Service Item Attributes

This chapter contains all important information on service item attributes. You can map attribute values to service items, depending on Manufacturer, Category, and Subcategory. This allows you to map the complete configuration of the service item depending on the number of service item attributes and the corresponding categories and subcategories. This chapter is divided into the following sections:

• Creating Service Item Attributes
• Mapping Service Item Attributes to a Subcategory
• Adding Service Item Attributes to a Service Item
• Filtering Service Items by Attribute
• Creating Service Item Models
• Defining Default Attribute Values for the Service Item Model
• Service Item Categories
  • Creating Service Item Categories
  • Adding Service Item Category Data as Comments
  • Creating Service Item Subcategories

Creating Service Item Attributes

Proceed as follows to create a service item attribute:

• Use the quick search (ALT+Q) to find the Service Item Attributes page.
• Click New in the menu bar. A new line is created in the Service Item Attributes table.
• Fill in the columns of the line according to the following table:

Your entries are saved automatically. You have successfully created a service item attribute.

Mapping Service Item Attributes to a Subcategory

This section describes how to map service item attributes to a service item subcategory. Once you have entered the Manufacturer, Category, and Subcategory during the creation of a service item, the service item attributes mapped to the subcategory are inserted automatically. You can then add them to a service item. To map service item attributes to a service item subcategory, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open an existing service item.
• Navigate to the Attributes FastTab.
• In the dropdown list of the Subcategory field, click Select from full list at the bottom of the window.
• In the menu bar, click the selection field > Attributes.
• The Attribute Mapping window opens, displaying all service item attributes which are mapped to the selected service item subcategory.
• Click New in the menu bar.
• In the Code column, select the code for the attribute you want to map to the subcategory from the dropdown list. The Name column is filled in automatically.
• Optional Select the Promoted checkbox if the service item attribute should be highlighted in bold on the service item card.
• Confirm the dialog window to retrospectively add the attribute to all service items in this subcategory.

You have successfully mapped a service item attribute to a subcategory. It is now displayed in the Attribute Mapping window.

Adding Service Item Attributes to a Service Item

Specifying service item attributes allows you to store additional information for service items and to filter by them. In order to add attributes to a service item, you must first specify a Category and a Subcategory in the Attributes FastTab on the service item card. You can then add the service item attributes mapped to the subcategory. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open the service item to which you want to add attributes.
• Navigate to the Attributes FastTab.
• Select a category in the Category field.
• Select a subcategory in the Subcategory field.
• The service item attributes that have been mapped to the subcategory are displayed in the Attribute Values FastTab.
• Complete the attribute data in the Value column of the Attribute Values FastTab according to the following table:

You have successfully entered the values of the service item attributes.

Filtering Service Items by Attribute

This section describes how to filter the service item list based on attributes. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click Related > Attributes > Apply Filter in the menu bar.
• In the Attribute Code column, select the attribute by which you want to filter from the dropdown list. The Attribute Name and Data Type columns are filled automatically by the system.
• Select the desired value in the Value column to refine the filtering.
• Optional Repeat the two previous steps to expand the filter by further attributes and further narrow down the displayed service items.
• Click OK to confirm your selection.

You have successfully filtered by service item attributes. The Service Items page is updated and only displays service items that match the filter. If no service items are displayed, this could be because either no attribute value has been specified or no service items with the specified attribute value exist.

Creating Service Item Models

Service item models facilitate selecting service item attributes. If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system and the service item attributes stored for the model are automatically entered in the Attribute Values FastTab. Proceed as follows to set up a service item model in the system:

• Use the quick search (ALT+Q) to find the Service Item Models page.
• Click New in the menu bar to create a new machine model.
• Complete the information according to the following table:

You have successfully set up a model for a service item. Your entries are saved automatically.

Defining Default Attribute Values for the Service Item Model

You can define default values for attributes for a service item model. When creating a new service item, the attributes are automatically prefilled with the default values defined for the selected model. If the subcategory or model is changed later, the system also checks whether default values are available. These are then updated automatically. This function is especially useful when certain service item models are regularly sold with fixed attributes and attribute values. To define default attribute values for the service item model, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Models page.
• Select the desired service item model.
• Click Navigation > Default Attributes in the menu bar.
• In the Attribute Code column, select the desired service item attribute.
• In the Default Value column, select the desired default value for the attribute.
• Optional Repeat the process to define additional default attribute values for the service item model.

You have successfully defined default attribute values for the service item model. When creating a new service item, the attributes are now automatically prefilled with the default values defined for the model.

Service Item Categories

The following sections contain all important information regarding service item categories and subcategories.

Creating Service Item Categories

To create service item categories, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• Click New in the menu bar.
• Complete the columns according to the following table:

You have successfully created a service item category. The next section explains how to add service item data per category as a comment line to documents.

Adding Service Item Category Data as Comments

This section describes how to define which service item data should be displayed as a comment line on sales, service, and transfer documents based on the service item category. To do so, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• Select a service item category.
• In the menu bar, click the selection field > Actions > Service Item Document Data.
• Fill in the table on the Service Item Doc. Data page according to the following information:

• Repeat this process for any information you want to add as a comment line to a sales, service, or transfer document.

Your entries are saved automatically. You have successfully specified which service item category data should be displayed as a comment line in sales, service, or transfer documents. Once you add a service item of the respective service item category to a document, this information is also automatically added.

Creating Service Item Subcategories

To create service item subcategories, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Open an existing service item.
• Navigate to the Attributes FastTab.
• In the dropdown list of the Subcategory field, click Select from full list.
• In the following window, click New in the menu bar.
• Complete the columns according to the following table:

• Confirm your entries with OK.

You have successfully created a service item subcategory.