# Service Settings

<p class="doc-lead">Service Settings control optional fields on Service Completion Notes — shipment details, extra line columns, and the print footer note. Document numbering for service items and notes is configured separately under Settings → Number Settings.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/service/service-settings?id=overview">Overview</a>
<a href="#/service/service-settings?id=general">General</a>
<a href="#/service/service-settings?id=footer-notes">Footer Notes</a>
<a href="#/service/service-settings?id=number-settings">Number Settings</a>
<a href="#/service/service-settings?id=actions">Actions</a>
<a href="#/service/service-settings?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>Service → Service Settings</b>.

<p>There is a single settings record per company — no list view. Open the page, adjust options, and click <b>Update</b>.</p>

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<h2 id="general">General</h2>

| **Setting** | **Type** | **What it controls** |
|-------------|----------|----------------------|
| Show Shipment Details | Checkbox | When checked, the <b>Shipment Details</b> section appears on Service Completion Note New/Edit forms: Carrier Name/Agent, Bill Of Lading/LR/RR No., Motor Vehicle No. Also shown on the view page. |
| Select additional item line fields you will like to Add | Multi-select | Optional extra columns on service transaction line items. Available option: <b>Description (Service Completion Note)</b> — adds a Description column (WYSIWYG) on Service Completion Note item lines. |

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<h2 id="footer-notes">Footer Notes</h2>

| **Setting** | **Type** | **What it controls** |
|-------------|----------|----------------------|
| Service Completion Note Footer Note | Rich text (WYSIWYG) | HTML footer rendered on Service Completion Note print and view. Use for terms, disclaimers, or company contact details. |

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<h2 id="number-settings">Number Settings</h2>

<p>Auto-numbering for service documents is <b>not</b> configured here. Go to <b>Settings → Number Settings</b> for:</p>

<ul>
<li><b>Service Item</b> — auto-generate service codes (prefix SRV).</li>
<li><b>Service Completion Note</b> — auto-generate document numbers.</li>
<li><b>Service Receipt Note</b> — auto-generate document numbers.</li>
</ul>

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<h2 id="actions">Actions</h2>

| **Action** | **Description** |
|------------|-----------------|
| Update | Saves all settings. Refreshes user settings in the session. |
| Reset | Reverts the form to the last saved values. |
| Cancel | Closes without saving. |

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<h2 id="faq">FAQ</h2>

<p><b>Why don't I see Shipment Details on my Service Completion Note?</b><br>Enable <b>Show Shipment Details</b> here, then create or edit a note.</p>

<p><b>Can I add Description to Service Receipt Note lines too?</b><br>The additional line field option applies to Service Completion Note lines. Service Receipt Notes do not have a Description column.</p>

<p><b>Where do I set the document number prefix?</b><br>Settings → Number Settings → select the transaction type (Service Completion Note or Service Receipt Note).</p>

<p><b>Does the footer note appear on Service Receipt Notes?</b><br>No. <b>Service Completion Note Footer Note</b> applies to Service Completion Note print and view only. Service Receipt Notes use their standard print layout.</p>

<p><b>What is the difference between Update and Reset?</b><br><b>Update</b> saves your changes and refreshes session settings immediately. <b>Reset</b> reverts unsaved edits on the form to the last saved values without closing the page.</p>

<p><b>Do shipment details appear on print?</b><br>When <b>Show Shipment Details</b> is enabled, Carrier Name/Agent, Bill Of Lading/LR/RR No., and Motor Vehicle No. appear on the Service Completion Note view and print output.</p>

<p><b>Can I add custom fields to Service Receipt Note lines?</b><br>Not from Service Settings. The additional line field option (<b>Description</b>) applies to Service Completion Note item lines only.</p>

<p><b>Do I need to log out after changing settings?</b><br>No. Click <b>Update</b> — the change applies to new and edited Service Completion Notes immediately. Refresh any open note form to see new fields.</p>

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/service/service-completion-note">Service Completion Note</a> — affected by shipment details and footer note settings.</li>
<li><a href="#/settings/number-settings">Number Settings</a> — auto-numbering for service documents.</li>
</ul>