One allowed pairing of a parent item with a related item. The set of relations for a parent item is the list of items a service order for an asset of that item accepts: when a service order line is added or its item is changed, the line's item must be the Related Item of one of the relations whose Item is the item of the order's asset, or the save is refused with "The selected item is not eligible or not mapped for this asset." The restriction is opt-in: an order with no asset, an asset with no item, or a parent item with no relations is not checked. Labour and part lines are both checked. Existing lines are not re-checked when the asset or the relations change. No other document reads item relations, and the shipped line Item picker is not narrowed by them. Item Relation is in no shipped app; an administrator adds it to an app to maintain it. Records are named from the IR series.
Fields
| Field | Label | Type | Required | What it does |
|---|
Coordinates | Coordinates | Text | | Free text kept for reference, for example the part's position on an exploded diagram. Shown on the record page only; no process reads it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | Text | | An identifier from an outside system, for imports and integrations. Not shown on any shipped form and not read by any process. |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup → Item | Yes | The parent item, normally the model that assets are registered against. Service order lines for an asset of this item may only use the related items listed against it. Required; not shown on the shipped record page, so it can't be changed after saving with the shipped forms. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Not shown on any shipped form and not read by any process. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The relation's number, set automatically on save from the Item Relation Settings document-name setting (series IR, date DDMMYYYY, six-digit counter, hyphen separated). |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Price | Price | Currency | | A reference price for the related item. No process reads it; service order lines are priced from price lists. |
Quantity | Quantity | Decimal | | A reference quantity, for example how many of the related item a typical service uses. No process reads it, and it is not copied onto service order lines. |
RecordTypeId | Record Type | Guid, hidden | | |
RelatedItemId | Related Item | Lookup → Item | | The item allowed with the parent item, such as a part or labour item for that model. A relation without a related item is ignored. The picker lists all items. |
SKUId | SKU | Lookup → SKU | | A variant of the item, kept for reference only. No process reads it. |
SubscriptionKey | Subscription Key | Guid, hidden | Yes | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteListRow | Delete | Delete | Delete List Row |
EditEntity | Edit | Edit | EditEntity |
EditInLineEntity | Edit | EditInline | EditInLineEntity |
EditInLineHeader | Edit | EditInline, inactive | EditInLineHeader |
EditListRow | Edit | Edit, inactive | EditListRow |
New | New | New | New |
- Item — looks up via
RelatedItemId - SKU — looks up via
SKUId - Item — looks up via
ItemId - ItemLotType — looks up via
ItemLotTypeId
