This article was created with the assistance of AI tools for research and drafting. It was reviewed, edited, and fact-checked by our human editorial team before publication.

Service Item Texts

This chapter describes how to create and manage service item texts. This allows you to store additional information on the service item, e.g., details on standard configurations, required and completed service work, marketing texts, or internal comments. This chapter is divided into the following sections:

Creating Fault Comments

This section describes how to create a fault comment 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 for which you want to create a fault comment.
  • Navigate to the Lines FastTab.
  • Select the service item for which you want to store a comment.
  • Click Line > Comments > Faults in the menu bar of the FastTab.
  • To enter a new comment, click New in the menu bar.
  • Enter the current date in the Date column.
    or
    Press the T key to automatically insert the current date.
  • Enter the text for the comment in the Comment column.

You have successfully created a fault comment. It is then displayed in the FactBox area (ALT+F2) of the service order.

Tip

To edit the fault comment , click the caption of the Fault Comments FactBox tab > Edit in the FactBox area. Click OK to save your changes.

If you want to use a master data note as a fault comment, click Fault Comments > Copy from Notes in the FactBox area and select the desired note texts in the following window. Click OK to confirm your selection.

Copying Fault Comments to Worksheets

You can copy fault comments to multiple worksheets. This facilitates entering the same fault comment in multiple worksheets. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Select the service order of which you want to copy the fault comment.
  • Navigate to the Fault Comments FactBox tab.
  • In the dropdown menu, click Copy Fault Comments to Worksheets.
  • Click Copy to all Worksheets in the menu bar.
    or
    Select the desired worksheets and click Copy to selected Worksheets.

You have successfully copied a fault comment to multiple worksheets.

Creating Resolution Comments

This section describes how to create a resolution comment 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 for which you want to create a resolution comment.
  • Navigate to the Lines FastTab.
  • Select the service item for which you want to store a comment.
  • Click Line > Comments > Resolutions in the menu bar of the FastTab.
  • To enter a new comment, click New in the menu bar.
  • Enter the current date in the Date column.
    or
    Press the T key to automatically insert the current date.
  • Enter the text for the comment in the Comment column.

You have successfully created a resolution comment. It is then displayed in the FactBox area (ALT+F2) of the service order.

Tip

To edit the resolution comment , click the caption of the Resolution Comments FactBox tab > Edit in the FactBox area. Click OK to save your changes.

Copying Fault Comment Texts for Resolution Comments

This section describes how to copy the lines from the Fault Comments FactBox tab into the Resolution Comments FactBox tab. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order for which you want to copy the fault comment text into the Resolution Comments FactBox tab.
  • Navigate to the Lines FastTab.
  • Select the service item for which you want to copy a comment.
  • Navigate to the Resolution Comments FactBox tab in the FactBox area (ALT+F2).
  • Select the Copy text from fault comments option from the menu.
  • The comments from the Fault Comments FactBox tab are copied into the Resolution Comments FactBox tab.

You have successfully copied one or more comments into the Resolution Comments FactBox tab.

Creating Internal Comments

This section describes how to create an internal comment. Internal comments are not shown on the invoice and are therefore suitable for passing on sensitive information to employees. Proceed as follows to create an internal comment:

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order for which you want to create an internal comment.
  • Navigate to the Lines FastTab.
  • Select the service item for which you want to store a comment.
  • Click Line > Comments > Internal in the menu bar of the FastTab.
  • To enter a new comment, click New in the menu bar.
  • Enter the current date in the Date column.
    or
    Press the T key to automatically insert the current date.
  • Enter the text for the comment in the Comment column.

You have successfully created an internal comment. It is then displayed in the FactBox area (ALT+F2) of the service order.

Tip

To edit the internal comment , click the caption of the Internal Comments FactBox tab > Edit in the FactBox area. Click OK to save your changes.

Adding Marketing Texts to Service Items

This section describes how to add a marketing text to a service item. 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 a marketing text.
  • Navigate to the Marketing Text FactBox tab in the FactBox area (ALT+F2).
  • Click Edit.
  • In the text editor, enter the desired text.
  • Optional Format the text as needed.
  • To save the text, click OK.

You have successfully added a marketing text to a service item. The entered text is displayed in the Marketing Text FactBox tab. To edit it, proceed in the same way as described in this section.

Adding Notes to Service Items

This section describes how to add a note to a service item. 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 a note.
  • In the FactBox area (ALT+F2), click Attachments.
  • Click the plus icon Plus Icon next to the Notes FastTab.
  • Enter the desired text. It cannot exceed 1024 characters.
  • Click OK to confirm your input.

You have successfully added a note to a service item. It is now displayed under Notes with the timestamp of creation and the user ID of the creator. You can create multiple notes in this way.

Editing Service Item Notes

This section describes how to edit service item notes. 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 edit notes.
  • In the FactBox area (ALT+F2), click Attachments.
  • Navigate to the Notes FastTab.
  • For the desired note, select the Edit option via the selection field.

Tip

Click Delete if you want to remove the note completely.

  • Enter the desired changes to the text. It cannot exceed 1024 characters.
  • Click OK to confirm the changes.

You have successfully edited a note. Only the changes made to the text are saved. Information such as the user ID that created the note or the timestamp is not updated.

Uploading Files via Service Item Cards

You can add media files to a service item via the service item card. To do so, proceed as follows:

Note

If the Active checkbox on the Azure Blob Storage Setup page is not selected for certain file types, they cannot be uploaded as media files. More information on this can be found under Setting Up Azure Blob Storage.

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open the service item to which you want to add media files.
  • Navigate to the Media Files FastTab.
  • Click Upload file in the menu bar.
  • Upload the desired file using drag & drop or via the explorer.

Tip

To remove a media file, select the Delete Line option in the respective line via the selection field. Confirm the dialog window with Yes.

To download a media file, select the Download option in the respective line via the selection field. To download all media at once as a ZIP file, select the Download all Media option.

You have successfully added a media file to a service item. Your entries are saved automatically.