A movement records that an object came into the yard or workshop, or left it: when, why, who brought it, with photos. It keeps the in-out ledger of each object.
- Where
- Service Management › Object Movement › Service Object Movement
- Who uses it
- The gate or reception staff
- When
- Each time an object comes in or goes out
- Needs first
- Service Object, Object Movement Reason
What it is for
The movement keeps a running in/out balance per object: an IN counts 1, an OUT counts -1.
- An object that is out (or never came in) cannot be moved OUT: "cannot make out document ".
- An object that is in cannot be moved IN again: "cannot make in document ".
Photos ticked on the movement reason become required. The Category tab can list charges for the movement; billable lines need a customer. The movement posts nothing.
A movement is what a Storage Order bills storage days from, and what a service order or an inspection can refer to.
Every field in plain words
General
| Field | What it means | What to put |
|---|
| Movement | 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 |
| Movement Date | Date of the movement | A date. Required. Cannot be changed once saved |
| Movement Direction | In or out | Pick IN when the object comes in, OUT when it leaves. Cannot be changed once saved |
| Movement Reason | Why the object moves | Pick from Object Movement Reason. Required. Cannot be changed once saved |
| Notes | A note on the document | Free text |
| Field | What it means | What to put |
|---|
| Service Object | The thing being serviced: a vehicle, a machine, a container | Pick from Service Object. Cannot be changed once saved |
| Name | Name of the service object | Fills in from the service object |
| Identification | Identification number of the object | Fills in from the object |
| Customer | The customer | Fills in by itself |
| Name | The customer name | Fills in from the customer |
Tracking
| Field | What it means | What to put |
|---|
| Date | Date of the referred movement | Fills in from the movement. Required |
| Time | Time of the referred movement | Fills in from the movement. Required |
| Transporter | Who brought or took the object | Pick from the list |
| Clearing Agent | Clearing agent | Pick from the list |
| Shift | Shift on duty | Pick from the list |
| Responsible | The person responsible | Pick from the responsible persons list |
Photos
| Field | What it means | What to put |
|---|
| Front | Photo of the front | A photo |
| UP | Photo from above | A photo |
| Left | Photo of the left side | A photo |
| Back | Photo of the back | A photo |
| Down | Photo from below | A photo |
| Right | Photo of the right side | A photo |
| Field | What it means | What to put |
|---|
| Shipper | Shipper | Free text |
| Voyage | Voyage | Free text |
| Vessel | Vessel | Free text |
| Warf | Wharf | Free text |
| Field | What it means | What to put |
|---|
| Tracking Number | Truck number | Free text |
| Driver Name | Driver name | Free text |
| Driver Information | Driver details | Free text |
| Driver Identification Number | Driver identity number | Free text |
Category
| Column | What it means | What to put |
|---|
| Category | The category of the line. The category carries the revenue account and the tax group | Pick a category |
| Name | Name of the category | Fills in by itself |
| Unit | Unit of measure | Pick a unit |
| Quantity | How many | A number greater than zero |
| Price | Price per unit before discount | An amount |
| Gross Amount | Quantity times price | Calculated |
| Discount Amount | Discount on the line as an amount | An amount, or leave it to the percentage |
| Discount % | Discount on the line as a percentage | A percentage, at most 100 |
| Net Price | Price per unit after discount | Calculated |
| Net Amount | Line amount after discount | Calculated |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone |
| Tax Group | Tax group of the line | Pick a tax group. With the tax zone it decides the tax lines |
| Date From | Start of the period | A date |
| Date To | End of the period | A date |
| Line Text | A note on the line | Free text |
Pick the movement reasons the gate uses. Transporter, Clearing Agent and Shift come from their lists.
Scenarios
- A recovered vehicle arrives on a tow truck. Movement IN with reason "received", transporter and driver details, four photos.
- The customer collects the car. Movement OUT for the same object.
What it is connected to
If something looks wrong
- Save is refused with "cannot make out document ". The object is not in. Record its IN first.
- Save is refused with "cannot make in document ". The object is already in.
- Save is refused with "Service Object: Category - Line ID: … - Customer Cannot be Empty". A billable charge line has no customer.
- Save asks for a photo. The movement reason requires it.