Allows hours to be entered in HH:MM:SS format. Limits maximum number of hours per line to 24. Be aware of rounding, as actual time is stored in
decimal hours.

Whether the budget should be copied to the related realisation fields as default or not.

When setting up a preventive maintenance schedule the objects can by default be selected by using the object hierarchy. In case of large contracts with
many objects it can be more convenient to display the objects in a grid. This tick box will change the view to display the objects in a grid.

When this check box is checked the items on a sales order that are setup as object items will be added to the equipment list of the customer when
posting the packing slip of the sales order.

When this checkbox is set the system will apply the function as mentioned above and in addition the objects will directly be created.

Default line property used in case of working with pre-payment contracts.

If a contract is extended while the last period is broken and effectuated, may the effectuation been undone?

This setting defines the creation of the invoice project related to the contracts. When set to ‘contract ID’ the invoice project will be equal to the
contract ID. When set to "customer ID" the invoice project will be equal to the customer ID.

Enter here the place the invoice totals must be printed on (Possibilities: the first page or the last page)

When on an assignment a visit line is created, this amount (in MST) will be automatically used as cost price (the amount can be changed in the
assignment).

In case a visit line is created on an assignment, the number of kilometers as registered on the contract, will be multiplied with this amount (MST) and
added as a variable part of the cost price.

When posting incidental revenue (in combination with the use of pre-payment contracts), the revenue will be posted to this project.

Determines the maximum amount that can be posted as incidental revenue when working with pre-payment contracts. This will only be used when
a certain amount of the contract can’t be settled.

When posting incidental revenue (in combination with the use of pre-payment contracts), the revenue will be posted using this category.

This setting enforces the intersection as defined in the parameters as the most detailed allowed. More detailed prices definitions aren’t allowed and
ignored when determining the contract price.

Default customer code criteria for contract prices. Options are Table, Group and All. I.e. When set to "Table" all the contract prices
(contract>setup>coverage prices) will be entered as customer specific prices.

Default object type code criteria for contract prices. Options are Table, Group and All. I.e. When set to "Group" all the contract prices
(contract>setup>coverage prices) will be entered as object type specific prices. ‘Table’ will set the prices as object ID specific.

When a repair object is not covered by a contract, (created without a contract or after the ending of a contract) it will be linked to this invoice project. This is required since the time and material project generated by Repair Center require an invoice project. This makes it possible to register revisions / repairs for own account.

When a repair object is not covered by a contract (idle object) this call type will be used as default.

The default invoice status (line property) used for objects that aren’t included in a contract.

Auto generate object warranty start date, when promoting contract proposals, Yes or No

Default project integration for a repair call when not overruled by a more specific project integration setup. The project integration determines the default used project categories for postings and the line property (i.e. chargeable or non-chargeable).

When "Item requirements" is selected it is possible to define a line property for each individual item line on the repair task. All the sales order types can be selected. "Item requirements" and "sales order" are most common and advised.

The Service Level Definition selected will be used as a default in case no SLD setting can be found on contract levels. Also this default SLD will be used for objects that aren’t included in a contract.

Should the create form for repair calls pop up or not while creating a new repair call.

Assumes the first call status to be the default

Never: No call status will prompt
Editable: First call status will prompt and is editable
Read Only: First call status will prompt and is not editable

Call type that should be used in the case a repair object is still under warranty. Driven by the warranty end date on a repair object.

The default used call status for warranty calls.

Defines which object account relations will be used to determine the warranty.

Defines the default line property used in case the a line (hours/items/revenue) is covered by warranty

Defines the default category used in case the a line (hours/items/revenue) is covered by warranty

When set the warranty tab in the repair call creation screen will automatically expand in case an object is covered by warranty.

When a complaint call is created out of the sales order line, this call type will be automatically used (can be changed in the repair call).

When a complaint call is created out of the sales order line, this call status will be automatically used (can be changed in the repair call).

Determines the used mask for repair tasks. - ## means that a max of 99 repair tasks can be created for the same repair call.

When this check box is set that repair tasks in the status "proposed" can be planned using the drag and drop option in the scheduling overview. When unchecked repair tasks can only be scheduled using drag and drop from the status confirmed.

Based on these checkboxes it can be determined in which forms the parts availability icons should be displayed.

On the item line level in the repair task the actual parts availability status for that item + warehouse will be displayed. On the task header and/or call level the status icons of all the lines (for that task or call) will be taken and most pessimistic status will be shown.

When a sales quotation is posted as a work order, a new call will be created using the call type, status and event code filled in here.

Used call type for the creation of a work order.

The minimum duration in seconds for the call timer. I.e. when set to 30 it means that the call timer will only start registering after 30 seconds. The initial seconds will be added to the time registration. The call timer can be started from the ‘Repair call’ form. On employee level should be ticked on whether an employee can use the call timer functionality.

Rounding in seconds of the registered time. I.e. when set to 30 the registered time will be rounded per 30 seconds.

Based on the Repair call setup the call timer can start automatically. The time in seconds mentioned will make sure that the auto start of the call timer will be delayed with the defined amount of seconds.

Determines on which level the registered time will be posted

Repair Call: The project linked to the repair call will be used. If the repair call doesn’t have a project the call tracking project will be used.

