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Service Item Meter

Service item meters make it easier to track when a service item has reached a specific operating hours meter reading. This information enables proactive maintenance planning, e.g., to avoid unexpected breakdowns and downtime during the harvest season. This chapter is divided into the following sections:

Setting Up Meter Reason Codes

This section describes how to create a reason code for removing or resetting a meter value. The reason codes are stored and displayed in the Service Item History of the respective service item. This allows users to better understand why a meter was reset or an entry was removed, e.g., due to maintenance, replacement, or a test run. Proceed as follows to create a reason code for removing or resetting a meter value:

  • Use the quick search (ALT+Q) to find the Meter Reason Codes page.
  • Click New in the menu bar to create a new meter reason code.
  • In the Code column, enter a unique code for removing or resetting a meter value, e.g., TESTRUN.
  • In the Description column, enter a meaningful description for the meter reason code.
  • Optional Select the Use for Canceling of Rent Documents checkbox to allow this reason code to be selected when canceling rent shipments or rent returns that contain consumption values. This checkbox is only displayed if you own a license for Aptean Rental. More information on rental can be found under Rental.
  • Optional Repeat the steps above if you want to create additional meter reason codes.

You have successfully created a meter reason code.

Setting Up Meter Types

Proceed as follows to set up different meter types:

  • Use the quick search (ALT+Q) to find the Meter Type page.
  • Click New in the menu bar to set up a new meter type.
  • In the Meter Code column, enter a unique code for the meter, e.g., HE.
  • In the Description column, enter a clear description for the meter, e.g., HECTARE.

Tip

You can also add a translation to the meter. To do this, click Actions > Translation in the menu bar, then select the desired language code and enter an appropriate description in that language. When you switch the display language to the stored language, the meter is automatically displayed in the corresponding language.

You have successfully set up a meter type.

Setting Up Default Meter

This section describes how to set up the default meter for service items. To do so, proceed as follows:

Note

The system reminds you to enter a meter reading for service items of certain service item categories. The Setting Up Prompts for Meter Readings and Setting Up Service Item Meters for Categories sections explain how to activate or deactivate these dialog windows.

  • Use the quick search (ALT+Q) to find the Service Management Setup page.
  • Navigate to the Defaults FastTab.
  • Select the default meter from the dropdown list in the Default Meter field.

Tip

Besides the general setting of the service item meter, it is also possible to set up individual meters for specific service item categories. More information can be found in the Setting Up Service Item Meters for Categories section.

You have successfully set up the default meter for service items. It is now displayed as a field value in the General FastTab on the service item card.

Setting Up a Second Meter

This section describes how to set up a second meter for a service item. This meter is displayed in the General FastTab of the service item card, similar to the first meter. This allows you to use different meters for different applications on, e.g., a combine harvester, such as one meter for engine operating hours and another for drum hours or the number of cultivated acres. To set up a second meter for a service item, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open an existing service item.
  • Navigate to the Technical Data FastTab.
  • Select the second meter from the dropdown list in the Meter 2 field.

You have successfully set up a second meter. It is now displayed as a field value in the General FastTab on the service item card.

Entering Operating Hours Meter Reading on Service Item Card

This section describes how to enter the operating hours meter for a machine on the service item card. To do so, proceed as follows:

Note

Before you can record operating hours for a service item, you have to define this value as the Default Meter or Meter 2. More information can be found in the Setting Up Default Meter and Setting Up a Second Meter sections.

If entering the operating hours meter reading generates an error message, this may be because a higher operating hours meter reading was recorded at an earlier date. The Correcting Operating Hours Meter Reading section describes how to edit the operating hours meter reading history.

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open the service item for which you want to record the operating hours meter reading.
  • In the General FastTab, enter the operating hours meter reading in the Operating Hours field.
  • In the following window, enter the Date and Time of the operating hours meter reading.
  • Confirm your entries with OK.

You have successfully entered the operating hours meter reading.

Entering Operating Hours Meter Reading in Service Order

This section describes how to enter the operating hours meter reading for a service item in a service order. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order with the service item for which you want to enter the operating hours meter reading.
  • Select the service item in the Lines FastTab for which you want to enter the operating hours meter reading.
  • Click Line > Worksheet in the menu bar of the Lines FastTab.
  • In the worksheet, enter the operating hours meter reading in the Operating Hours field in the General FastTab.
  • In the following window, enter the Date and Time of the operating hours meter reading.
  • Confirm your entries with OK.

You have successfully entered the operating hours meter reading in a service order.

Correcting Operating Hours Meter Reading

Note

Before a user can correct a meter value, this permission must first be authorized on the user card. To do this, use the quick search (ALT+Q) to find the User Setup page, open the corresponding user card, and activate the Manual Correction Meter Value Allowed toggle switch in the Machine/Service FastTab. More information can be found in the Machine/Service section.

This section describes how to correct an incorrect operating hours meter reading. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open the service item for which you want to correct the operating hours meter reading.
  • In the General FastTab, click the selection field in the Operating Hours field.
  • Select the incorrect operating hours meter reading on the Service Item History page.
  • Click Correct Meter Value in the menu bar.
  • In the following window, enter the correct meter value in the Operating Hours field.
  • Confirm your entries with OK.

Tip

If you only want to hide a meter reading, click Remove in the menu bar of the Service Item History. The entry is not deleted, but simply hidden. By default, a filter is active that hides removed operating hours meter readings. You can reset the filter to display those entries.

You have successfully corrected an operating hours meter reading. For better traceability, all relevant information regarding the meter reading correction is stored in the Service Item History.

Resetting Operating Hours Meter to Zero

Note

Before a user can remove or reset a meter value, this permission must first be authorized on the user card. To do this, use the quick search (ALT+Q) to find the User Setup page, open the corresponding user card, and activate the Remove / Reset Meter Allowed toggle switch in the Machine/Service FastTab. More information can be found in the Machine/Service section.

This section describes how to reset the meter value of a service item to zero. The previous meter value is documented in the service item history and a new meter value is started. Proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open the service item whose meter value you want to reset to zero.
  • In the General FastTab, click the selection field next to the corresponding meter field.
  • On the Service Item History page, select the current meter value.
  • In the menu bar, click Set Meter To Zero.
  • In the following window, enter the date for deleting the meter value in the Date field.
  • In the following window, enter the time for deleting the meter value in the Time field.
  • In the Reason Code field, enter a Meter Reason Code for deleting the meter value.
  • Confirm your entries with OK.

You have successfully reset the meter value to zero. For better traceability, all relevant information about the meter reset is displayed in the Service Item History.

Setting Up Prompts for Meter Readings

You can set up a prompt for a user to enter a meter reading when a document is created. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the User Setup page.
  • Select or clear the checkbox in the Meter Reminder column in the line of the desired user.

You have successfully activated or deactivated the prompt for entering meter readings for a user. More information on the user setup can be found under User Setup Card.

Setting Up Service Item Meters for Categories

This section describes how to set up a service item meter for a service item category. The meter set up here is then used by default for this service item category. Proceed as follows to set up a service item meter for a category:

  • Use the quick search (ALT+Q) to find the Service Item Categories page.
  • Select the relevant checkbox in the Has Meter column to enable the use of meter readings for the service item category.
  • In the Meter 1 Type and Meter 2 Type columns, enter the service item meters that should be used as the default for the service item category.

You have successfully set up the meter for a service item category. The set meter is automatically added to the service item card when a service item of this category is created.

Tip

To disable the meter readings for individual service item categories, clear the checkbox in the Has Meter column for the desired service item category. If a service item of this category is used in a document, no meter reading needs to be entered.