Create service object relations [AX 2012]

Updated: July 28, 2014

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 create service object relations for a service agreement and a service order. When you a create service object relation, you associate the service object to a service agreement or service order. When a customer requests service for an item that is a service object, you can select the service object from the list of service object relations.

Use the following steps to create a service object relation for a service agreement:

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

  2. In the Service agreements list, select an existing service agreement, or click New to create a new service agreement.

  3. In the Service agreements form, on the Action Pane, on the Service agreement tab, in the Relations group, click Service objects.

  4. In the Service objects form, click New, and then select a service object for this service agreement.

  5. To assign a template bill of materials (BOM) to the service agreement, click Functions, and then select Attach template BOM. In the Select template BOM form, in the Template BOM field, select a template. For more information about template BOMs, see About template BOMs.

Use the following steps to create a service object relation for a service order:

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

  2. In the Service orders list, select an existing service order, or create a new service order.

  3. In the Service orders form, on the Action Pane, on the Service order tab, in the Relations group, click Service objects.

  4. In the Service objects form, click New, and then select a service object for this service order.

  5. To assign a template BOM to the service agreement, click Functions, and then select Attach template BOM. In the Select template BOM form, in the Template BOM field, select a template. For more information about template BOMs, see About template BOMs.


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

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