Operation
An operation is a job the workshop sells: "oil change", "brake pad replacement", "AC gas refill". It carries the resources and parts the job normally needs, and its prices.
What it is for
Picking an operation on a Service Order fills its Requirement lines by itself:
- every line of the Resource Mapping tab (category, resource group or item, unit, quantity, sale price), and
- every line of the Service Price tab for that order's customer whose dates cover the order's posting date.
Required Service Object makes the service object required on any service order line using this operation; the save is refused with "Service Object is mandatory" otherwise.
Operation Sales Price keeps one sales price per currency.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Operation | The code or number of this record | A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved |
| Name | Name of the operation | Fills in by itself. Required |
| Operation Group | The group of the operation | Pick from Operation Group. Cannot be changed once saved |
| Minimum Qty | Minimum quantity | Recorded only |
| Unit | Unit of measure | Pick a unit. Cannot be changed once saved |
| Required Service Object | Service order lines with this operation must name a service object | Tick to require it |
Sub Contracting
| Field | What it means | What to put |
|---|---|---|
| Subcontracting | The operation is done by a subcontractor | Recorded only |
| Subcontracting | Kind of subcontract line | Recorded only |
| Subcontracting Item | Item used to buy the subcontracted work | Recorded only |
| Block | Stops the record from being picked on new documents | Leave clear while it is in use |
Operation Sales Price
| Column | What it means | What to put |
|---|---|---|
| Currency | The currency of the prices | Pick a currency |
| Price | Sales price in that currency | An amount |
Resource Mapping
| Column | What it means | What to put |
|---|---|---|
| Manufacture | The manufacturer | Pick from Manufacture |
| Manufacture Model | Model | Free text |
| Object Group | The service object group | Pick from Service Object Group |
| Object Category | The object category | Pick from Object Category |
| Category | The category of the line. The category carries the revenue account and the tax group | Pick a category. Required |
| Name | Name of the category | Fills in by itself |
| Item No | The item (part or material) | Fills in by itself |
| Name | Name of the item | Fills in by itself |
| Resource Group | The resource group | Fills in by itself |
| Item varient | Item variant | Fills in by itself |
| Unit | Unit of measure | Pick a unit. Required |
| Quantity | How many | A number greater than zero. Required |
| Sale Price | Sale price of the line | An amount. Becomes the price on the order requirement line |
| Tax Group | Tax group of the line | Pick a tax group. With the tax zone it decides the tax lines |
| Line Text | A note on the line | Free text |
How to configure it
- Resource Mapping lines need a Category, Unit and Quantity greater than zero.
- Service Price lines need Category, Customer, a Price greater than zero, Date From and Date To; two lines for the same customer may not overlap in dates.
- Subcontracting, Subcontracting Item and Minimum Qty are stored only.
Scenarios
- A quick-service chain sells a fixed-price oil change. Operation "OIL" with Resource Mapping: one labour line (worker category, 0.5 hour) and one oil line (item category, 4 litres) at their sale prices.
- A fleet customer has a negotiated price for the same job. Add a Service Price line for that customer and date range. In this release the Service Price tab has no column set-up, so it cannot be filled: see below.
What it is connected to
- Service Order, Service Quotation, Service Agreement - operation lines.
- Operation Group
- Service Template - lists operations by object group.
If something looks wrong
- The Service Price tab shows an empty grid. The grid has no column registration for this screen in this release. Customer-specific prices cannot be entered; give the price on the order line.
- Save is refused with "Basic Data - Line ID: … - Unit cannot be empty", "… Inventory Unit cannot be empty", "… Factor cannot zero or negative" or "… Quantity cannot zero or negative". Fix that Resource Mapping line.
- Save is refused with "Pricing - Line ID: … - duplicating with Line ID: …, Please check date range". Two price lines for one customer overlap.