ActionTaken | Action Taken | PickList | | Values: Replace, Repair. |
ActualDurationHours | Actual Duration (Hours) | Number | | Hours logged on the time sheet for this line. |
AllocatedInvoicedQuantity | Allocated Invoiced Quantity | Number | | |
AllocatedQuantity | Allocated Quantity | Number | | Stock reserved for the line by allocation. Once it is above zero the item is locked and the line cannot be deleted. |
AlternateItemId | AlternateItem | Lookup → ItemAlternate | | The alternate-item record used when the requested item was substituted. |
Amount | Amount | Calculated (calculated) | | Calculated: Base Amount less the net discount and net scheme discount, or Base Amount when discounts are taken after tax. |
ApplyPostTaxDiscount | Apply Post Tax Discount | Boolean | | When on, the line's discounts are taken after tax instead of before it. |
AssetId | Asset | Lookup → Asset | | |
AssetMaintenanceId | Asset Maintenance | Lookup → AssetMaintenance | | The scheduled asset maintenance this line carries out. Such lines are never flagged as repeat repairs. |
AssetServiceContractId | Asset Service Contract | Lookup → AssetServiceContract | | The asset's service contract that covers the line. Found automatically from the order's asset and the line's Item Service Contract, checking the contract's validity date, hours and usage reading against the order. |
AssetServiceContractLineId | Asset Service Contract Line | Lookup → AssetServiceContractLine | | The entitlement line of the asset service contract the work is drawn from. |
BaseAmount | BaseAmount | Calculated (calculated) | | Calculated: (Quantity less Cancelled Quantity) times Unit Price 2 when it is above zero, otherwise times Unit Price. |
BranchId | Branch | Lookup | | |
CancelledQuantity | Cancelled Quantity | Number | | Quantity that will not be supplied or performed. Subtracted from the amount and from every pending quantity. A Work Item line whose whole quantity is cancelled no longer holds up the order's Work Completed status. Cannot be changed on campaign-mandatory lines. |
ClaimableQuantity | Claimable Quantity | Calculated (calculated) | | Calculated: Quantity less Cancelled Quantity less Claimed Quantity when the posting type is a claims type, otherwise zero. |
ClaimedQuantity | Claimed Quantity | Number | | How much of the line has been claimed. Once above zero the line's rate and hours are no longer recalculated. |
ComplaintCodeId | ComplaintCode | Lookup → Complaint | | |
ComplaintFaultCodeId | ComplaintFaultCode | Lookup → ComplaintFault | | |
ContractDiscount | Contract Discount | Percent | | The discount rate the service contract gives the line. Ignored when Contract Discount Amount is set. |
ContractDiscountAmount | Contract Discount Amount | Currency | | The contract discount as an amount. Used instead of the Contract Discount rate when above zero. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | | |
DeliveryQuantity | Delivery Quantity | Number | | How much of the line has gone out on delivery orders. |
DiscountAmount | Discount Amount | Currency | | The line discount as an amount. Entering one clears the percentage discount the line took from the order. |
DiscountAmount2 | Cash Discount Amount | Currency | | Labelled Cash Discount Amount: a second discount as an amount. |
ExternalId | External | Text | | |
FailedItemDeliveredQuantity | Failed Item Delivered Quantity | Number | | How much of the failed part has been handed back. Recorded by hand. |
FailedItemTreatment | Failed Item Treatment | PickList | | Values: Replaced, Repaired, Inspected. |
FailedPartInfo | Failed Part Info | Text | | |
FulfilmentOrderQuantity | Fulfilment Order Quantity | Number | | How much of the line has been released to the warehouse on fulfilment orders. |
GrossAmount | Gross Amount | Calculated (calculated) | | Calculated: Amount plus tax, less the discounts when they are taken after tax. |
HeaderItem | Header Item | Text | | Not stored. |
Id | Id | Guid | | |
IncludedInPackage | Included In Package | Boolean | | |
InventoryLedgerId | Inventory Ledger | Lookup → InventoryLedger | | The inventory ledger entry raised for this line's stock movement. Its presence is what marks the line as already posted: the inventory-posting action only considers lines where it is empty, and refuses to run when every line has one. |
InventoryStockId | Inventory Stock | Lookup → InventoryStock | | |
