Copy service template lines (form) [AX 2012]

Updated: October 18, 2012

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

Click Service management > Common > Service orders > Service orders. On the Action Pane, on the Dispatch tab, click Copy template lines.

–or–

Click Service management > Common > Service agreements > Service agreements. On the Action Pane, on the Service agreement tab, in the Copy group, click Template lines.

Use this form to copy lines from a service template to a service order or service agreement.

NoteNote

If a service object or task relation exists on one or more service template lines, the relation is copied along with the task or object to the service order or service agreement.

Service agreement lines that are set to Stopped in the Service agreements form are not included in the list of available service template lines in the Copy service template lines form, and they cannot be copied to the selected service agreement or service order.

The following tables provide descriptions for the controls in this form.

Tab

Description

Tree control

Expand the tree view structure to see an overview of existing templates and template groups.

Select individual templates to display the lines for these templates on the Lines tab.

Tab

Description

Lines

Select the template lines that you want to copy to the selected service agreement or service order.

Tab

Description

Select all

Select all template lines to be copied to the current service agreement or service order.

Clear all

Clear the selection of all template lines.

Field

Description

Select

Select this check box to include the template line when you copy lines to the current service agreement or service order.

Transaction type

The transaction type of the template line.

Category

The transaction category of the template line.

Description

The description of the transaction.

Service object

The service object that is attached to the current service template line.

Service task

The service task that is attached to the current service template line.

Start date

The start date of the service agreement.

End date

The end date of the service agreement.

Item number

The item number that is associated with the service template line.


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

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