Configure Automatic Creation of Service Items

This chapter describes how to configure Beyond Advanced Serial No so that service items are automatically created for items belonging to a specific service item group when they are used in purchase or sales documents.

To set up the creation of a service item when a specific item is purchased or sold, proceed as follows:

1. Open the search function (ALT+Q) from the roll center.
2. Search for Service Item Groups and click on the corresponding search result.
3. The Service Item Groups list is displayed.
   
4. Beyond Advanced Serial No adds the following three columns to the Service Item Groups list:
   • Create Service Item (Sales): Select the check box for the service item group to create a service item when an item from this service item group is sold. The serial number is copied from the sales document and automatically entered in the service item record.
   • Create Service Item (Purchase): Select the check box for the service item group to create a service item when an item from this service item group is purchased. The serial number is copied from the purchase document and automatically entered into the record for the service item.
   • Split per Serial No.: Select the checkbox to create individual lines for entering serial numbers for items which have an item quantity greater than 1. For more information about this feature, see the chapter Set Up Simplified Serial Number Tracking.

You have configured the automatic creation of service items for the selected service item group.