Placeholders for Visit Report Template

This chapter lists the place holders for a visit report template.

Document

  • DepartmentName
  • DepartmentAddress

    10 row formatted address according to the backend address formatting rules.

  • ServiceOrder
  • CustomerOrder
  • StartTime

    Actual start time of the first activity

  • StartTimeDateOnly

    Actual start date of the first activity, without the time part.

  • ServiceEngineer
  • ServiceAddress

    10 row formatted address according to the backend address formatting rules.

  • SoldToBusinessPartner
  • SoldToBusinessPartnerName
  • BillingAddress

    10 row formatted address according to the backend address formatting rules.

  • InvoiceToBusinessPartner
  • InvoiceToBusinessPartnerName
  • Item

    Item code.

  • ItemDescription

    Item description

  • SerialNumber
  • SerialNumberDescription
  • ServiceType
  • ServiceTypeDescription
  • Project
  • ProjectDescription
  • OrderFixedPriceAmount: Amount including currency. If PricingMethod is not Fixed Price this field is hidden.
  • OrderFixedPriceTaxAmount: Amount including currency. If PricingMethod is not Fixed Price this field is hidden.
  • OrderFixedPriceAmountAndLabel: Amount including currency preceded by a text and colon. If PricingMethod is not Fixed Price this field is hidden.
  • OrderFixedPriceTaxAmountAndLabel: Amount including currency preceded by a text and colon. If PricingMethod is not Fixed Price this field is hidden.
  • Priority

    The priority of the visit

  • SoldToContact
  • SoldToContactName
  • SoldToContactTelephone
  • SoldToContactEmail
  • PlannedStartTime
  • PlannedFinishTime
  • ShipToBusinessPartner
  • ShipToBusinessPartnerName
  • InstallationTime

    Installation date and time

  • InstallationDate

    Installation date

  • LocationInformation
  • OrderText

Special placeholders

Totals which displays total values of all costs independent of if the details line are displayed or not.

  • TotalMaterialCost
  • TotalMaterialCostTax (not in default template)
  • TotalLaborCost
  • TotalLaborCostTax (not in default template)
  • TotalOtherCost
  • TotalOtherCostTax (not in default template)
  • TotalInvoice
  • TotalTax
  • GrandTotal
Note: 
TotalInvoice, TotalTax and GrandTotal is calculated by adding the TotalInvoice, TotalTax and GrandTotal is calculated by adding the individual totals and including the fixed price value (if any). In general, if a fixed price value is set, all detail amounts are zero.

Totals of costs which are presented in the detail lines.

  • TotalDetailMaterialCost
  • TotalDetailMaterialCostTax (not in default template)
  • TotalDetailLaborCost
  • TotalDetailLaborCostTax (not in default template)
  • TotalDetailOtherCost
  • TotalDetailOtherCostTax (not in default template)
  • TotalDetailInvoice
  • TotalDetailTax
  • GrandDetailTotal

Text placeholders

  • EngineerComments
  • CustomerComments
  • CustomerName

Image placeholders (represented by %%placeholder%%)

  • EngineerSignature
  • CustomerSignature

Activities

  • ActivityLine
  • ActivityText
  • ReportedProblem
  • ExpectedProblem
  • ExpectedSolution
  • ActualProblem
  • ActualSolution
  • ActualProblemComment
  • ActualSolutionComment
  • Description
  • Item - Item code.
  • ItemDescription - Item description TotalDetailInvoice, TotalDetailTax and GrandDetailTotal is calculated by adding the individual totals and including the fixed price value (if any). In general, if a fixed price value is set, all detail amounts are zero.
  • SerialNumber
  • SerialNumberDescription
  • ServiceType
  • ServiceTypeDescription
  • FixedPriceAmount - Amount including currency. If PricingMethod is not set to Fixed Activity Price this field is hidden.
  • FixedPriceTaxAmount - Amount including currency. If PricingMethod is not set to Fixed Activity Price this field is hidden.
  • FixedPriceAmountAndLabel - Amount including currency preceded by a text and colon. If PricingMethod is not set to Fixed Activity Price this field is hidden.
  • FixedPriceTaxAmountAndLabel - Amount including currency preceded by a text and colon. If PricingMethod is not set to Fixed Activity Price this field is hidden.
  • Priority

    The priority of the activity

  • ShipToContact
  • ShipToContactName
  • ShipToContactTelephone
  • ShipToContactEmail
  • Contract
  • ContractDescription
  • Warranty
  • WarrantyDescription
  • CoverageType
  • CoverageTypeDescription
  • ActualStartTime
  • ActualFinishTime
  • PlannedStartTime
  • PlannedFinishTime
  • InstallationTime

    Installation date and time

  • InstallationDate

    Installation date

  • Call – Call code

Material

  • Quantity - The quantity of the material, including unit.
  • Item - Item code
  • Description - Item Description
  • SerialNumber
  • SerialNumberDescription
  • AmountOrCoverage

    The invoice amount, as calculated by the backend including the currency. If the material has been changed after the last synchronization or has not been synchronized at all, the amount is not visible.

