Service Template
A service template lists which operations apply to which kind of object, by object group, category, manufacturer and model, with a reading category and reading.
What it is for
Templates are kept for reference. No service document reads a service template in this release: picking an object on a service order does not bring its template operations.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Service Template | 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 | The name | Free text. Required |
| Reading Category | Reading category | Pick from the delivered list. Required |
| Reading | Reading | Free text. Required |
Lines
| Column | What it means | What to put |
|---|---|---|
| Object Category | The object category | Pick from Object Category |
| Manufacturer | The manufacturer | Pick from Manufacture |
| Model | The model | Pick from Model |
| Service Task | The operations of the line | Open it and list the operations |
How to configure it
Fill only if your reports need it. Reading Category and Reading are required.
Scenarios
- A dealer writes down the 10 000 km service for one model. One template, one line for the model, its operations under Service Task.
What it is connected to
If something looks wrong
- The template operations do not appear on the service order. Nothing reads templates; pick the operations on the order.