Set up template to represent objects at customer site [AX 2012]

Updated: December 10, 2010

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

Use this procedure to set up a template that represents objects at a customer site.

  1. Click Service management > Common > Service agreements > Service agreements.

  2. Double-click a service agreement, or click Service agreement to create a new service agreement.

  3. Click the Setup tab.

  4. Click Service objects to attach a template bill of materials (BOM) to the service agreement.

  5. In the Service objects form, select a service object, and then click Functions > Attach template BOM.

  6. In the Select template BOM form, select a template BOM in the Template BOM field, and then click OK.

  7. In the Service objects form, click Designer to modify the template BOM so that the BOM represents the objects that you want.

  8. Close the forms to save your changes.

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