Service Details: Difference between revisions
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This screen can be | This screen only can be shown from the Job and Service screens, for enquiry, editing or adding new services. | ||
The screen | The screen displays the service details of the job in a table below: | ||
[[File:EPOD-ServiceDetails.PNG|1000px|border]] | [[File:EPOD-ServiceDetails.PNG|1000px|border]] | ||
<br />''Service Details''<br /> | <br />''Service Details''<br /> | ||
Depending on the status of the line, the line will be | Depending on the status of the line, the line will be coloured: | ||
* Pending - No colour | * Pending - No colour | ||
* Complete - Green | * Complete - Green | ||
* Cancelled - Red. | * Cancelled - Red. | ||
Under this table, any details entered by the users | Under this table, the screen will display any details entered by the users, grouped into sections. The sections are: | ||
* Products | * ''Products''. | ||
* Activities | * ''Activities''. | ||
If this screen is | If this screen is shown from the Services screen, the details of the service or service item selected from the Services screen will have the details displayed in these tabs. If this is shown by the Jobs screen, the screen will display the details of the first service item for this service. | ||
The screen allows none of the details in these sections to be edited. | |||
== Viewing Service Details == | == Viewing Service Details == | ||
You can view the service details clicking the '''Select''' button against the service item in the top table - the screen will show the details in a Service Details pop-up. | |||
[[File:EPOD-ServiceDetails2.PNG|400px|border]] | [[File:EPOD-ServiceDetails2.PNG|400px|border]] | ||
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The details displayed are: | The details displayed are: | ||
* Job ID | * ''Job ID''. | ||
* Service ID | * ''Service ID''. | ||
* Service Type | * ''Service Type''. | ||
* Reg Number | * ''Reg Number''. | ||
* Serial No | * ''Serial No''. | ||
* SIM Number | * ''SIM Number''. | ||
* Mileage | * ''Mileage''. | ||
* Job Group | * ''Job Group''. | ||
* Planned Date and Time | * ''Planned Date and Time''. | ||
* Job Instruction | * ''Job Instruction''. | ||
* Customer | * ''Customer''. | ||
* Range | * ''Range''. | ||
* Model | * ''Model''. | ||
You can cancel the service of an item by clicking the '''Cancel''' button. | |||
You can remove an item from the service by clicking the '''Delete''' button. | |||
== Viewing Service Item Details == | == Viewing Service Item Details == | ||
You can click the '''Details''' button against the service item line in the top table to view the Parts Used and Activities against a Service. The screen will refresh the tabs below with the details against this service item. | |||
== Products Tab == | == Products Tab == | ||
The Products table displays the parts used by the engineer against the service. | The Products table displays the parts used by the engineer against the service. | ||
The details | The table displays the following details: | ||
* Product - The ID of the part | * ''Product'' - The ID of the part. | ||
* Direction - Used (U) or Returned/Required (R), depending on device configuration. | * ''Direction'' - Used (U) or Returned/Required (R), depending on device configuration. | ||
* Quantity - the quantity of this part used | * ''Quantity'' - the quantity of this part used. | ||
* Description - the description of the part | * ''Description'' - the description of the part. | ||
* Vehicle ID - the vehicle from which this part was sourced. | * ''Vehicle ID'' - the vehicle from which this part was sourced. | ||
You can view further details of the part clicking the '''Select''' button against the line - the screen will show a Product Details pop-up. | |||
You can delete parts by clicking the '''Delete''' button against the line - the screen will ask you to confirm before the part is deleted. | |||
[[File:EPOD-ServiceDetails3.PNG|border]] | [[File:EPOD-ServiceDetails3.PNG|border]] | ||
<br />''Edit Service Parts Pop-up''<br /> | <br />''Edit Service Parts Pop-up''<br /> | ||
You can edit these details by clicking the '''Edit''' button. When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes. | |||
You can add a new Part to the service item by clicking on the '''New Product''' button provided. The screen will show a Product Details pop-up. | |||
[[File:EPOD-ServiceDetails4.PNG|border]] | [[File:EPOD-ServiceDetails4.PNG|border]] | ||
<br />''Add Service Parts Pop-up''<br /> | <br />''Add Service Parts Pop-up''<br /> | ||
You can enter all details except the Service ID: | |||
* Product - A drop-down list of all the available parts configured in the system. | * ''Product'' - A drop-down list of all the available parts configured in the system. | ||
* Direction - A drop down list of Used or Returned, depending on device configuration. | * ''Direction'' - A drop down list of Used or Returned, depending on device configuration. | ||
* Quantity - the quantity of the part used | * ''Quantity'' - the quantity of the part used. | ||
* Return to SE - return product to stock - an instruction to ERP. | * ''Return to SE'' - return product to stock - an instruction to ERP. | ||
* Vehicle ID - the vehicle from which the part was sourced. | * ''Vehicle ID'' - the vehicle from which the part was sourced. | ||
When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up. | When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving. | ||
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The Activities table displays the activities taken by the engineer against the service. | The Activities table displays the activities taken by the engineer against the service. | ||
The details | The table displays the following details: | ||
* Activity - the description of the activity | * ''Activity'' - the description of the activity. | ||
