About service intervals [AX 2012]

Updated: November 25, 2010

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

The service-agreement interval indicates the frequency with which service-order lines are created for service-agreement lines when you create service orders automatically.

When you create service orders automatically, service-order lines are created according to the interval that you have specified for the service-agreement line from the start date of the agreement line.

NoteNote

If the Interval field of a service-agreement line in the Service agreements form is blank, the line is a one-time event, and it is not used to create service orders repeatedly.

This example illustrates how a service interval will affect service-agreement lines and service-order lines on a service order.

First, you create a service agreement and set the Combine service orders option to By service agreement.

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

  2. On the Action Pane, on the Service agreement tab, in the New group, click Service agreement to create a new service agreement.

  3. On the General FastTab, enter a description, select a project in the Project ID field, and enter a date in the Start date field.

  4. In the Combine service orders field, select By service agreement.

You have now created the following service agreement:

Project

Start date

Your project

The date you specified for the project. In this example, the current date is used.

Next, you create a service-agreement line that has the transaction type Hour.

ImportantImportant

To complete this part of the example, you must create a service interval of 10 days in the Service intervals form. For information about setting up the service interval, see Set up service intervals.

  1. Select the service agreement that you just created. On the Lines FastTab, click the Add button to create a new line in the lower pane of the Service agreements form.

  2. In the Transaction type field, select Hour.

  3. In the Worker field, select the worker who will deliver the service.

  4. In the Service interval field, select the 10 days interval.

You have now created a service-agreement line with the following information:

Transaction type

Start date

Service interval

Hour

The current date.

Every 10 days

Worker

The worker who will perform the service.

NoteNote

There is no time window specified for the line. For more information about time windows, see About time windows.

You can now create planned service orders and service-order lines for the coming month.

  1. In the Service agreements form, on the Action Pane, on the Deliver tab, click Planned service orders.

  2. In the Create service orders form, enter the current date in the From date field and a date that is one month from the current date in the To date field.

  3. Select the Hour check box.

  4. Click OK.

Because there is no grouping on the service order (defined by the By service agreement option in the Combine service orders field), one service-order line is created per service order.

Three service-order lines have been created within the time frame that you specified in the Create service orders dialog box. You can view the service-order lines in the Service agreements form (Action Pane > Deliver tab > View button).


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

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