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 display the full configuration of the service Item (e.g. of a tractor).
Note
If you know the exact model of the service item (e.g. 6175R), you can enter it directly into the Model field. The remaining data of the fields Manufacturer, Category and Subcategory will be added by the system (in case it’s already included in the system). You can find more information about this in the chapter Service Item Models.
This chapter covers the following topics:
- Create Service Item Attributes,
- Assign Service Item Attributes to a Subcategory,
- Add Service Item Attributes to a Service Item,
- Edit Service Item Attribute Values
- Filter Service Items by Attribute,
- Clear Attribute Filter on Service Item List.
Create Service Item Attributes
To create a service item attribute, proceed as follows:
- Use the quick search in TRASER DMS 365 to find the page Service Item Attributes.
- The page Service Item Attributes is displayed.
- Click 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:
| Data Type | Utilization |
|---|---|
| Text | This data type is used for attributes whose value must have an entered text. A typical example would be the attribute Manufacturer. |
| Boolean | This data type is used for attributes that can have two states. A typical example would be a yes/no selection for the attribute. |
| Option | This data type is used for attributes whose value can be selected from a list with several options. A typical example would be the propulsion method of a vehicle (rear wheel drive, front wheel drive or all-wheel drive). Click the ellipse (…) in the column Values to define the possible option values. If you want to select an option value on the service item card, press ALT + down arrow key. |
| Integer | This data type is used for attributes whose value is specified with an integer. A typical example would be the number of gears of a vehicle. In the column Unit, specify the corresponding unit of measurement for the attribute value. |
| Decimal | This data type is used for attributes whose value is specified with a decimal number. A typical example would be the permitted total weight of a truck with the unit tons. In the column Unit, specify the corresponding unit of measurement for the attribute value. |
| Date | This data type is used for attributes with date values. |
If you want to save the created attribute, de-select the Edit List option from the menu bar. You can now Assign this Service Item Attribute to a Subcategory.
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:
- Open a Service Item Card.
- Navigate to the Attributes pane.
- Open the picklist for the Subcategory field.
- In the picklist, click on Select from full list at the bottom of the window.
- The window Select Subcategories is displayed.
- Click ** Attributes** in the menu bar.
Note
If the Option is not shown, click (…). This feature displays additional menu options.
- The window Attribute Mapping is displayed.
In this window all service item attributes are displayed which are mapped to the selected service item subcategory.
- Click New in the menu.
- A new line will be added to the list.
- In the column Code, enter the code for the attribute which 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 activate the checkbox Promoted 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
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.
Note
If the category or subcategory you require does not exist, it must be created. In this case, please contact our Support.
- Use the quick search in TRASER DMS 365 to find the page Service Items.
- The page Service Items is displayed.
- Open the service item card for the service item that you want to add a service item attribute for.
- In the Attributes register, select a category.
- In the Attributes register, select a subcategory.
- The service item attributes which are mapped to the combination of category and subcategory are displayed under the register Attribute Values.
- In the register Attribute Values click in the Value column and enter the attribute values.
| Data Type | Description |
|---|---|
| Text | You can enter texts for attributes of this data type. |
| Boolean | You can enter Yes and No values for attributes of this data type. |
| Option | You choose between available options for attributes of this data type. |
| Integer | You can enter a number for attributes of this data type. You cannot use a decimal number. |
| Decimal | You can enter a decimal number for attributes of this data type. |
| Date | You can enter a date for attributes of this data type. |
Maintaining service item attributes in service items is very useful because you can read additional information about the service item and filter it accordingly.
Edit Service Item Attributes
This section describes how to edit the values of attributes for a service item.
Do the following:
- Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Service Items.
- The page Service Items is displayed.
- Select the service item that you want to change an attribute value of.
- Click Related > Attributes > Show/Edit attribute values in the menu bar.
- The window ** Service Item Attributes Editor** 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.
Filter Service Items by Attribute
This section describes how to filter the service item list based on attributes.
Do the following:
- Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Service Items.
- The page Service Items is displayed.
- 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 the changes.
- The window Edit – Filter Service Items by Attribute is Viewed.
- The selected attribute is added to a line in this window.
Note
You can expand this filter by as many attributes as needed and further filter the service items this way. For this, proceed as described above.
- 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 update and 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.
Proceed as follows:
- Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Service Items.
- The page Service Items is displayed.
- 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.