Workshop Document Terms
The workshop half of Service Center has nine term families between it, and they divide the work neatly: one shared term covers the small documents that only ever move a vehicle's status, and then the job order, its closing, the gate pass, the execution sheet, the external repair and the three material documents each get a rulebook of their own.
This page walks them in the order a new installation configures them, using Al-Sahra Motors' workshop thread — job order SCJO-2026-0417 for Fahad Al-Otaibi's Saif 1.6 — as the worked example throughout.
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The block that appears on nearly every workshop term
Before the individual screens, two blocks recur so often that it is worth learning them once.
The vehicle-status trio. Almost every workshop term carries three fields together:
| Option | Arabic label | What it does |
|---|---|---|
| Change Product Status To | تغيير حالة الصنف إلى | When the document commits, writes a status entry for the vehicle and recomputes the vehicle's current status |
| Change Status Only When Criteria Matches | تغيير الحالة فقط عند توافق المعيار | Guards the above with criteria, so the status only moves for documents that match |
| Notify On Status Change | تشغيل التنبيه عند تغير الحالة | Fires a notification for each vehicle whose status actually changed |
This is how the vehicle file tells you where the car is. Al-Sahra sets Change Product Status To = In Workshop on the term used by the reception inspection sheet, and Ready For Delivery on the term used by the job order closing, and the vehicle screen then reads correctly all day without anybody typing a status.
The status is replayed from the entries in date order, not simply overwritten, so a back-dated document inserts itself in the middle of the history rather than at the end.
The tax quartet. Taxable, Tax Plan, Modifiable Tax and Allow Editing Header Tax In Details appear on the job order, the closing and the shared workshop term. On the job order these four are copied onto the document header on every save, so changing the term's tax plan changes what the next save of an existing job order calculates.
One tax only on operation lines
The operation lines carry four tax columns, but taxes 2, 3 and 4 are overwritten with tax 1 whenever the line is recalculated. Configure a tax plan with a single tax — Al-Sahra uses one 15 % VAT throughout — and do not build a multi-tax plan for workshop labour.
The shared workshop term
One term family covers seven documents at once: Service Request, Job Estimation, Estimation Update, Add Task To Job Order, Pending Operation, Resume Operation and the Product Inspection Document.
It is a small screen, and deliberately so — these documents move paper and status, not money. It carries the vehicle-status trio, the tax quartet, and one extra switch:
Add Spare Parts With Task Selection — when a task is picked on the document, the task's standard spare parts are added to the parts grid automatically. This one is offered on the Service Request, the Job Estimation and the Add Task To Job Order only.
Two honest notes about this family. On the Product Inspection Document the term screen shows only the status trio — the tax fields are absent and would do nothing anyway, since that document holds no priced lines. And on Pending Operation and Resume Operation the term field is shown but not required; those documents work perfectly well without one.
The Job Order term
This is the module's busiest term, because the job order is where money is planned and where the three invoices come from.
The three invoice pairs
The heart of it. The job order's three invoicing buttons each need to know which book and which term to build their invoice with:
| Pair | Feeds |
|---|---|
| Customer Invoice Book / Term | the customer's invoice — Al-Sahra's SINV-2026-3311 for 695 |
| Insurance Invoice Book / Term | the insurance invoice — SINV-2026-3313 for 60 |
| Warranty Invoice Book / Term | the warranty invoice — SINV-2026-3312 for 2,400 |
Leave a pair empty and that payer's button has nothing to build with. Three more switches shape what comes out:
- Save Invoices As Draft — the generated invoice arrives uncommitted, so somebody reviews it before it posts. Sensible where the service advisor prices the job and accounts commits it.
- Generate Sales Orders Not Invoices — produces sales orders instead of invoices, for installations that invoice from the sales side.
- Use Today For Invoice Value Date — dates the invoice on the day it is generated rather than carrying the job order's value date.
