A service object is one thing the business services: a car, a generator, a container, an air conditioner. It belongs to a customer and a group, and every service request, quotation, order, movement and inspection names it.
- Where
- Service Management › Service Object › Service Object
- Who uses it
- The service advisor, the workshop controller
- When
- When a new object first comes for service, or when it is sold
- Needs first
- Service Object Group, the customer in Receivables
What it is for
The object ties the service history together: the service order list, the movement ledger and the readings are all asked by service object.
Three ways a service object comes into being:
- Typed here.
- Created in bulk by Service Object Base on Parameter.
- Created by a sales delivery of an item whose object group has Create Service Object On Sales Delivey ticked. Such an object shows the delivery in the Inventory Transaction block.
The one rule people get wrong: the customer on the object follows the service order. When the customer on a saved Service Order is changed, the object's customer is changed to match when the order is saved.
Every field in plain words
General
| Field | What it means | What to put |
|---|
| Service Object | 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 service object | Fills in from the service object. Required. Cannot be changed once saved |
Object Cluster
| Field | What it means | What to put |
|---|
| Object Group | The service object group | Pick from Service Object Group. Required. Cannot be changed once saved |
| Object Category | The object category | Pick from Object Category. Cannot be changed once saved |
Object Ownership
| Field | What it means | What to put |
|---|
| Object Indicator Type | Who owns the object | Pick from the delivered list. Cannot be changed once saved |
| Customer | The customer | Pick from the customer list. Required. Cannot be changed once saved |
| Name | The customer name | Fills in from the customer |
| Block | Stops the record from being picked on new documents | Leave clear while it is in use |
Manufacturer Data
| Field | What it means | What to put |
|---|
| Manufacture | The manufacturer | Pick from Manufacture |
| Manufacture Serial Number | Serial or chassis number | Free text |
| Manufacture Model | Model | Free text |
| Manufacture Part | Manufacturer part number | Free text |
| Manufacture Country | Manufacture Country | Free text |
| Manufacture Year | Manufacture Year | Free text |
| Manufacture Month | Manufacture Month | Free text |
Controlling
| Field | What it means | What to put |
|---|
| Identification No | Identification number of the service object, such as a registration or serial number | Fills in from the service object |
| Preferred Resource | The technician or resource the customer prefers | Free text. Recorded only |
| Reading Group | Reading group | Recorded only |
| Standard Response Time (Hours) | Promised response time, in hours | Fills in by itself |
Return / Replacement Rules
| Field | What it means | What to put |
|---|
| Return Allowed | The object may be returned | Tick or leave clear. Recorded only |
| Replacement Allowed | The object may be replaced | Tick or leave clear. Recorded only |
| Replacement Allowed In Days | Days within which replacement is allowed | A number. Recorded only |
Inventory Transaction
| Field | What it means | What to put |
|---|
| Transaction No | The sales delivery that created the object | Fills in by itself |
| Item No | The item sold, when the object came from a delivery | Fills in by itself |
| Unit | Unit of the delivered item | Fills in by itself |
| Quantity | Delivered quantity | Fills in by itself |
Parts Warranty
| Field | What it means | What to put |
|---|
| Parts Warranty | Parts are under warranty | Tick to switch on |
| Warranty % | Share of parts covered | A percentage |
| Warranty Month in Days | Length of the parts warranty, in days | A number of days |
| Warranty Starting Date | Start of the parts warranty | A date |
| Warranty Ending Date | End of the parts warranty | Fills in by itself |
Labor Warranty
| Field | What it means | What to put |
|---|
| Warranty | Labour is under warranty | Tick to switch on |
| Warranty % | Share of labour covered | A percentage |
| Warranty Month in Days | Length of the labour warranty, in days | A number of days |
| Warranty Starting Date | Start of the labour warranty | A date |
| Warranty Ending Date | End of the labour warranty | Calculated: start date plus the days. Cannot be changed once saved |
Warranty Limits
| Field | What it means | What to put |
|---|
| Claim Count Max | Most warranty claims allowed | A number. Recorded only |
| Claim Amount Max % | Most a claim may be, as a percentage | A percentage. Recorded only |
Physical Attributes
| Field | What it means | What to put |
|---|
| Weight Unit | Unit of the weight | Pick a unit |
| Weight | Weight | A number |
| Volume | Volume | A number |
Identification Details
| Field | What it means | What to put |
|---|
| Vehicle Administration Number | Registration or licence plate | Free text |
| Engine Number | Engine number | Free text |
| Usage Status | How the object is used | Pick from the delivered list |
Specification
| Field | What it means | What to put |
|---|
| Variant / Trim | Variant / Trim | Free text |
| Cylinder Capacity (CC) | Cylinder Capacity (CC) | Free text |
| Transmission Type | Transmission Type | Free text |
| Body Type | Body Type | Free text |
| Fuel Type | Fuel Type | Free text |
| Horse Power | Horse Power | Free text |
Authorized Person
| Field | What it means | What to put |
|---|
| Name | Authorised person name | Free text |
| Mobile | Authorised person mobile | Free text |
Physical Attributes
| Field | What it means | What to put |
|---|
| Color | Color | Free text |
| Seating Capacity | Seating Capacity | A number |
| No.Of Doors | No.Of Doors | A number |
| Fuel Tank Capacity | Fuel Tank Capacity | Free text |
Labor Warranty
| Field | What it means | What to put |
|---|
| Labour Warranty | Labour is under warranty | Tick to switch on |
- Object Group and Customer are required. Object Group, Category, Customer and the identity fields cannot be changed once saved.
- The warranty end dates are worked out on the screen: start date plus Warranty Month in Days.
- Reading Group is stored only.
- The Basic Data tab shows the manufacturer, controlling, warranty and physical blocks. Vehicle fields (registration, engine, body, fuel, seats, doors, authorised person) are on the second Basic Data layout.
Scenarios
- A car dealer services cars it did not sell. The service advisor creates the car here with the owner as customer, the registration in Identification No and the chassis number in Manufacture Serial Number.
- A car changes owner. Change the customer on the next service order; the object follows when the order is saved.
What it is connected to
If something looks wrong
- The object is not offered on a service order. The order lists only objects of its customer. Pick the customer first, or pick the object and let it bring its customer.
- The customer of the object changed by itself. A service order for this object was saved with another customer.