The Service & Product Lifecycle module maintains full visibility of every serialised product from manufacture to installation, service, and eventual decommissioning.
Each product record forms the central hub for its operational, service, and commercial history ensuring that every installed item is traceable, maintainable, and supported throughout its life.
Product Records are created during the manufacturing process as assemblies or subassemblies are produced, generating serial numbers that are unique to each product type and attached upon completion.
Each record combines customer and delivery information, from order through to invoice and service contact, with the technical data unique to that assembly. Custom data fields such as software version, electrical ratings, or configuration details are dynamically defined per product type, ensuring every record reflects the specific build.
These Product Records are linked to Jobs, Orders, and Shipment details, allowing clear traceability from production through to customer delivery. During the dispatch process, serialised items are allocated to specific orders, maintaining a precise link between the manufactured unit and its destination.
Each Assembly record includes a master list of standard service tasks, automatically replicated within each serialised product record. When a new Service Job is created, these predefined tasks populate the work order, giving engineers a consistent checklist for every visit.
Maintenance parameters such as installation date, service frequency, travel distance, and time on site are all recorded and used to calculate maintenance cost and renewal schedules from configurable system settings.
Maintenance agreements are managed within the Job system. Documents are generated through Microsoft Word templates, merging service data and customer details before being sent as PDFs via Erpyrean’s integrated email system.
Renewal handling is largely automated, the system generates renewal records and draft communications, leaving users to simply review and confirm.
Service activities, including maintenance, installation, and breakdown response, are handled through the Product Records screen. Servicers may be internal engineers or approved subcontractors, each with their own defined stock location and control. Service Jobs can be planned, scheduled, and allocated directly to the appropriate Servicer.
Job sheets and task lists are issued electronically, containing all relevant information and checklists. On completion, engineers submit their reports, including site time, machine readings, and recommendations. These updates automatically feed back into the system, updating both the Service Job and the related Product record.
Client reports can then be generated and emailed as PDFs directly from the Service Job record, ensuring prompt and professional communication.
Where chargeable work is required, Sales Orders can be raised directly from Service Jobs. Unlike standard Sales Orders, these account for parts already destocked from service stock, maintaining accurate cost and stock control.
All invoicing follows Erpyrean’s standard invoicing process, ensuring a consistent financial workflow.
Product lifecycle events such as decommissioning, replacement, or transfer of ownership are all managed within the Product Record system. Each change is recorded, preserving a complete historical trail for every serialised item throughout its operational life.
Serial numbers, whether for a single product or batch, can be output directly to a suitable printing device, using templates designed within the Word merge system.
This ensures consistent presentation of identification labels, data plates, or documentation, aligned with each organisation’s formatting and compliance standards.
The Service & Product Lifecycle module connects production, servicing, and customer support into a unified workflow.
Every serialised product carries its own complete record from manufacture to maintenance and renewal giving full operational transparency and supporting lifetime traceability across the business.
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