Service Templates

Form ID: (FS204900)

On this form, you can create service templates. For details, see Service Templates.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

By using the elements in the Summary area, you can create a new service template or select an existing service template for editing.

Element Description
Service Template ID The identifier of the service template.
Description A description of the service template.
Service Order Type The service order type of the services that are going to be added to the template.

Details Tab

On this tab, you can add services and their quantities to the template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Line Type The type of line involved in the service template. Depending on the type of line, other columns may or may not be available. The options are:
  • Service: The line is a service.
  • Non-Stock Item: The line is a non-stock item with a type other than service.
  • Inventory Item: The line is a stock item.
    Note: You can add the stock items only if Sales Orders or None is selected in the Billing Settings section on the Service Order Types (FS202300) form for the selected service order type.
  • Comment: The line is a comment. You can use it to indicate a remark about the service to the staff member.
  • Instruction: The line is an instruction. You can use it to indicate an instruction about the service for the staff member.
Inventory ID The identifier of the item.
Quantity The number of items. This column is available only if Service or Non-Stock Item is selected in the Line Type box.
UOM The unit of measure used for the item selected in the Inventory ID column.

When you select an item in the Inventory ID column on the current tab, the system populates this column with the UOM specified i the Sales Unit box of the General tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Transaction Description A description of the line item. If the line type is Service or Non-Stock Item, the system automatically completes this field with the service description. If the line type is Comment or Instruction, you enter a comment or instruction in this field.