Adding Service Item to Purchase Documents

This chapter describes how to add a service item to a purchase document without an underlying forecast:

Creating a purchase quote for service items without a forecast
Creating purchase orders for service items without a forecast
Creating purchase invoices for service items without a forecast
Adding costs to purchase documents
Adding discounts to purchase documents

Creating a purchase quote for service items without a forecast

This section describes how to create a purchase quote for a service item without creating the document from a + Forecast.
Please do the following:

Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Purchase Quote.
The page Purchase Quote is displayed.
To create a new purchase quote, click New in the menu bar.
A new purchase quote card is displayed.
Complete the information in the header.
To add a service item to the purchase quote, click on Functions > Add Service Item in the Lines register.
The window Select – 1 is displayed.
Complete the following information:

Window Select

Input field	Description
Manufacturer	Select the code of the manufacturer of the service item from the drop-down list.
Category	Select the category of the service item from the drop-down list.
Subcategory	Select the subcategory of the parent category from the drop-down-list.
Model	Use this field to enter the model of the service item.
Service Item	Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system.
Quantity	Use this field to enter the quantity of the used service item.

Note

If you know the exact model of the service item, 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.

Click OK to close the window and to add a new service item line to your document.
The service item is added in a new line in the Linesregister.

You have added on or more service items to the purchase quote. In addition you can also add the following entries to the purchase quote:

Adding costs to purchase documents
Adding discounts to purchase documents

Creating a purchase order for service items without a forecast

This section describes how to create a purchase order for a service item without creating the document from a Forecast.
Please do the following:

Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Purchase Order.
The page Purchase Order is displayed.
To create a new purchase order, click New in the menu bar.
A new purchase order card is displayed.
Complete the information in the header.
To add a service item to the purchase order, click on Functions > Add Service Item in the Lines register.
The window Select – 1 is displayed.
Complete the following information:

Window Select

Input field	Description
Manufacturer	Select the code of the manufacturer of the service item from the drop-down list.
Category	Select the category of the service item from the drop-down list.
Subcategory	Select the subcategory of the parent category from the drop-down-list.
Model	Use this field to enter the model of the service item.
Service Item	Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system.
Quantity	Use this field to enter the quantity of the used service item.

Note

Click OK to close the window and to add a new service item line to your document.
The service item is added in a new line in the Linesregister.

You have added on or more service items to the purchase order. In addition you can also add the following entries to the purchase order:

Adding costs to purchase documents
Adding discounts to purchase documents

Creating a purchase invoice for service items without a forecast

This section describes how to create a purchase invoice for a service item without creating the document from a Forecast.
Please do the following:

Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Purchase Invoice.
The page Purchase Invoice is displayed.
To create a new purchase invoice, click New in the menu bar.
A new purchase invoice card is displayed.
Complete the information in the header.
To add a service item to the purchase invoice, click on Functions > Add Service Item in the Lines register.
The window Select – 1 is displayed.
Complete the following information:

Window Select

Input field	Description
Manufacturer	Select the code of the manufacturer of the service item from the drop-down list.
Category	Select the category of the service item from the drop-down list.
Subcategory	Select the subcategory of the parent category from the drop-down-list.
Model	Use this field to enter the model of the service item.
Service Item	Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system.
Quantity	Use this field to enter the quantity of the used service item.

Note

Click OK to close the window and to add a new service item line to your document.
The service item is added in a new line in the Linesregister.

You have added on or more service items to the purchase invoice. In addition you can also add the following entries to the purchase invoice:

Adding costs to purchase documents
Adding discounts to purchase documents

Adding costs to purchase documents

This section describes how to add costs to purchase documents which were created without an underlying forecast. For the following description it is assumed that you have already created a purchase document.

Please proceed as follows to add costs to a purchase document:

Open the card of the respective purchase document.
In the menu bar of the register Lines, select Functions > Add Purchase Cost.
The window Item Charge Wizard is displayed.

Note

If the window Item Charge Wizard is not displayed or no item charges are displayed, this may be due to no charges having been defined for this document type. For more information, see the Setup service discounts and costs section.

Select the item charge from the list and enter the amount in the Charge Amount column.
To add the charge to the document lines, click OK.
The charge is added in a new line in the document.

You have added a new line including purchase costs to the purchase document.

Adding discounts to purchase documents

This section describes how to add discounts to purchase documents which were created without an underlying forecast. For the following description it is assumed that you have already created a purchase document.

Please proceed as follows to add discounts to a purchase document:

Open the card of the respective purchase document.
In the menu bar of the register Lines, select Functions > Add Purchase Discount.
The window Item Charge Wizard is displayed.

Note

Select the item charge from the list and enter the amount in the Charge Amount column.
To add the charge to the document lines, click OK.
The charge is added in a new line in the document.

You have added a new line including a purchase discount to the purchase document.