Service orders (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Service management > Common > Service orders > Service orders.
You can use this form to create, view, and change information for a service order and the service order lines.
Tasks that use this form
About automatically creating service orders
Create service orders automatically
Create service orders manually
Service order actions
Action button |
Description |
---|---|
Edit |
Change details about the selected service order. |
Cancel order |
Cancel the selected service order. |
Delete |
Delete the selected service order. |
Service order |
Create a new service order. |
Header details |
This tab is displayed only in the header view of the form. |
Combined view |
View the header and line information together. You can expand the lines and line details tabs to see more information about lines. |
Repair lines |
Create or view repair lines for the service order. |
Time recording |
View a list of time recordings for a service order that pertains to a service level agreement. |
Start |
Start service level agreement (SLA) time recording for the service order. |
Stop |
Stop SLA time recording for the service order. |
Cancel |
Cancel SLA time recording for the service order. |
Service objects |
Create service object relations for the service order or view service object relations that are attached to the service agreement. You can specify these service objects on the attached service order lines. |
Service tasks |
Create service task relations for the service order or view service task relations that are attached to the service agreement. You can specify these service tasks on the attached service order lines. |
Work description |
Generate a work description report for the service that will be delivered. |
Work receipt |
Generate a work receipt report to deliver to the customer that the service was performed for. |
Service agreements |
View information about the related service agreement. |
Create case |
Create a new case for the service |
Send electronically |
Send the service order that uses the application integration framework (AIF). An enhanced integration port is required for this feature. For information about how to configure the enhanced integration port, see Managing integration ports. |
Addresses |
Open the Address selection form to view or change address information for the service order. The service order address defaults from the customer’s address that is specified on the service agreement's project. |
Attachments |
View and open the documents that are attached to this service order. This includes external documents and notes. |
Dispatch actions
Action button |
Description |
---|---|
Previous stage |
Revert the service order to the previous stage. |
Next stage |
Update the service order to the next stage. |
Stage reasons |
View or maintain the reasons that are specified for updating of the service order. |
Move lines |
Move service order lines from the current service order to another service order. |
Copy template lines |
Copy service template lines and their attached service task and service object relations into the current service order. |
Copy agreement lines |
Copy the lines of a service agreement to the current service order. |
Copy order lines |
Copy service order lines from another service order into the current service order. |
Activities |
View and modify the activities related to the selected service order. For more information, see Create an activity. |
Item requirements |
Create an item requirement for the service order. |
Invoice actions
Action button |
Description |
---|---|
Service orders |
Post the service order. |
Create invoice proposal |
Create an invoice proposal for the service order. |
Items |
View all posted item consumption transactions for the selected service order. |
Hours |
View all hour transactions that are posted for the selected service order. |
Expenses |
View all expense transactions that are posted for the selected service order. |
Fees |
View all fee transactions that are posted for the selected service order. |
General
Field |
Description |
---|---|
Service order |
Identification of the service order. |
Description |
Brief description of the transaction. |
Sign off |
Select this check box to sign off on the selected service order and the related service order lines. |
Sign off date |
The date that the service order was approved. |
Priority |
Select the priority of the service activity. |
Customer account |
Customer or vendor account number that is inherited from the project that the service order is attached to. The number can be changed manually. |
Name |
Name of the customer account. |
Project ID |
The project that is attached to the service order. The available projects are delimited by the customer account that you selected in Customer account. |
Service agreement |
The service agreement that is attached to the service order. The available service agreements are delimited by the project ID that you selected in the Project ID field. |
Contact |
Select the contact person at the customer account. |
Service level agreement |
The service level agreement is attached to the service agreement of the service order. |
Status |
The status of the SLA time recording for the service order. |
Compliance |
The percentage of time that is spent on the service order compared to the time frame specified in the service level agreement. |
Start date |
The time when the time recording began for the service order. |
Latest completion date |
The latest time that the service order can be completed according to the service level agreement. |
Origin |
Shows whether the service order is created manually by a user or by Microsoft Dynamics AX by using the Create service orders job. |
Service stage |
Identification for the stage of the service ord. |
Progress |
The progress of the service order. The progress depends on the status of the service order lines:
|
Calendar conflict |
This check box is selected if the service date for this service order conflicts with the date on the calendar. |
Service responsible |
Select the worker who is responsible for the agreement. |
Preferred technician |
Select the worker to choose first when you decide who is to deliver the service. |
Default line activity type |
Specify the default type of service activity for service order lines. |
Address
This tab is displayed only in the line view of the form.
This tab is displayed only in the header view of the form.
Button |
Description |
---|---|
Add address |
Enter a new address for the service activity. |
Other address |
Select an address for the service activity. You can select from addresses that are already entered for customers, vendors, sites, warehouses, service orders, and projects. |
Field |
Description |
---|---|
Service name |
Enter the name of the service address. |
Service address |
Select the address for the service. |
Address |
The postal address for the selection in the Service address field. |
Activities
This tab is displayed only in the header view of the form.
Button |
Description |
---|---|
Activities |
View and modify the activities related to the selected service order. For more information, see Create an activity. |
Field |
Description |
---|---|
Responsible |
Worker to perform the service activity. |
Actual work |
Shows the number of actual work hours that were performed on the service activity. |
Total work |
Shows the total amount of work hours that are planned for the service activity. |
Start date/time |
Shows the date and time that the service activity started, or is planned to start. |
End date/time |
The date and time that the service activity finished, or is planned to finish. |
Follow-up |
Shows whether there is a difference between the number of hours planned on the service order and those that were actually spent. |
Lines
This tab is displayed only in the line view of the form.
Button |
Description |
---|---|
Add |
Add a line to the service order. |
Remove |
Delete the selected line on the service order. |
Cancel order line |
Cancel the selected service order line. |
Revoke cancel |
Revert the Canceled status of the line to the status Created. |
Calculation |
Calculate cost, estimated sales price, and estimated net weight for BOM items that are attached to the service order line. |
On-hand inventory |
View items that are available for service order lines of the type Item. |
Posting |
Post the selected service order line, or view invoice lines. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).