Standard Service Codes
Standard service codes allow you to create standardized tasks like inspecting a specific machine, while including labor and cost details upfront. You can then add these codes to a service order, avoiding the need to enter each individual component separately, which saves time searching for them.
Standard Service Codes Setup
- Use the quick search (ALT+Q) to find the Standard Service Codes page.
- Click on New in the menu bar to create a new standard service code.
- Complete the following fields of the Standard Service Code Card according to the table below.
| Tab | Field | Description |
|---|---|---|
| General | Code | Enter here a significant name for this standard service code. |
| Description | Enter here a description for this standard service code. | |
| Currency Code | Select here a currency code for this standard service code. Specifies the currency on the standard service lines linked to the standard service code. | |
| TRASER | Work Type Code | Select a work type which is linked to the standardized service. |
| Default Worktime Amount | If the the checkbox in the Default Time column in the Lines FastTab of the standard service code is activated, this field displays the sum of the amounts from the standard service lines. This field cannot be edited. This amount is transferred to the calculation lines. | |
| Checklist Template | Here, select a checklist template. This template is used for the automatic creation of checklists for service orders. | |
| Attributes | In this FastTab, you can enter attributes regarding information for Manufacturer, Category, Subcategory and Model. This standard service code can then only be selected for service items with the respective attributes. Not all attribute fields necessarily have to be filled out. It is also possible to set up the standard service code only for service items of a certain manufacturer and a certain category. | |
| Fixed Price | Active | Activate this toggle switch if fixed prices should apply to this standard service code. If the toggle switch is activated, the other fields in the FastTab can be edited. You can specify if there should be fixed prices for Labor, Parts, Resources or Costs. Under Amount, you can enter a total amount for the complete standard service. If a standard service code has a fix price defined, the corresponding data is transferred to the service order or service quote fields. If several standard service codes with fix prices are selected, these prices are summarized in the service order or quote. |
| Labor | Enter a fixed price for labor. This field sums up all resource lines which have an activated checkbox in the Labor column and uses this fixed price instead. | |
| Parts | Enter a fixed price for spare parts. | |
| Resources | Enter a fixed price for all resources, irrespective of the checkbox in the Labor column being activated or not. | |
| Costs | Enter a fixed price for costs. | |
| Amount | Here you can enter a total amount for the complete standard service. | |
| Lines | In this FastTab you define in seperate lines, which Items, Resources, Costs or G/L Accounts are contained in this standard service code. These lines are then transferred into the service order or quote once the standard service code is selected. |
- You can also store Fault Comments, Resolution Comments and Internal Comments in the Factbox area (ALT+F2).
- To add a new comment, click on the arrow next to the heading of the FastTab and then on Edit.
- This opens the editor in which you can enter the respective comments together with a date.
- Once you are finished, select Close.
You have successfully set up a standard service code.
Inserting Standard Service Codes into Service Documents
Standard service codes can be added to service quotes and orders. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Quotes or Service Orders page.
- Open a service quote or order.
- Navigate to the Lines tab.
- Select Functions > Get Std. Service Codes... from the menu bar.
Note
There already has to be an item line in the Lines of the service document to be able to enter standard service code.
- Select the desired standard service code in the Code column of the Standard Service Item Group Codes page. If the desired standard service code cannot be selected, please check if the settings in the standard service code might have to be adjusted.
- Click OK to confirm your input.
- All information deposited in the standard service code are transferred into the service document. To open the worksheet, click on Lines > Worksheet in the menu bar of the Lines FastTab.