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.

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.

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.
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.