Add an address to a service order

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic describes how to add a customer address to a service order. When you create a service order, the address information is transferred from the project that the service order is attached to. However, you can select an alternative location from addresses that are already entered in Microsoft Dynamics AX for customers, vendors, sites, warehouses, service orders, and projects.

You can also create a new address. By default, the new address is transferred to the project. However, you can specify that the new address is only relevant for this instance of the service. If you do, the new address is not transferred to the project.

Create a customer address for a service order

To add an address to a service order, follow these steps:

  1. Click Service management > Common > Service orders > Service orders.

  2. Open the service order that you want to create an address for.

  3. On the Action Pane, click Edit, and then click Header view.

  4. On the Address FastTab, click Add address.

  5. In the New address form, enter a unique name for the address and complete the remaining fields. For more information about a specific field in the form, see Manage addresses (form).

    Warning

    If you enter the same name as an existing address, the information that you enter in the remaining fields will overwrite information for the existing address.

  6. Click OK to copy the new address to your service order.

Specify an alternative address on a service order

To add an alternative address to a service order, follow these steps:

  1. Click Service management > Common > Service orders > Service orders.

  2. Open the service order that you want to enter an alternative address for.

  3. On the Action Pane, click Edit, and then click Header view.

  4. On the Address FastTab, click Other address.

  5. In the Address selection form, in the Record type field, select Service orders.

  6. Select an address, and then click OK to copy it to your service order.

See also

Service orders (form)

Select or enter a new address for a party record

Global address book overview