Difference between revisions of "Setting service due dates from the workshop"
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== More Information == | == More Information == | ||
| − | When creating a Workshop [[Creating Workshop Jobs|job]] enter the word {{DataValue|Service}} or {{DataValue|Serv}} in the {{DataPrompt|Description:}} field on the Job {{Tab|Details}} | + | When creating a Workshop [[Creating Workshop Jobs|job]] enter the word {{DataValue|Service}} or {{DataValue|Serv}} in the {{DataPrompt|Description:}} field on the Job {{Tab|Details}} Tab. When the job is invoiced the system will auto fill the service dates on the vehicle record. |
* The {{DataPrompt|Last Service}} will be set to the date the invoice is raised. | * The {{DataPrompt|Last Service}} will be set to the date the invoice is raised. | ||
| − | * The {{DataPrompt|Service Due}} date will be | + | * The {{DataPrompt|Service Due}} date will be calculated based on previous service information and estimated annual mileage if enough history is available. Alternatively, the date will be calculated on settings against the vehicle model, vehicle manufacturer or by a system default setting, whichever one has been set. |
== See also == | == See also == | ||
Revision as of 13:52, 19 July 2017
Summary
When a Workshop job is invoiced the system can automatically fill in the last and next service dates on the vehicle record.
More Information
When creating a Workshop job enter the word 'Service' or 'Serv' in the "Description:" field on the Job [Details] Tab. When the job is invoiced the system will auto fill the service dates on the vehicle record.
- The "Last Service" will be set to the date the invoice is raised.
- The "Service Due" date will be calculated based on previous service information and estimated annual mileage if enough history is available. Alternatively, the date will be calculated on settings against the vehicle model, vehicle manufacturer or by a system default setting, whichever one has been set.
See also
- Creating Workshop Jobs
- Creating Workshop Vehicles
- Setting MOT Due date from Workshop Management
- How do I Auto-Fill Service or MOT Dates?
