Job Card Template

Overview

The "Job Card Template" doctype allows you to create templates for job cards within the Service Management module.

Fields

1. Service Template

• Label: Service Template

• Usage:

  • Select the service template associated with the job card.
  • This field will display the list of available service templates.
  • Example: "Maintenance", "Repair", "Installation"

2. Item

• Label: Item

• Usage:

  • This field is automatically filled based on the selected service template.
  • Displays the item associated with the service template.
  • Example: "Spare Part A", "Tool B"

3. Rate

• Label: Rate

• Usage:

  • Enter the rate for the selected item or service template.
  • Specifies the price or cost for the item or service.
  • Example: "50.00" for a rate of $50.00

4. Is Billable

• Label: Is Billable

• Usage:

  • Check the box if the item or service is billable.
  • Indicates whether the item or service will be charged to the customer.
  • Example: Check the box if the service "Repair" is billable.

5. Bypass Billable

• Label: Bypass Billable

• Usage:

  • Check the box to bypass the billable status for this item or service.
  • Useful for exceptions where billing rules should not apply.
  • Example: Check the box to bypass billing for a warranty service.

6. Price List

• Label: Price List

• Usage:

  • Displays the price list associated with the service template.
  • This field is read-only and automatically fetched from the service template.

7. Applied

• Label: Applied

• Usage:

  • Indicates whether the template has been applied to a job card.
  • This field is hidden and automatically updated when the template is used.

Usage

1. Navigate to the "Service Management" module.
2. Select "Job Card Template" from the list of available doctypes.
3. Click on "New" to create a new template for job cards.
4. Select the "Service Template" from the list of available service templates.
5. The "Item" field will be automatically filled based on the selected service template.
6. Enter the "Rate" for the item or service if applicable.
7. Check the "Is Billable" box if the item or service should be charged.
8. Check the "Bypass Billable" box if needed for exceptions.
9. The "Price List" field will display the associated price list automatically.
10. Save the record.
11. You can view, edit, or delete the templates as needed.

Notes

• Use the "Service Template" field to select the type of service or task for the template.
• The "Item" field will be automatically filled based on the selected service template.
• Enter the rate ("Rate") for the item or service if it varies from the default.
• Check the "Is Billable" box if the item or service should be charged to the customer.
• Check the "Bypass Billable" box for exceptions where billing rules should not apply.
• The "Price List" field displays the associated price list fetched from the service template.
• The "Applied" field indicates whether the template has been applied to a job card.