Parts behaviour
Four options decide how the job order and the parts documents relate:
| Option | Arabic label | Effect |
|---|---|---|
| Restrict In Issuing | المطابقة في السحب | Only lines ticked for matching are subject to the "issued exceeds planned" limit |
| Add Tasks And Materials to Job Order From Other Documents | إضافة مهام قطع غيار لأمر الشغل من سندات خارجيه | The order's grids are rebuilt from the issue and return documents; the planned-quantity checks are skipped entirely |
| Use Issued Qty not Transferred Qty | استعمال الكمية المصروفة و ليست المحولة | Which pair of quantities feeds that rebuild |
| Spread Items Quantity If It Is Issued In Different Material Issues | فرد كميات الأصناف في السطور | One job-order line per issue line, instead of one aggregated line per item |
The first two are a fork in the road. With Add Tasks And Materials… off, the job order is a plan and the storekeeper must stay inside it — that is Al-Sahra's setup, and the one this documentation assumes. With it on, the job order becomes a record of whatever was actually issued, and every plan validation stops applying.
The term also carries the vehicle-status trio, the tax quartet and Add Spare Parts With Task Selection.
The Job Order Closing term
The closing is where the workshop's money finally lands, and its term has three jobs.
The accounting sides. One debit and one credit pair. This is the entry the closing produces.
Only the customer amount reaches the ledger
The closing screen shows four money boxes — customer, insurance, warranty and internal. Al-Sahra's closing SCJOC-2026-0392 shows 695, 60, 2,400 and 60. The journal entry it produces carries the customer figure only: 695, as one debit and one credit against the accounts on this term.
Insurance and warranty reach accounting later, through their own sales invoices. The internal 60 reaches accounting nowhere at all. Do not configure these two accounts expecting the full 3,215.
The stock issue. Issue Book and Issue Term name the book and term of the Stock Issue the closing generates for the parts consumed on the job — Al-Sahra's STI-2026-1188, relieving 1,668 of inventory cost. Leave them empty and the closing consumes nothing from stock.
The refusals. Three switches decide when a closing is allowed:
| Option | Arabic label | Effect |
|---|---|---|
| Allow Closing Suspended Orders | — | Lets a job order that is paused be closed anyway |
| Do Not Close Job Order If All Materials Are Not Issued | منع إغلاق أمر الشغل إذا لم يتم صرف الخامات بالكامل | Refuses the closing while any planned part is short-issued |
| Do Not Consider Job Order Operations Lines Status | عدم اعتبار حالة سطور المهمات وقطع الغيار | Closes regardless of whether the task lines are marked finished |
The materials check counts per item, not per task
Do Not Close Job Order If All Materials Are Not Issued totals each item across the whole order. If five litres of oil were planned against one task and issued against another, the check is satisfied. It is a completeness check on quantities, not a per-task reconciliation.
Plus, as everywhere, the vehicle-status trio and the tax quartet.
The Gate Pass term — the financial release gate
The gate pass is the module's single most useful term block, and also its most misunderstood document. It has nothing to do with barriers, directions or times of passage. It is a release check: may this car leave, given what has and has not been paid?
Seven switches, in three symmetrical pairs plus one:
| Option | Arabic label |
|---|---|
| Allow Gate Pass Without Job Order | السماح بعمل التصريح بدون أمر شغل |
| Allow Gate Pass Without Customer Invoice | السماح بعمل التصريح بدون فاتورة العميل |
| Allow Gate Pass Without Fully Paying The Customer Invoice | السماح بعمل التصريح بدون دفع فاتورة العميل بالكامل |
| Allow Gate Pass Without Insurance Invoice | السماح بعمل التصريح بدون فاتورة التأمين |
| Allow Gate Pass Without Fully Paying The Insurance Invoice | السماح بعمل التصريح بدون دفع فاتورة التأمين بالكامل |
| Allow Gate Pass Without Warranty Invoice | السماح بعمل التصريح بدون فاتورة الضمان |
| Allow Gate Pass Without Fully Paying The Warranty Invoice | السماح بعمل التصريح بدون دفع فاتورة الضمان بالكامل |
Every switch is an allowance, so the strict configuration is all seven off. That is what Al-Sahra uses: gate pass SCGP-2026-0475 could not be issued until the customer invoice was committed and paid in full — Fahad's 799.25 in cash — and until the insurance and warranty invoices existed. The insurance and warranty payment switches are left on, because an insurer takes weeks to settle and nobody is going to hold the car for that.
