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SVC Setup

SVC Setup

Owned by Stephen Juliano
Last updated: Mar 17, 2022
2 min read

Overview

The Service Setup screen is used to set fields and items for Service.

Main Tab

Items for Service

  • Problem Item - Intangible Item used to track the Problem of the service call

  • Resolution Item - Intangible Item used to track the Resolution of the service call

Flex Fields

Fields determined by the user with Validation Options per Field. 5 Flex Fields in Total

  • Flex Field - Editable field that will appear on the Service screen

  • Validation Options - The Validation option set per Flex field

    • None - No Validation is required, field can contain anything

    • User Specified - This field will need to use one of the fields entered in the Flex Field Validations tab

    • Inventory Item - This field will need to contain an item held in Inventory

    • Serial Number - This field will need to match an existing Serial Number

    • Mandatory - This Checkbox will make the field required.

  • Default Warehouse - The default Warehouse for Service Tickets

  • Allow Time Entry on Calls - Enables Time Entry on Calls

Flex Field Validation

This Tab Allows you to define what can be used for Flex Fields marked for User Specified Validation..

  • Flex Field - This dropdown allows you to select which Flex field you are editing

  • Code - What will be entered in the field

  • Description - The description of the code

  • Default Value - This Checkbox will set this code as the default Value