InvoiceGroup | Invoice Group | PickList | | Parts or Service. Lines are split into separate invoices by invoice group. Values: Parts, Service. |
InvoiceQuantity | Invoice Quantity | Number | | How much of the line has been invoiced. Once above zero the line's rate and hours are no longer recalculated. |
IsBillable | Billable | Boolean | | On when Posting Type is Generate Invoices or blank. Cannot be set by hand. |
IsClaimed | Claimed | Boolean | | Set when the line has been claimed. Once set the line's rate and hours are no longer recalculated. |
IsILPosted | IL Posted | Boolean | | Set by the system when the line's stock movement is posted to the inventory ledger. Cannot be edited. |
IsILPostingApproved | IL Posting Approved | Boolean | | Set by the system when the line's inventory ledger posting is approved. Cannot be edited. |
IsInvoiced | Invoiced | Boolean | | Set when an invoice line has been produced for this line. Once set the line's rate and hours are no longer recalculated. |
IsPackageService | Package Service | Boolean | | |
IsSchemeGenerated | Scheme Generated | Boolean | | Marks a line the scheme engine added. Such lines are never flagged as repeat repairs. |
IsCampaignMandatory | Campaign Mandatory | Boolean | | Marks a line a campaign requires. Its item, quantity, cancelled quantity and contract cannot be changed and the line cannot be deleted. |
ItemId | Item | Lookup → Item | Yes | The part or labour item on the line. Only items of type Work Item or Part can be picked. The item must be active, needs a SKU when the item requires one, cannot be a Discounted Item, and must be one of the related items of the asset's item when such a list exists. Locked once stock has been allocated to the line. |
ItemLotId | Item Lot | Lookup → ItemLot | | |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | |
ItemName | Item Name | Text | | |
ItemServiceContractId | Item Service Contract | Lookup → ItemServiceContract | | The service contract the line is charged to. The item must be on the contract's component lines once it has any; contracts that require an active, scope-restricted or single-use asset contract need a valid asset service contract for the order's asset. The lookup lists contracts whose Application To Type matches the order's Service Type, or that have none. |
ItemServiceContractId2 | Item Service Contract2 | Lookup → ItemServiceContract | | A second contract that bears Service Contract Weightage 2 of the line's value. The contract needs a Weightage Invoice Charge Item that is not the line's own item. |
ItemServiceContractId3 | Item Service Contract3 | Lookup → ItemServiceContract | | A third contract that bears Service Contract Weightage 3 of the line's value, with the same rules as Item Service Contract 2. |
MaintenanceSubType | Maintenance Sub-Type | PickList | | A finer classification under Maintenance Type. Free text; no values are shipped. |
MaintenanceType | Maintenance Type | PickList | | Values: Breakdown, Predictive, Preventive. |
ModifiedById | Modified By | Lookup → UserAccount | | |
Name | Name | Text | | |
NetDiscount | Net Discount | Calculated (calculated) | | Calculated: Discount Amount plus Cash Discount Amount plus the contract discount. |
NetSchemeDiscount | Net Scheme Discount | Calculated (calculated) | | |
OpportunityLineId | Opportunity Line | Lookup → OpportunityLine | | The opportunity line the line came from. The opportunity line's service order quantity is kept in step with this line's quantity. |
OriginalItemId | Original Item | Lookup | | The item first asked for, kept when the line uses a substitute. |
OTCInvoicedQuantity | OTC Invoiced Quantity | Number | | Quantity billed over the counter, without going through fulfilment. Subtracted from the pending fulfilment order quantity. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PackageClassification | Package Classification | PickList | | Marks how the line sits inside a service package. Lines classified as "Packaged Item" are skipped by both the invoice run and the claim run, because their value is billed through the package parent rather than in their own right. |
PartnerAccountId | Partner Account | Lookup → Account | | |
PendiFulfilmentOrderQuantity | Pending Fulfilment Order Quantity | Calculated (calculated) | | Calculated: Quantity less Fulfilment Order Quantity, OTC Invoiced Quantity and Cancelled Quantity. What is still to release to the warehouse. |
