Service task relations (form) [AX 2012]

Updated: November 29, 2010

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. Select a service order, and on the Action Pane click the Service tasks button.

-or-

Click Service management > Common > Service agreements > Service agreements. Select a service agreement, and on the Action Pane click the Service tasks button.

Use this form to create service task relations by attaching one or more service tasks to the selected service agreement or service order.

After you create a service task relation, you can attach a reference to the service task on the service agreement or service order lines.

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

Tab

Description

Overview tab

Select the service task to attach to the service order or service agreement.

General tab

The service object identifier, a description of the selected relation, and the service agreement or service order for which the relation was created.

Description

Type internal and external notes for the selected service task relation. These notes are printed on both internal and external documentation about the service task.

Field

Description

Service task

Select the service task to attach to the service order or service agreement.

Description

The service task description. The description is inserted automatically when you select a service task.

Relation table

The relation table type.

Internal note

Type an internal description of the service task. This description is not printed on any externally communicated documents.

NoteNote

If you modify the internal note from a service order, a new service task relation is created automatically. The new service task relation is visible only from that service order. The original service task relation on the service agreement is not changed.

External note

Type an external description of the service task. This description is printed on both internal and external documentation about the service task.

NoteNote

If you modify the external note from a service order, a new service task relation is created automatically. The new service task relation is visible only from that service order. The original service task relation on the service agreement is not changed.


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

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