Wiki Detay | wiki workcube

Service management; maintenance, repair, technical support, etc. regarding after-sales products and services. It covers the processes. With the Workcube Service Module, you can see which type of service was provided to which customers regarding which product or solution, which service ended in what situation, etc. You can control the situations.

Path: CRM > Service-Warranty > Service > Service Applications

Listing Service Applications

You can list the applications using the filtering fields on the Service Applications page. If you click the "More" button, the filtering options will expand.

You can go to application details by clicking on the application number or subject. To add a new application, you can click the "+" icon, and to update the application, you can click the "Update" icon at the end of the line.

By selecting the box at the end of the applications and clicking on the marked icon, you can download and print the application as excel, word, pdf, send an e-mail and send it to the Workcube Output Center.

Registering a Service Application

1-Paid Service: If the service provided is paid, this box is displayed. is marked.

2-Client Information: Information about the customer is entered in this field.

3-Category Field: Category is selected from this field. When a category is selected, subcategory options appear depending on the selection. When a subcategory is selected, Alt Tree Category options appear depending on the parent selection. Definitions in this field are made in parameters. If you do not want subcategories to appear, click "Select Multiple Subcategories?" in XML Settings in Page Settings. select the option as “No”.

4-Business Groups: The groups registered on the CRM > Service-Garanti > Service > Service Business Groups page are selected from this field.

5-The process, sub-stage and priority of the application are determined through the definitions in this field. The communication method to be established with the customer is selected and, if defined, a special definition is selected.

6- The subject of the service and its details are written in the description section of the operation to be performed in this field.

7-Accessory: If the product delivered to the service has a problem regarding the accessory, accessories are selected from this field. Accessories can be defined from the parameters, as well as from the XML settings "Should Accessories Come From Parameters?" If No is selected, it can also be entered manually.

8-Additional information: Additional information definition regarding the service can be selected from this field. Additional information is defined from the parameters.

9-The Relevant Dealer and Related Branch are selected.

10-The product subject to service and the spec of the product, if any, are selected.

11-The product serial number and main serial number are entered in this field.

12-The service is selected from this field. The relevant dates are selected.

13-Attendant: An officer is selected for the service.

14- Business Partner: If the transaction to be performed will be directed to the dealer and if working with a business partner, selection can be made here.

15-Error Code: The definitions in this field come from the parameters.

16-Branch/Location: Location with the Relevant Branch is selected.

17-Activity: If the activity type is defined, it can be specified which process the time is allocated to.

18-Duration: The total duration of the service phase is entered in this field.

19-Physical Damage: If there is physical damage to the product, a description is selected from this field. These definitions come from parameters.

20-Warranty Date: If the product is under warranty, the warranty date is selected.

21-Brought by: The person who makes the delivery is selected.

22-Shipment Method: The shipping method from this field.

23- Acceptance and delivery information is entered in these fields. service and delivery addresses and telephone etc. information is entered. The recipient, delivery document and acceptance document number are defined.

Service Application Detail/Update;

Service applications are listed on the relevant page. To update the application, you can click on the "Update" icon at the end of the line. You will see the application detail page.

With the help of the links at the top right, you can do the following;

Add Time Expense;

If you enter a time expenditure, the concubine in the application assigns a time expenditure record to the subscriber and the project. In this way, you can see the time spent on the customer.

Service Applications;

This link directs you to other service applications of the relevant member.

Similar Applications;

When you click on the similar applications link, you can see similar service applications from the popup that opens. (It returns applications that are similar to the subject name, it may also be applications of different projects or current ones.)

Add Follow-Up;

Follow-up notes regarding the status of the application are entered in this field. The entered follow-up notes are displayed at the bottom of the page.

You can see Member Information and Financial Summary in the fields on the right. At the same time;

You can view Quality Control and Internal Requests, add related documents from the Documents field or associate them with an existing document in digital assets, add Notes for reference, and create a new agenda or associate it with an existing agenda from the Associated Events field. You can go to the Agendas to associate your application with an event.

You can perform the following operations with the help of the fields at the bottom of the detail page;

Other Member Service Applications;

When you click, it will take you to the list of service applications, with the application notifying you selected and searched. You can view other applications belonging to the member from this field.

Product Service Transactions;

You can add a service transaction from this field, issue an invoice for the service you added, create a consumption slip, delivery note, internal request or transfer it to the system using the buttons below.

Time by Employee. Expenses;

From this area you can see the time spent on this service and the employees who spent time.

System Product Plan;

Shows the products and prices defined to the subscriber. If a price change is to be made in Product Service Transactions, the prices defined to the Subscriber can be viewed in this area.

Follow-Ups;

You can view the follow-up notes entered for the application from this area. You can enter a new follow-up by clicking the "+" icon.

Jobs;

From this area, you can open a job record regarding the application and observe the status of the opened job record. Click on the marked icon to associate it with a previously opened job record.

Tips

Record was not found

Feedback

Did you find this content helpful?

Please Write Your Feedback!

Name*

Last Name*

Email *

About Workcube Objects

Service Applications

After-sales product and service related maintenance, repair, technical support, etc. covers processes. What kind of service was provided to which customer for which product or solution, which service ended in what situation, etc. situations are checked.

Type: WBO Version: Catalsyt v11 Licence: Standard Author: Workcube Core