Standard Service Codes
Standard Service Codes allow you to create standardized tasks (like for example an inspection for a certain machine) including labor and costs of the item beforehand. These standard service codes can then be added to a service order instead of adding the single components. This saves time searching for the single components.
Standard Service Codes Setup
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Standard Service Codes.
- The Standard Service Codes page is displayed.
- Click on New in the menu bar to create a new standard service code.
- This opens the Standard Service Code Card.
- Complete the following fields 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 check box in the Default Time column in the Lines register 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 | Under this register, you can enter attributes regarding information for Manufacturer, Category, Subcategory, Series 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 boolean if fixed prices should apply to this standard service code. If the boolean is activated, the other fields in the register 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. |
| Labor | Enter a fixed price for labor. This field sums up all resource lines which have an activated check box 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 check box 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 register 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. |
- In the notification area (press ALT+F2 to show), you can deposit Fault Comments, Resolution Comments and Internal Comments.
- To add a new comment, click on the arrow next to the heading of the register 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 this, please proceed as follows:
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Quotes or Service Orders.
- Select the desired service document or create a new one.
- Navigate to the Lines register.
- 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.
- The Standard Service Item Group Codes window opens.
- Select the desired standard service code in the Code column. 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.