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How to: Register Text Lines

When registering service lines for service orders, you may want to register lines with standard texts, for example, to make a comment about the line above. The following procedure shows how to register text lines in the Service Item Worksheet window.

To register text lines

  1. In the Search box, enter Service Tasks, and then choose the related link.

  2. Select the line that includes the relevant service item. On the Navigate tab, in the Service Tasks group, choose Item Worksheet.

  3. On the Lines FastTab, enter a new service line.

  4. In the Type field, select Blank.

  5. In the No. field, select the relevant text. The description of the standard text is copied into the Description field.

    Alternatively, you can also leave the No. field blank and enter the text in the Description field.

You can use a similar procedure to register text lines in the Service Lines window, which you open from the Service Order window.

To register text lines from a service order

  1. In the Search box, enter Service Orders, and then choose the related link.

  2. Open the service order you want to register text lines for.

  3. Select the line that includes the relevant service item. On the Lines FastTab, choose ActionsAction Menu icon, choose Order, and then choose Service Lines.

    If the service order requires a link between service and service items, you have to select the Lines Not Item Related option in the Selection Filter field if you want the text lines to apply to the service order in general.

  4. Enter a new service line.

Repeat these steps for each text line you want to register.

See Also

Tasks

How to: Insert Extended Text in Service Orders