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Service orders (form) [AX 2012]

Updated: October 18, 2012

Applies To: 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.

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.

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.

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.

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:

  • In process - One or more lines have the status Created.

  • Canceled - All service order lines have been canceled.

  • Posted - All lines are posted or canceled. For more information, see Service status and progress field interaction.

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.

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.

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.

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.

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