    If the amount is zero and a value is specified in the ‘CoveredBy’ field, the coverage type is displayed instead of the zero amount.

  • Lotcode

Labor cost

  • StartTime - The start time of the labor task.
  • EndTime - The end time of the labor task. (This field is calculated based on the start time and duration of the labor task.)
  • StartDate - The start date of the labor task (without time).
  • EndDate - The end date of the labor task (without time).
  • TimeStartTime - Start time (without date)
  • TimeEndTime - End time (without date)
  • DayStartDate - Day of start date (Monday, Tuesday, etc.)
  • Duration - The duration of the labor task.
  • LaborType - Translated labor type.
  • Task - Task description
  • OvertimeType - The overtime code.
  • AmountOrCoverage

    The invoice amount, as calculated by the backend including the currency. If the labor cost has been changed after the last synchronization or has not been synchronized at all, the amount is not visible.

    If the amount is zero and a value is specified in the ‘CoveredBy’ field, the coverage type is displayed instead of the zero amount.

    Note: The mentioned date fields and time fields are only printed on the visit report when the related labor hours accounting lines in LN are not yet deleted. When the labor hours accounting lines have been deleted, only the Duration can be printed.

Other cost

  • Quantity - The quantity, including unit.
  • TravelStartTime - The travel start date and time.
  • TravelEndTime - The travel end date and time.
  • TravelStartDate - The travel start date (without time).
  • TravelEndDate - The travel end date (without time).
  • TravelTimeStartTime - The travel start time (without date).
  • TravelTimeEndTime - The travel finish time (without date).
  • TravelDayStartDate - The day of the travel start (Monday, Tuesday, etc.)
  • CostType - CostType can be Other or Travel.
  • Description - Other cost description. CostType Travel does not have a description.
  • AmountOrCoverage

    The invoice amount as calculated by the back-end including the currency. If the other cost has been changed after the last synchronization or has not been synchronized at all, the amount is not visible.

    If the amount is zero and a value is specified in the CoveredBy field, the coverage type is displayed instead of the zero amount.

  • Item - Item code
Note: The mentioned date fields and time fields are only printed on the visit report when the related travel time hours accounting lines in LN are not yet deleted. When the travel time hours accounting lines have been deleted, only the Quantity can be printed.

Inspections (not included in default template)

  • Item - Item code
  • ItemDescription
  • SerialNumber
  • SerialNumberDescription
  • MeasurementType - Measurement type code
  • MeasurementTypeDescription
  • Position - Position code
  • PositionDescription
  • MeasuredValue
  • MeasurementTime - Date and time of the measurement
  • InspectionText - Additional text entered by the service engineer
  • Inspections
  • Inspection
  • Item
  • SerialNumber
  • Position or MeasurementPosition
  • MeasuredOn
  • MeasuredValue
  • MeasuredValueOrDescription
  • MeasurementType
  • MeasurementUnit
  • InspectionText
  • FixedPrice
  • OrderFixedPrice

External Notes (available from solution 2131466)

  • ExternalNote - The text of the external note.
  • CreatedByName - The name of the engineer that created the note.
  • CreationDateTime - The date and time the note was created.

Total hours per labor type (not included in the default template)

  • LaborTypeCode - The code of the labor type
  • LaborType - The description of the labor type
  • Duration - The duration of the labor type expressed in hours

Labels (used by label placeholder <<labelplaceholder>>)

  • Order
  • OrderReference
  • StartTime
  • FinishTime
  • ServiceEngineer
  • ServiceAddress
  • BillingAddress
  • Activity
  • Quantity
  • Amount
  • Duration
  • Materials
  • ItemCode
  • ItemDescription
  • OtherCosts
  • CostType
  • Description
  • Labor
  • Hours
  • LaborType
  • LaborTypes
  • Task
  • Diagnosis
  • ReportedProblem
  • ExpectedProblem
  • ExpectedSolution
  • ActualProblem
  • ActualSolution
  • Note
  • Notes
  • CreatedBy
  • Summary
  • Tax
  • Total
  • EngineerComments
  • CustomerComments
  • CustomerName