Service Worksheets
This chapter describes how process service worksheets in TRASER DMS 365. It is divided into the following sections:
- Service Worksheet Overview
- Opening a Service Order via the Service Item Worksheet List
- Uploading Files via Worksheet
- Adding Checklists to a Service Item via Worksheet
- Moving Worksheets
- Changing the Repair Status of multiple Worksheets
Service Worksheet Overview
As a service manager or technician, you can quickly and easily access an overview of all service item worksheets for service orders in the system.
For showing this list, please proceed as follows:
- Use the quick search (ALT+Q) to find the Worksheets page. This contains the following information:
| Column | Description |
|---|---|
| Document No. | In this column, the document number of the service order is displayed. Clicking on the document number will not open the service order. Instead, the worksheet for the respective service order line will be opened. |
| Description | In this column, the description of the service order is displayed. |
| Work Type Code | In this column, the work type code is displayed. |
| Service Item No. | In this column, the service item number is displayed. Clicking on the service item number will open the service item card. |
| Serial No. | In this column, the serial number of the service item is displayed. |
| Vendor Item No. | In this column, the vendor item number is displayed. This number is used to manage the item in the vendor's system. |
| Repair Status Code | In this column, the repair status code is displayed. The status code lets you draw conclusions on the current status of the service order. |
| Customer No. | In this column, the number of the customer is displayed. The customer number is relevant for later invoicing. |
| Responsibility Center Code | In this column, the responsibility center is displayed. The responsibility center codes give you insight regarding what area of responsibility of your company departments the service item worksheet relates to for example. |
| Service Item Group Code | In this column, the service item group code is displayed. |
| License Plate Number | This column shows the license plate of the service item connected to the selected service item worksheet. You can find more information about this in the chapter Add licence plate. |
| Warranty | This check box shows if the labor shown on the service item worksheet have a warranty claim. You can find more information about this in the chapter Warranty. |
| Service Price Group Code | In this column, the service item group code is displayed. |
| Fault Area Code | In this column, the fault area code is displayed. |
| Symptom Code | In this column, the symptom code is displayed. |
| Fault Code | In this column, the code of the problem is displayed. |
| Resolution Code | In this column, the code of the solution is displayed. |
| Priority | In this column, the priority of the service order/service item worksheet is displayed. |
| No. of Previous Services | In this column, the number of previous services is displayed. Click on the number to get an overview of the performed service orders (posted service shipment item lines) up until now. |
| Amount | In this column, the amount for the respective service order line or the amount for the service item worksheet is displayed. |
| Amount incl. VAT | In this column, the amount incl. VAT for the respective service order line or the amount incl. VAT for the service item worksheet is displayed. |
In addition to the data mentioned above, you can get more information in the FactBox area, which can be accessed via ALT+F2. The FactBox area contains the following information:
| Area | Description |
|---|---|
| Resolution Comments | This area shows the resolution comments. |
| Fault Comments | This area shows the fault comments. |
| Internal Comments | This area shows the internal comments. |
Open a service order via the service item worksheet list
This section describes how to open a service order via the Worksheets overview.
To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Worksheets page.
- From the displayed list, select the worksheet assigned to the service order you wish to open. The respective service orders that are linked to the worksheet are displayed in the Document No. column.
Note
Selecting a number in the Document No. column will not open the service order but the service item worksheet which is assigned to the respective service item or service order line.
- Click Order > Open Service Order in the menu bar.
The service order is displayed.
Upload Files via Worksheet
You can attach files to a service document via the worksheet. To do so, please proceed as follows:
Note
If the Activate toggle switch on the Azure Blob Storage Setup page is not activated for certain file types, they cannot be uploaded as media files. For further information, click here.
- Use the quick search (ALT+Q) to find the Worksheets page.
- Select the desired worksheet.
- Navigate to the Lines FastTab.
- Click on the action field under the tab heading.
- Click on Upload File.
- Upload the desired file using drag & drop or via the explorer. Your changes are saved automatically.
You have successfully attached a file to a service document.
Adding Checklists to a Service Item via the Worksheet
You can add checklists to a service item worksheet. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Worksheets page.
- Select the worksheet you would like to add a checklist to.
- Click Related > Checklists in the menu bar.
- Select New >New from the menu bar of the Checklists page.
- Select the desired checklist template in the Template No. field.
- Confirm the dialog box to open the newly created checklist.
- Edit the checklist as required. Your changes are saved automatically.
You have successfully added a checklist to a service item worksheet.
Note
When printing worksheets, you can attach the linked checklists to the print. To do so, activate the Print Checklists toggle switch in the Checklist tab when printing the worksheet.
Moving Worksheets
You can move worksheets from an existing service order to a new service order. In doing so, information such as the responsibility center, service order type, booking groups, prices and order-type-specific information will be transferred.
To move a worksheet, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Orders page.
- Open the service order from which you want to move the worksheet.
- Navigate to the Lines FastTab.
- Select Line > Move Worksheet to a new Service Order from the menu bar.
- Select the service order type of the new service order from the Service Order Types dialog window.
- The newly created service order is displayed.
- Fill in the service order as usual.
You have successfully moved a worksheet to a new service order.
Changing the Repair Status of multiple Worksheets
You can change the repair status of multiple worksheets simultaneously in the overview.
To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Worksheets page.
- Select all worksheets of which you want to change the repair status.
- Click on Actions > Functions > your desired repair status in the menu bar.
- You can select Set to in Process, Set to on Hold or Set to finished.
- The repair status of the selected worksheets has been changed.
You have successfully changed the repair status of multiple worksheets simultaneously.