Service orders (form)

Article
10/09/2018

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 service orders

About automatically creating service orders

Create service orders automatically

Create service orders manually

Cancel service orders

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: 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.

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