Adding a Service Item to Sales Documents

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

Creating a sales quote for service items without a forecast
Creating a sales order for service items without a forecast
Creating a sales invoice for service items without a forecast.
Adding costs to sales documents
Adding discounts to sales documents

Creating a sales quote for service items without a forecast

This section describes how to create a sales 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 Sales Quotes.
The page Sales Quotes is displayed.
To create a new sales quote, click New in the menu bar.
A new sales quote card is displayed.
Complete the information in the header.
To add a service item to the sales 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 sales quote. In addition you can also add the following entries to the sales quote:

Adding costs to sales documents
Adding discounts to sales documents

Creating a sales order for service items without a forecast

This section describes how to create a sales order for a service item without creating the document from a Forecast
Please do the following:
(/traser-dms-365/documentation/machine-trade/trade-price-management/trade-dms-forecast)

Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Sales Orders.
The page Sales Orders is displayed.
To create a new sales order, click New in the menu bar.
A new sales order card is displayed.
Complete the information in the header.
To add a service item to the sales 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 sales order. In addition you can also add the following entries to the sales order:

Adding costs to sales documents
Adding discounts to sales documents

Creating a sales invoice for service items without a forecast

This section describes how to create a sales 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 Sales Invoices.
The page Sales Invoices is displayed.
To create a new sales invoice, click New in the menu bar.
A new sales invoice card is displayed.
Complete the information in the header.
To add a service item to the sales 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 sales invoice. In addition you can also add the following entries to the sales invoice:

Adding costs to sales documents
Adding discounts to sales documents

Adding costs to sales documents

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

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

Open the card of the respective sales document.
In the menu bar of the register Lines, select Functions > Add Sales 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 sales 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 sales costs to the sales document.

Adding discounts to sales documents

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

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

Open the card of the respective sales document.
In the menu bar of the register Lines, select Functions > Add Sales 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 sales discount to the sales document.