Difference between revisions of "Setting service due dates from the workshop"

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== Summary ==
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When a {{WS}} job is invoiced the system can automatically fill in the last and next service dates on the unit record.
  
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It is possible to have a service workshop jobcard automatically fill in the service dates on the vehicle information
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== More Information ==
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When creating a Workshop [[Creating workshop jobs|job]], either enter the word {{DataValue|Service}} in the {{DataPrompt|Description:}} field on the Job {{Tab|Details}} tab or apply a Job Type of {{DataValue|Service}} to the job in the {{Tab|Job Types}} tab.
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{{Note|title=Note|text=You can make the selection of a {{DataPrompt|Job Type}} mandatory to ensure that this is entered. See [[How do I make workshop job types mandatory?|this article]] for more information.}}
  
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When in a workshop jobcard if the word '''SERVICE''' is entered as the first word of the first line of the two lines of brief notes the system will auto fill the service dates to be 1 year on from the previous service or will base the date on the times or annual mileage entered on the vehicle.
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When the job is invoiced the system will auto fill the service dates on the unit record.
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* The {{DataPrompt|Last Service}} will be set to the date the invoice is raised.
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* 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 unit itself, the unit model, the unit manufacturer or by a system default setting, whichever one has been set.
  
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{{KB_Tags|Service, Due}}
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== See also ==
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{{KB_WS}}
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* [[Creating workshop jobs]]
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* [[Creating workshop units]]
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* [[Setting MOT due date from the workshop]]
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* [[How do I auto-fill service or MOT dates?]]
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{{KB_Tags|service, due, date, dates, auto, automatically}}
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{{Guide}}{{Hint}}{{KB_WS}}

Latest revision as of 16:40, 15 February 2019

Summary

When a Workshop job is invoiced the system can automatically fill in the last and next service dates on the unit record.

More Information

When creating a Workshop job, either enter the word 'Service' in the "Description:" field on the Job [Details] tab or apply a Job Type of 'Service' to the job in the [Job Types] tab.

Note: You can make the selection of a "Job Type" mandatory to ensure that this is entered. See this article for more information.

When the job is invoiced the system will auto fill the service dates on the unit 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 unit itself, the unit model, the unit manufacturer or by a system default setting, whichever one has been set.

See also


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Keywords AND Misspellings
service, due, date, dates, auto, automatically
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