Copy service templates lines
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
Template information can be copied to either a service agreement or a service order.
Copy service template lines into a service agreement
Click Service management > Common > Service agreements > Service agreements.
Double-click a service agreement to open the Service agreements form.
Click Template lines to open the Copy service template lines form.
On the Tree control tab, expand the tree, find the template that contains the lines that you want to copy to the service agreement, and then select the service template.
On the Lines tab, select the Select check box for the service template lines that you want to copy.
Click OK.
Close the forms to save your changes.
The service template lines are now copied to the service agreement, together with the attached service object and service task relations.
Copy service template lines into a service order
Click Service management > Common > Service orders > Service orders.
Double-click a service order to open the Service orders form.
Click Copy > Copy template lines to open the Copy service template lines form.
On the Tree control tab, expand the tree, find the template that contains the lines that you want to copy to the service order, and then select the service template.
On the Lines tab, select the Select check box for the service template lines that you want to copy.
Click OK.
Close the forms to save your changes.
The service template lines are now copied to the new service order, together with the attached service object and service task relations.