Service Object Base on Parameter
This screen builds a list of service object numbers from a prefix, a range and a suffix, and creates them as service objects of one group, category and customer once the document is approved.
What it is for
On the Parameter tab you describe the numbers (for example prefix TANK-, range 1 to 50). The Service Object tab lists the numbers to create.
The service objects are created only when the document is approved through the approval workflow. Saving without an approval set up for this screen stores the document and creates nothing. Each created object takes its number as its name, and the Object Group, Object Category, Reading Group and Customer of this document.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Document | 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 |
| Document Date | Date of the document | A date |
| Resposible | The person responsible | Pick from the responsible persons list |
| Notes | A note on the document | Free text |
Basic Data
| Field | What it means | What to put |
|---|---|---|
| Object Group | The service object group | Pick from Service Object Group |
| Object Category | The object category | Pick from Object Category |
| Reading Group | Reading group | Recorded only |
| Related To Customer | The objects belong to a customer | Tick, then pick the customer |
| Customer | The customer | Pick from the customer list |
Parameter
| Column | What it means | What to put |
|---|---|---|
| Parameter | A label for the number pattern | Free text. Required |
| Prefix | Text before the number | Free text, for example ISO- |
| Suffix | Text after the number | Free text |
| Range from | First number | A number |
| Range To | Last number | A number |
| Interval (Months) | Interval in months | A number. Recorded only |
Service Object
| Column | What it means | What to put |
|---|---|---|
| Service Object | The thing being serviced: a vehicle, a machine, a container | Pick from Service Object |
How to configure it
Set up an approval for this screen in the approval set-up before using it. Fill the header, the parameters and the object list, then save and send for approval.
Scenarios
- A tank leasing company receives 40 ISO tanks for one customer. One document with prefix ISO-, range 1 to 40, the group "ISO tanks" and the customer; once approved, 40 service objects exist.
What it is connected to
- Service Object - what this screen creates.
- Service Object Group
If something looks wrong
- The document is saved but no service object appeared. It has not been approved. Send it for approval; the objects are created on approval.