Repair Object: The project of the repair object will be used. When no repair object is linked to the call the call tracking project will be used.

Project that will be used when the registered time can’t be posted against the selection made in the aggregation field.

Project category of the type hours that will be used will posting the call timer time

Line property of the type hours that will be used will posting the call timer time.

Mask to be used as sub-project mask Use the hash sign (#) to specify a digit holder for the project sub number. Each repair call becomes a sub-project on the object; so reserve sufficient number of digits to catch all repair calls expected during the lifespan of the object.

For every repair object a project is created. In this field the project group is selected to be used when creating a new project with the object. Advised is to work with a project group of the type "Time and Material".

By default the repair objects will get an ID based on the number sequence. When this field is ticked on the repair object ID will be the same as the project number related to the repair object. In order to make this work the repair object number sequence should be set to manual.

During creation of a sub-project for a repair call, whenever the call type does not specify any project group, the repair module defaults to the group setup here. Advised is to work with a project group of the type "Time and Material".

When ticked on the call Id will become part of the project of the repair call. In order to make this work the project sub mask should be equal to the number sequence of the repair calls.

Specify the default category to be used for hours forecasting and hour consumption journals.

Specify the default invoice status to assign with the above hour budgets. The hour budget status will used in forecasting.

Specify the default invoice status to assign with the above hour transactions. The hours invoice status will be used in realisation.

Specify the journal to be used for hours consumption postings from the service module.

Specify the default category to be used for item forecasting and item consumption.

Specify the default invoice status to assign with the above item transactions.

Specify the default category to be used for costs forecasting and costs journals.

Specify the default invoice status to assign with the above cost transactions.

Specify the journal to be used for revenue postings from the Repair module.

Default offset ledger account to be used during cost postings.

Specify the default category to be used for travel costs forecasting and travel costs journals.

Specify the default invoice status to assign with the above travel cost transactions.

Default visit tariff code that will be used when there is no visit tariff code defined on the repair objects or repair contracts.

Specify the default category to be used for depreciation forecasting and depreciation journals.

Specify the default invoice status to assign with the above depreciation (cost) transactions

Specify the journal to be used for depreciation postings from the repair module.

Default offset ledger account to be used during depreciation (cost) postings.

Specify the default category to be used for revenue forecasting and revenue journals.

Specify the default invoice status to assign with the above revenue (cost) transactions

Specify the default invoice status to assign for reversed revenue (cost) transactions

Specify the journal to be used for revenue postings from the repair module.

Project category to be used for hour lines associated with the quoted hours (sales price zero) to account for the cost price of the above item.

Specifies which system unit correspondents to the unit ‘hours'. The mentioned system unit i.e. ‘Hr’ will be used in the revenue transactions. This system unit should also be known on the items which are mentioned in the item number field.

Line property which will trigger the conversion from hours to revenue on the repair task. Multiple line properties can be entered.

Item number that will be used in the revenue transaction for its description and sales price.

On the hour line an hour category needs to be entered. To prevent a second selection after the hours are converted into a revenue line the hour categories can be linked to revenue categories. I.e. When on the hour tab of a repair task the hour category ‘Install’ is used the revenue category ‘Install-hrs’ will be used in the revenue transaction.

On the revenue line an revenue category needs to be entered. To prevent a second selection after the revenue is converted into a revenue line the revenue categories can be linked to revenue categories. I.e. When on the revenue tab of a repair task the revenue category "Install" is used the revenue category ‘Install-hrs’ will be used in the revenue transaction.

Select from the standard Microsoft Dynamics 365 for Finance and Operations warehouse and determine which of these warehouses can be used for the workshop repair process. Only the warehouses defined in the screen can be selected when setting up the event codes for the workshop repair process. (see also the event code and object type setup).

The description of the selected warehouse.

Color to show for the task in the task overview screen and the lower part of the scheduling overview line with mentioned status

Number sequence for object ID’s. Needs to be set to manual when object ID follows project ID is ticked on.

Number sequence of the lines in the repair object pool.

Number sequence of the components. Advised is to NOT set this number sequence to continuous.

Number sequence of the repair calls.

Number sequence of the visit schedules.

Number sequence of the lines in the visit schedules of the type "interval".

Number sequence of the lines in the visit schedules of the type "frequency".

Number sequence of the unique visits of the different visit schedules.

Number sequence of the operations as used in the planned maintenance and repair tasks.

Number sequence of the Repair transaction ID’s.

Number sequence of the covered content. This is a more technical number that is used in the background.

Number sequence of the Service Level Definition. Advised is to set this number sequence to manual so you can give the ID a logical description.

The session ID is for the graphical object builder sessions.

Number sequence used for the version number of the severity configuration versions.

Number sequence used for the severity matrix questions.

Number sequence used for the severity matrix answers.

Number sequence of the contract template ID’s. Advised is to set this number sequence to manual so you can give the ID a logical description.

Number sequence of repair contracts.

Number sequence of the coverage types. Advised is to set this number sequence to manual so you can give the ID a logical description.

Number sequence used for the contract proposals, Advised is to start this number sequence with logical description, instead of the company name. 

Number sequence of the visit tariff journals. These journals can be used to reassign prices to the visit tariff codes.