The status trio is here too, and it is the natural place to set the vehicle's status to Delivered.
The Job Order Execution term
Small, but with a trap.
| Option | Arabic label | Effect |
|---|---|---|
| Prevent Opening More Than One Unfinished Task | منع فتح اكثر من مهمة للفنى في نفس اليوم | Refuses a save that would leave one technician with two unfinished tasks on the same date |
| Close Book / Close Term | — | The book and term used for the Job Order Closing produced by the Generate Closing button |
Plus the vehicle-status trio.
A blank term silently switches this document off
The Job Order Execution document does not require a term. Leave the field empty and the document saves happily — but the one-open-task-per-technician check never runs, and the Generate Closing button has no book or term to build with. If either behaviour matters to you, make picking a term part of the procedure.
The External Repair term
The external repair is a supplier's invoice for sublet work — Al-Sahra sent the A/C compressor to Al-Faisal Auto Electric for a bench test, 400 on document SCER-2026-0061.
Its term carries the standard invoice account block: the debit and credit sides, cash, line and invoice discounts, the seven extra discount accounts, approximation discount, the tax accounts and four service-fee pairs. All of this is genuinely read — the external repair really does post.
One switch changes the direction of the entry:
Is Sales Not Purchase (تعمل مبيعات ليست مشتريات) — off, the default, books a payable to the supplier; on, it books a receivable instead, for the rare installation that does sublet work for others through this screen.
The external repair's value never reaches the job order
The 400 posts to the ledger against the supplier and the line's account, and it marks the covered tasks Finished. It does not join the job order's 3,215, it does not appear on any of the three invoices, and no term option makes it. To recover it from the customer, add a task or material value on the job order by hand.
The three material terms
The Spare Parts Issue, the Spare Parts Return and the Spare Parts Issue Request share one shape.
| Option | Arabic label | Effect |
|---|---|---|
| Generation Book / Generation Term | دفتر المستند / توجيه المستند | The book and term of the generated Stock Issue (issue) or Stock Receipt (return). Empty means no stock document at all, and any existing one is deleted |
| Transfer Not Issue | تحويل لا صرف | Switches the whole document from issue/receipt to a Stock Transfer between the store and the job order's work-in-progress store |
| Transfer Book / Transfer Term | دفتر التحويل المخزني / مستند التحويل المخزني | The book and term of that transfer |
| Do Not Copy Details From Job Order | عدم نسخ التفاصيل من أمر الشغل | Stops the planned parts being copied in when the job order is picked |
| Use Job Order For Qty Tracking | استخدام أمر الشغل لمتابعة الكميات | Hangs the executed/remaining quantities off the job order rather than the source document |
Transfer Not Issue is the fork here. Off, the storekeeper issues parts and stock leaves the parts store — Al-Sahra's SCRMI-2026-1902 generating stock issue STI-2026-1188 out of WH-PARTS. On, the parts move to the work-in-progress store WH-WIP instead and stay on the books until the job consumes them.
"Generate Document(s)" is ignored on these documents
The أنشاء مستندات تلقائيا / Generate Document(s) tick box on the issue and return terms is overridden in code and always behaves as if ticked. The only way to stop the stock document is to clear the Generation Book and the Generation Term — or, in transfer mode, the Transfer Book and Transfer Term.
The Spare Parts Issue Request's term options do nothing
The request's term screen shows the same generation and transfer options, because it reuses the issue's layout. The request generates nothing, posts nothing and moves nothing — it is a paper request that the issue is later built from. Fill those fields and nothing at all happens.
For the module-wide rules behind these screens, see Document Terms in Service Center. For the showroom side, see Car, Insurance and Rental Document Terms.