PendingAllocatedInvoicedQuantity | Pending Allocated Invoiced Quantity | Calculated (calculated) | | Calculated: Allocated Quantity less Allocated Invoiced Quantity. Stock reserved for the line that has not yet been invoiced. |
PendingDeliveryOrder | Pending Delivery Order | Calculated (calculated) | | Calculated: Quantity less Delivery Quantity less Cancelled Quantity. What is still to deliver. |
PendingFulfilmentAllocationQuantity | Pending Fulfilment Allocation Quantity | Calculated (calculated) | | Calculated: Quantity less Allocated Quantity less Cancelled Quantity. What is still to allocate. |
PendingInvoiceQuantity | Pending Invoice Quantity | Calculated (calculated) | | Calculated: Quantity less Cancelled Quantity less Invoice Quantity. What is still to invoice. |
PendingPickingQuantity | Pending Picking Quantity | Calculated (calculated) | | |
PickedQuantity | Picked Quantity | Decimal | | |
PostingType | Posting Type | PickList | | Who the line is charged to. Current versions offer Generate Invoices (customer invoice), Generate Claims (a claim against the line's Item Service Contract, which is then required), Expense and Accidental Repairs; Auto Generate Claims is switched off. When the line's contract lists the item and has a Contract Posting Treatment, that treatment is set on the line; otherwise a blank value becomes Generate Invoices. Set again when the item or the contract on the line changes. Values: Auto Generate Claims, Generate Invoices, Generate Claims, Expense. |
PriceAsOnDate | Price As On Date | DateAndTime | | The date the price is looked up for. Changing it on the line looks the price up again. |
PriceListId | Price List | Lookup → PriceList | | The price list the line is priced from. Changing it looks the price up again. |
PriceListRuleId | Price List Rule | Lookup → PriceListRule | | The price list rule that gave the line its price. |
PriceListRulesId | Price List Rules | Lookup | | Shown on the line page but not stored. Leave blank. |
PurchaseOrderLineId | Purchase Order Line | Lookup → PurchaseOrderLine | | The VOR purchase order line raised to buy this part. |
Quantity | Quantity | Number | | How much is ordered. Must be greater than zero. On a Standard Hours, Actual Hours or Capped Actual rate basis it holds the billable hours and is filled by xMatix; a value you type is kept by time sheet updates but recalculated by the order's Reprice action. |
QuoteLineId | Quote Line | Lookup → QuoteLine | | The service estimate line the line came from. Pushing the estimate again skips estimate lines already on the order. |
RecommendationAmount | Recommendation Amount | Calculated (calculated) | | Calculated: the line's Amount when the line came from a service recommendation, otherwise zero. |
RecommendationId | Recommendation | Lookup | | |
RecommendationType | Recommendation Type | PickList | | How strongly the work was recommended, carried from the service recommendation or estimate line. |
RecordTypeId | Record Type | Guid, hidden | | |
RequestedQuantity | Requested Quantity | Number | | The quantity picked for this line in a selective action (selective fulfilment, allocation, invoice or VOR). Not stored on the line. |
ResourceId | Resource | Lookup → Resource | | Not stored. The line's worker is in Service Advisor. |
RNAExternalId | RNAExternal | Text | | |
RNAServiceOrderExternalId | RNA Service Order External | Text | | |
SchemeBenefitId | Scheme Benefit | Lookup → SchemeBenefit | | |
SchemeDiscountAmount | Scheme Discount Amount | Currency | | |
SchemeLineId | Scheme Slab | Lookup → SchemeLine | | |
SchemeRewardPoints | Scheme Reward Points | Number | | |
CampaignId | Campaign | Lookup → Campaign | | The campaign the line was added under. When the order is delivered, the matching campaign maintenance on the asset is recorded as done by this line. |
CampaignItemId | Campaign Item | Lookup | | The campaign item that produced the line. Such lines are never flagged as repeat repairs. |
ServiceContractItemId | Service Contract Item | Lookup → Item | | The contract's charge item, carried from the estimate, opportunity or contract the line came from. |
ServiceContractWeightage | Service Contract Weightage | Calculated (calculated) | | Calculated: the share of the line left with the first contract, as a percentage (100 less the second and third shares). |
ServiceContractWeightage2 | Service Contract Weightage 2 | Decimal | | The share of the line borne by Item Service Contract 2, entered as a percentage. The second and third shares together cannot exceed the whole line, and a share needs its contract. |
