Create item requirements for service orders [AX 2012]

Updated: May 9, 2013

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

In Microsoft Dynamics AX 2012, you can create a service order to track and manage services that you provide to your customers. If you need to reserve specific items for a service order, you can create inventory item requirements for it. An item requirement can be immediately consumed from inventory, or it can initiate a production order for the item.

By using an item requirement instead of an item transaction, you can plan for delivery just before the item is actually used, create a purchase order, include the item in the trade-agreement framework, and include the item requirement in production planning.

Item requirements for service orders are processed through a project. To create an item requirement on a service order, the service order must be assigned to a project. After you create an item requirement for a service order, you can view the item requirement in the Projects form for the selected project.

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

  2. Select the service order that you want to create an item requirement for.

  3. On the Action Pane, on the Dispatch tab, click Item requirement.

  4. In the Item requirements form, enter information for the required item. For more information about the specific fields, see Item requirements (form).

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

  2. Open the service agreement for which you want to create an item requirement.

  3. On the Lines FastTab, click Add to create a new line.

  4. In the Transaction type field, select Item.

  5. In the Item setup field, select Item requirement.

  6. In the Item number field, select the item that is required for the service agreement.

  7. On the Line details FastTab, on the Product dimensions tab, in the Site field, select the inventory site for the item.

  8. To create a service order from the agreement line, on the Lines FastTab, click Create service orders, and then enter the relevant information in the Create service orders form. For more information about automatically creating service orders from a service agreement, see Create service orders automatically.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).