The printout Service card creates a combined service card for a single serial number item (an item with its own serial/chassis number, e.g. a bicycle). The card gathers the item's master data and an overview of the scheduled service inspections, so you can hand it over to the customer or attach it to the item.
At the top, the item's details are shown: designation and serial item text, serial number/chassis number, product identification, owner/customer (possibly with customer number), sales date as well as any lock code and key number.
Below that, up to six scheduled service steps are shown. The service steps are derived automatically from the item's service category (communication workflow): for each step, a service date is calculated from the item's service start date plus the step's interval (days, months or years), and the price for the step is shown. There is also room for a remarks field.
The service card has no visible criteria. It builds automatically on the serial number item or service call you start the printout from — so you do not need to select an item or dates in a parameter window.
The layout is preconfigured and controlled behind the scenes, including which logo is shown, the heading of the card, as well as whether prices, customer number, remarks field and step descriptions should be included. These settings are not adjusted in the print window itself.
The service card is started directly from the item or service call it concerns — not from an ordinary report list:
1. Find the desired serial number item, or open the service call the item is part of. 2. Click the printer icon. 3. Select Service card.
The card is created as a PDF and can then be printed or saved. There is no Excel version of this printout.
Want to know more?
Read more in these related articles:
Service calls
Combined overview of scheduled and historical service calls. Approve, send and handle errors for messages to customers about upcoming service needs. Configure service types with steps, communication templates and execution plans.
Settings for service calls
Walkthrough of the settings under Communication workflow settings in the Inventory module. Here you configure the time window for automatically sending service call messages to customers.
