• Click OK to confirm the change.
• Confirm the dialog window with Yes if you want to use the new item number.

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

Adding Machine Numbers

You can ass customer-specific machine numbers or descriptions to a service item. This is useful, e.g., if you have multiple machines by the same manufacturer with identical/similar configurations and your customer uses their own labels/numbers for their machines. To add customer-specific machine numbers, 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 a machine number.
• Navigate to the Customer FastTab.
• Enter the machine description/number used by the customer in the Customer Machine No. field.

You have successfully stored a customer-specific machine description/number. You can also use this number to search for a specific service item in the service item list.

License Plates

In TRASER DMS 365, you can store license plate numbers for service items. This is not only useful for large fleets of identical machines, but also enables customers and employees to clearly identify the service item. The following sections describe how you can create and manage license plate numbers.

Setting up a License Plate Format

This section describes how to set up license plate formats for service items. In addition, you can also use the setup to specify invalid license plate numbers that cannot be used. 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.
• Complete the information according to the following table:

Tip

The following table shows possible license plate formats.

License Plate Formats	Explanation
### ## ####	This license plate format includes 3 characters/letters in the first logical area, 2 characters/letters in the second logical area, and 4 characters/letters in the third logical area. Possible license plates: PLÖ NE 123 or MTK DG 123.
## ## ###	This license plate format includes 2 characters/letters in the first logical area, 2 characters/letters in the second logical area, and 3 characters/letters in the third logical area. Possible license plate: KI EL 123.

You have successfully set up a license plate format and can now enter license plate numbers for service items.

Adding License Plate Numbers via Service Item Cards

You can add a license plate number 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.
• 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 successfully added a license plate to a service item.

Add a License Plate Number by Service Order

You can add a license plate number to a service item via a service order. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Open the service order that contains a service item to which you want to add a license plate number.
• In the Lines FastTab, select the desired service item which and click on on **Line > Worksheet in the menu bar of the FastTab.
• Enter the license plate in the License Plate Number field in the General FastTab.
• Click Close to save the license plate number.

You have successfully added a license plate to a service item via a service order. The entered license plate is automatically saved and transfered to the service item card.