Attach templates to service objects

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

A template bill of materials (BOM) can be attached to a service object relation. The service object relation can then be associated with either service orders or service agreements.

  1. Click Service management > Setup > Service objects > Service objects.

  2. Select a service object.

  3. Click Service agreements or Service orders to display the service agreements or service orders that the service object has been associated with.

  4. Select a service agreement or a service order, click Functions, and then click Attach template BOM.

  5. Select the template BOM to attach to the object.

Tip

To move an attached BOM to another service object or to delete an attached BOM, in the Service objects form, click Functions, and then click Move service BOM or Delete service BOM.

See also

Create service objects