Create Service Grouping Setups

This chapter describes how to create a service grouping setup. Service grouping setups are used to group the service worksheet lines for a service order line in a service document (e.g. a service order) and sort them according to the setup. The groupings sort the service worksheet lines, giving you a better overview.

Note

You must have the appropriate permission set (BYD SW ADMIN) for the following description. If you do not have this permission set, instruct your administrator to grant you the permission set or create a service grouping setup according to these instructions, which you can then use. Further information on permission sets can be found in the chapter Assign User Permissions.

To create a service grouping setup, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Service Grouping Setups and click on the corresponding search result.
  3. The Service Grouping Setups list is displayed.
    Service Grouping Setups
    Figure: Service Grouping Setups
  4. To create a new service grouping setup, click on New in the menu bar.
  5. Enter a code for the new service grouping setup under the Code column.
  6. Enter a description for the service grouping setup under the Description column. In the following two steps, you define the levels for the groupings of the service worksheet lines.
  7. Select one of the following values under the Grouping Level 1 column:
    • None: Select this value so that no grouping is carried out in the first level.
    • Ressource Group: Select this value to group by resource group in the first level. For more information on how to create a resource group and assign it to a resource, see the chapter Create and Assign Resource Group.
    • Work Type: Select this value to group by work type in the first level. For more information on how to create a work type and assign a service line to this work type, see the chapter Create Work Type.
  8. Select one of the following values under the Grouping Level 2 column:
    • None: Select this value so that no grouping is carried out in the second level.
    • Ressource Group: Select this value to group by resource group in the second level. For more information on how to create a resource group and assign it to a resource, see the chapter Create and Assign Resource Group.
    • Work Type: Select this value to group by work type in the second level. For more information on how to create a work type and assign a service line to this work type, see the chapter Create Work Type.
  9. Activate the checkbox under the Total Sum column to set that a total sum is displayed in the overview.

You have created a Service Grouping Setup.

On the customer card, you can define which Service Grouping Setup is to be used by default for the customer. You can find more information on this in the chapter Set default service grouping setup for customer.

On the service document (service order), you can store a service grouping setup under the Service Grouping Code field or change a default service grouping. You can find further information on this in the chapter Edit Service Grouping on Document.