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Service agreements (form) [AX 2012]

Updated: October 18, 2012

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 agreements > Service agreements.

You can use this form to create and maintain service agreements.

The following tables provide descriptions for the controls in this form.

Action button

Description

Service agreement

Create a new service agreement by entering the settings manually.

Agreement wizard

Start a wizard that will help guide you through the process to set up a service agreement.

Header details

View header and header-related information on FastTabs.

Combined view

View the header and line information together. You can expand the lines and line details tabs to see more information about lines.

Template lines

Copy template lines from a template to the agreement.

Agreement lines

Copy agreement lines from a previously created agreement.

Hours

Set up cost prices for hour transactions. The cost price is applied on hour transaction lines that are created for the current service agreement.

Expense

Set up cost prices for expense transactions. The cost price is applied on expense transaction lines that are created for the current service agreement.

Fees

Set up sales prices for fee transactions. The sales price is applied on fee transaction lines that are created for the current service agreement.

Service objects

Create service object relations for the agreement. You can then specify these service objects on the attached service agreement lines.

Service tasks

Create service task relations for the agreement. You can then specify these service tasks on the attached service agreement lines.

Send agreement

Send the service agreement using 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.

This tab is displayed only in the line view of the form.

Action button

Description

Planned service orders

Create service orders for the service agreement in the specified period.

Post

Post service orders that are attached to the selected agreement.

View

View and modify service orders that are attached to the current service agreement.

Cancel

Cancel service orders that are attached to the selected service agreement.

Delete

Delete service orders that are attached to the selected service agreement.

This tab is displayed only in the line view of the form.

Field

Description

Description

Enter a short description of the service agreement.

Service agreement

The identifier of the service agreement.

Project ID

Select the project that the service agreement is attached to. For more information, see Project attached to service agreement.

Project name

The name of the project that is attached to the service agreement.

Customer account

The customer account referenced in the project attached to the service agreement.

Name

The name of the customer account which is referenced in the project attached to the service agreement.

Contact

External contact person attached to the service agreement. Contact persons are listed in the Contact details form.

Service agreement group

The service agreement group for the service agreement. If you have defined a default service agreement group in Service agreement group in Service management parameters, this group will be suggested. For more information, see About service agreement groups.

Combine service orders

Category by which to group automatically created service order lines. For more information, see Combine service orders.

Service level agreement

Select a service level agreement if you want to assign time limits for completing a manually created service order to this service agreement.

Default line activity type

Specify the type of service activity that will be assigned to service order lines automatically when they are created.

Suspended

Select the check box to suspend a service agreement.

Start date

Shows the start date for the service agreement. This date defaults from the start date for the service agreement's project. However, you can enter a new date.When you create lines for the service agreement, today’s date is used as the default. Service orders cannot be created for any period that is before this date.ExampleA service agreement and the lines have a start date of January 1, 2011. You create service orders for the period from December 1 2010 to January 31, 2011. In this case, service orders are only created for the period from January 1, 2011 to January 31, 2011.

End date

Enter the end date for the service agreement. This field is optional. For more information, see End date.

Service template group

Enter a template group if you want to create the selected service agreement as a template. For more information, see Create service template group.

Preferred technician

Select the worker who is to be considered first when a technician is assigned.

Service responsible

The worker who is responsible for the service agreement.

This tab is displayed only in the line view of the form.

Button

Description

On-hand inventory

View the on-hand inventory for the various inventory dimensions. This option is only available for item transaction lines.

Dimensions display

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Create service orders

Create service orders for the selected agreement line.

Post service orders

Post service orders that are attached to the selected agreement line in the specified period.

Field

Description

Transaction type

Transaction type for service agreement line.

Worker

The worker to perform the service transaction.

Category

Select a category for the service agreement line. The categories available to you are limited by the transaction type you have selected for this agreement line.

Description

Description of the transaction. The name entered for the category is shown in this field.

Service object relation

Select a service object relation to attach to the service agreement line if it is needed.

NoteNote

You must create the service object relation before you can attach it. For more information, see About service object relations.

Service object

The name of the service object associated with the selected service object relation.

Service task

Select a service task to attach to the service agreement line. Before you do this, create a service task relation. For more information, see Create service task relations.

Service interval

Specify identification of service interval. For more information, see About service intervals.

Start date

Enter a start date for the agreement line. The date defaults from the start date on the service agreement.

End date

Enter an end date for the agreement line.

Stopped

Select to stop a service agreement line.

Item setup

When you create service orders, item lines are generated in two different ways depending on the selection in this field.

  1. To generate lines of the type item in the Service orders form, select Item journal.

  2. To generate item requirement lines in the Item requirements form, select Item requirement.

Item number

Enter the item number of the item.

This tab is displayed only in the line view of the form.

Tab

Field

Description

Line details

Service agreement

Shows the service agreement to which the service agreement line is attached.

Transaction type

Transaction type for service agreement line.

Line number

Shows the service agreement line number.

Description

Description of the transaction.

Text

Enter an extended free text description for the service agreement line of up to 1,000 characters.

Service object relation

Select a service object relation to attach to the service agreement line if it is needed.

NoteNote

You must create the service object relation before you can attach it. For more information, see About service object relations.

Service object

The name of the service object associated with the selected service object relation.

Service task

Select a service task to attach to the service agreement line. Before you do this, create a service task relation. For more information, see Create service task relations.

Project

Project ID

The project to which the service agreement is attached. For more information, see Project attached to service agreement.

Worker

The worker to perform the service transaction.

Category

Select a category for the service agreement line. The categories available to you are limited by the transaction type you have selected for this agreement line.

Line property

Shows the line property which is inherited from the attached project. The field is editable.

Description

Description of the transaction.

Time

Service interval

Specify identification of service interval. For more information, see About service intervals.

Time window

Specify a time window for the agreement line. For more information, see About time windows.

Start date

Enter a start date for the agreement line. The date defaults from the start date on the service agreement.

End date

Enter an end date for the agreement line.

Stopped

Select to stop a service agreement line.

Prices

Quantity

Quantity of hours, expenses, or items that are included in the transaction.

Cost price

The cost price per hour, expense, or item that is included in the transaction.

The cost price of hours and expenses depends on the start date of the agreement line so that a price setup that is not valid until a later date than the start date of the agreement line is disregarded.

Cost amount

Cost of the total quantity of the transaction.

Sales currency

View the currency in which the project is invoiced. The currency is inherited from the customer attached to the service agreement.

Sales price

Sales price per unit calculated in the current sales currency.

The sales price of hours, expenses, and fees depends on the start date of the agreement line. Therefore, a price setup that is not valid until a later date than the start date of the agreement line is disregarded.

Sales tax group

Type or select a sales tax group code that is generated in the Sales tax groups form.

Item sales tax group

Type or select an item sales tax group code generated in the Item sales tax groups form.

Financial dimensions field group

Specify one or more dimensions for the service agreement line.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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