Difference between revisions of "How do I auto-fill service or MOT dates?"
m (Les Ward moved page How do I Auto-Fill Service or MOT Dates? to How do I auto-fill service or MOT dates?: Lower case (except for Platinum menu options)) |
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== Summary == | == Summary == | ||
| − | It is possible for Platinum automatically to enter the next service or MOT date on the required | + | It is possible for Platinum automatically to enter the next service or MOT date on the required unit record from the {{WS}} without having to enter the unit record itself. |
== More Information == | == More Information == | ||
| − | When creating a | + | When creating a job through the workshop diary system, if you type the word {{DataValue|SERVICE}} or {{DataValue|MOT}} in the first line of the {{DataPrompt|Description}} in the {{DataPrompt|Job Details}} area, the system will work out an MOT date or an estimated service due date based on a number of settings and fill this in on the {{DataPrompt|Service}} tab on the unit record when you invoice the job. |
| − | The estimated due date for the MOT will be 12 months from the invoice date - you may need to override this if the customer has brought the | + | === MOT Due Dates === |
| − | The service intervals can be calculated by the customer's use of the | + | The estimated due date for the MOT will be 12 months from the invoice date - you may need to override this if the customer has brought the unit in early or late - while the estimated service due date will be at an interval determined by the following settings. |
| + | |||
| + | === Service Intervals === | ||
| + | The service intervals can be calculated by the customer's use of the unit if you have had the unit in the workshop more than once, by the individual unit, by the model, by the manufacturer or if none of these apply, by a system default. The settings will be checked in the order listed. | ||
== See also == | == See also == | ||
Revision as of 17:26, 4 January 2019
Summary
It is possible for Platinum automatically to enter the next service or MOT date on the required unit record from the Workshop without having to enter the unit record itself.
More Information
When creating a job through the workshop diary system, if you type the word 'SERVICE' or 'MOT' in the first line of the "Description" in the "Job Details" area, the system will work out an MOT date or an estimated service due date based on a number of settings and fill this in on the "Service" tab on the unit record when you invoice the job.
MOT Due Dates
The estimated due date for the MOT will be 12 months from the invoice date - you may need to override this if the customer has brought the unit in early or late - while the estimated service due date will be at an interval determined by the following settings.
Service Intervals
The service intervals can be calculated by the customer's use of the unit if you have had the unit in the workshop more than once, by the individual unit, by the model, by the manufacturer or if none of these apply, by a system default. The settings will be checked in the order listed.
See also