* Quantity - how many times this activity was undertaken | * ''Quantity'' - how many times this activity was undertaken. | ||
You can view further details of the activity by clicking the '''Select''' button against the line - the screen will show an Activity Details pop-up. | |||
You can delete an activity by clicking the '''Delete''' button against the line - the screen will ask you to confirm before the activity is deleted. | |||
[[File:EPOD-ServiceDetails5.PNG|border]] | [[File:EPOD-ServiceDetails5.PNG|border]] | ||
<br />''Edit Service Activities Pop-up''<br /> | <br />''Edit Service Activities Pop-up''<br /> | ||
You can edit these details by clicking the '''Edit''' button. When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving. | |||
You can add a new Activity to the service item by clicking on the '''New Activity''' button provided. The screen will show an Activity Details pop-up. | |||
[[File:EPOD-ServiceDetails6.PNG|border]] | [[File:EPOD-ServiceDetails6.PNG|border]] | ||
<br />''Add Service Activities Pop-up''<br /> | <br />''Add Service Activities Pop-up''<br /> | ||
You can enter all details except the Service ID: | |||
* Activity - A drop-down list of activities | * ''Activity'' - A drop-down list of activities. | ||
* Quantity - how many times this activity was undertaken | * ''Quantity'' - how many times this activity was undertaken. | ||
When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up. | When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving. | ||
[[Category:UG 291094 EPOD Admin User Guide|200_300_100]] | [[Category:UG 291094 EPOD Admin User Guide|200_300_100]] | ||
Revision as of 12:17, 3 April 2019
This screen only can be shown from the Job and Service screens, for enquiry, editing or adding new services.
The screen displays the service details of the job in a table below:
Service Details
Depending on the status of the line, the line will be coloured:
- Pending - No colour
- Complete - Green
- Cancelled - Red.
Under this table, the screen will display any details entered by the users, grouped into sections. The sections are:
- Products.
- Activities.
If this screen is shown from the Services screen, the details of the service or service item selected from the Services screen will have the details displayed in these tabs. If this is shown by the Jobs screen, the screen will display the details of the first service item for this service.
The screen allows none of the details in these sections to be edited.
Viewing Service Details
You can view the service details clicking the Select button against the service item in the top table - the screen will show the details in a Service Details pop-up.
Service Details Pop-up
The details displayed are:
- Job ID.
- Service ID.
- Service Type.
- Reg Number.
- Serial No.
- SIM Number.
- Mileage.
- Job Group.
- Planned Date and Time.
- Job Instruction.
- Customer.
- Range.
- Model.
You can cancel the service of an item by clicking the Cancel button.
You can remove an item from the service by clicking the Delete button.
Viewing Service Item Details
You can click the Details button against the service item line in the top table to view the Parts Used and Activities against a Service. The screen will refresh the tabs below with the details against this service item.
Products Tab
The Products table displays the parts used by the engineer against the service.
The table displays the following details:
- Product - The ID of the part.
- Direction - Used (U) or Returned/Required (R), depending on device configuration.
- Quantity - the quantity of this part used.
- Description - the description of the part.
- Vehicle ID - the vehicle from which this part was sourced.
You can view further details of the part clicking the Select button against the line - the screen will show a Product Details pop-up.
You can delete parts by clicking the Delete button against the line - the screen will ask you to confirm before the part is deleted.
Edit Service Parts Pop-up
You can edit these details by clicking the Edit button. When changes are complete, you can click Save to save the changes, or Close to close the pop-up without saving the changes.
You can add a new Part to the service item by clicking on the New Product button provided. The screen will show a Product Details pop-up.
Add Service Parts Pop-up
You can enter all details except the Service ID:
- Product - A drop-down list of all the available parts configured in the system.
- Direction - A drop down list of Used or Returned, depending on device configuration.
- Quantity - the quantity of the part used.
- Return to SE - return product to stock - an instruction to ERP.
- Vehicle ID - the vehicle from which the part was sourced.
When changes are complete, you can click Save to save the changes, or Close to close the pop-up without saving.
Activities Tab
The Activities table displays the activities taken by the engineer against the service.
The table displays the following details:
- Activity - the description of the activity.
- Quantity - how many times this activity was undertaken.
You can view further details of the activity by clicking the Select button against the line - the screen will show an Activity Details pop-up.
You can delete an activity by clicking the Delete button against the line - the screen will ask you to confirm before the activity is deleted.
Edit Service Activities Pop-up
You can edit these details by clicking the Edit button. When changes are complete, you can click Save to save the changes, or Close to close the pop-up without saving.
You can add a new Activity to the service item by clicking on the New Activity button provided. The screen will show an Activity Details pop-up.
Add Service Activities Pop-up
You can enter all details except the Service ID:
- Activity - A drop-down list of activities.
- Quantity - how many times this activity was undertaken.
When changes are complete, you can click Save to save the changes, or Close to close the pop-up without saving.