ServiceContractWeightage3 | Service Contract Weightage 3 | Decimal | | The share of the line borne by Item Service Contract 3, entered as a percentage, with the same rules as Service Contract Weightage 2. |
ServiceOrderDiscount | Service Order Discount | Calculated (calculated) | | Read-only copy of the order's header discount rate. The rate is copied onto the line when it is created. |
ServiceOrderId | Service Order | Lookup → ServiceOrder | | The service order the line belongs to. Cannot be changed after the line is saved. |
ServiceOrderTimeSheetId | Service Order Time Sheet | Lookup → ServiceOrderTimeSheet | | The time sheet the line is on. A line can be on only one time sheet; part lines are never put on one. |
ServiceRecommendationId | Service Recommendation | Lookup → ServiceRecommendation | | The service recommendation the line was created from. Marked as used when the order is invoiced. |
SkipScheme | Skip Scheme | Boolean | | Leaves this line out of scheme evaluation, so it gets no scheme discount or reward. |
SKUId | SKU | Lookup → SKU | | The variant of the item. Required when the item is set to require a SKU. Changing it looks up the stock record and recalculates tax. |
StandardDurationHours | Standard Duration (Hours) | Number | | Book time for the operation in hours, from the item's Service Duration(Minutes) or the estimate or opportunity line. On a Standard Hours line it is the billable hours; on Capped Actual it is the cap. |
StockAvailable | Stock Available | Calculated (calculated) | | Free stock for the line's item, SKU, lot type and storage location, read from the stock record. |
StockInHand | Stock In Hand | Calculated (calculated) | | On-hand stock for the line's item, SKU, lot type and storage location, read from the stock record. |
StorageLocationId | Storage Location | Lookup → StorageLocation | | |
Tax1 | Tax1 | Currency | | |
Tax1Name | TaxName1 | Text | | |
Tax1Rate | TaxRate1 | Currency | | |
Tax1Type | TaxType1 | Text | | |
Tax2 | Tax2 | Currency | | |
Tax2Name | TaxName2 | Text | | |
Tax2Rate | TaxRate2 | Currency | | |
Tax2Type | TaxType2 | Text | | |
Tax3 | Tax3 | Currency | | |
Tax3Name | TaxName3 | Text | | |
Tax3Rate | TaxRate3 | Currency | | |
Tax3Type | TaxType3 | Text | | |
Tax4 | Tax4 | Currency | | |
Tax4Name | TaxName4 | Text | | |
Tax4Rate | TaxRate4 | Currency | | |
Tax4Type | TaxType4 | Text | | |
Tax5 | Tax5 | Currency | | |
Tax5Name | TaxName5 | Text | | |
Tax5Rate | TaxRate5 | Currency | | |
Tax5Type | TaxType5 | Text | | |
Tax6 | Tax6 | Currency | | |
Tax6Name | TaxName6 | Text | | |
Tax6Rate | TaxRate6 | Currency | | |
Tax6Type | TaxType6 | Text | | |
TaxAmount | Tax Amount | Currency | | The line's total tax. Recalculated when the item, SKU, quantity, tax group, amount or discount changes. |
TaxGroupId | Tax Group | Lookup → TaxGroup | | The tax group that decides the line's taxes. Picked automatically when the line is created and can be changed on the line dialog. |
TechnicianId | Technician | Lookup → Resource | | Labelled Service Advisor on the line: the person who works the line. Copied to the time sheet line when a time sheet is created; when blank, it is filled from the time sheet's resource. |
TimeLost | Time Lost | Number | | |
UIProps | UI Props | Text | | |
UnitPrice | Unit Price | Decimal | | Price per unit, or per hour on an hourly rate basis. Set from the order's price list when the line is created or its price list or price date changes; on a Cost Plus line it is the cost plus the markup. When set it must be greater than zero, so a line with no price on the price list needs a price entered by hand. |
UnitPrice2 | Unit Price 2 | Number | | An override price for this line. When it is above zero it is used instead of Unit Price in the line's amount. |
UpdatedDateTime | Modified Date | DateAndTime | | |
WorkEndedAt | Work Ended At | DateAndTime | | When work on the line ended, set from the time sheet once every work segment for the line has ended. |
WorkStartedBy | Work Started By | DateAndTime | | A date and time, not a person: when work on the line first started, copied from the time sheet. |
WorkStatus | Work Status | PickList | | The line's work stage. In current versions it is derived from the time sheet as Work Started, Work Paused or Work Ended. Read together with Work Ended At by the order's Work Completed check. Values: Paused- Non-Availability Of Stock, Paused- Non-Availability Of Technician, Work Ended. |
