Service agreements (form)

Article
04/18/2014

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 agreements > Service agreements.

You can use this form to create and maintain service agreements.

Tasks that use this form

Create service agreements

Create service-agreement lines manually

Create service task relations

Create service orders automatically

Navigating the form

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

Service agreement

Action button	Description
Service agreement	Create a new service agreement by entering the settings manually.
Agreement wizard	Start a wizard that will help guide you through the process to set up a service agreement.
Header details	View header and header-related information on FastTabs.
Combined view	View the header and line information together. You can expand the lines and line details tabs to see more information about lines.
Template lines	Copy template lines from a template to the agreement.
Agreement lines	Copy agreement lines from a previously created agreement.
Hours	Set up cost prices for hour transactions. The cost price is applied on hour transaction lines that are created for the current service agreement.
Expense	Set up cost prices for expense transactions. The cost price is applied on expense transaction lines that are created for the current service agreement.
Fees	Set up sales prices for fee transactions. The sales price is applied on fee transaction lines that are created for the current service agreement.
Service objects	Create service object relations for the agreement. You can then specify these service objects on the attached service agreement lines.
Service tasks	Create service task relations for the agreement. You can then specify these service tasks on the attached service agreement lines.
Send agreement	Send the service agreement using the application integration framework (AIF). An enhanced integration port is required for this feature. For information about how to configure the enhanced integration port, see Managing integration ports.

Deliver

This tab is displayed only in the line view of the form.

Action button	Description
Planned service orders	Create service orders for the service agreement in the specified period.
Post	Post service orders that are attached to the selected agreement.
View	View and modify service orders that are attached to the current service agreement.
Cancel	Cancel service orders that are attached to the selected service agreement.
Delete	Delete service orders that are attached to the selected service agreement.

General

This tab is displayed only in the line view of the form.

Field	Description
Description	Enter a short description of the service agreement.
Service agreement	The identifier of the service agreement.
Project ID	Select the project that the service agreement is attached to. For more information, see Project attached to service agreement.
Project name	The name of the project that is attached to the service agreement.
Customer account	The customer account referenced in the project attached to the service agreement.
Name	The name of the customer account which is referenced in the project attached to the service agreement.
Contact	External contact person attached to the service agreement. Contact persons are listed in the Contact details form.
Service agreement group	The service agreement group for the service agreement. If you have defined a default service agreement group in Service agreement group in Service management parameters, this group will be suggested. For more information, see About service agreement groups.
Combine service orders	Category by which to group automatically created service order lines. For more information, see Combine service orders.
Service level agreement	Select a service level agreement if you want to assign time limits for completing a manually created service order to this service agreement.
Default line activity type	Specify the type of service activity that will be assigned to service order lines automatically when they are created.
Suspended	Select the check box to suspend a service agreement.
Start date	Shows the start date for the service agreement. This date defaults from the start date for the service agreement's project. However, you can enter a new date.When you create lines for the service agreement, today’s date is used as the default. Service orders cannot be created for any period that is before this date.ExampleA service agreement and the lines have a start date of January 1, 2011. You create service orders for the period from December 1 2010 to January 31, 2011. In this case, service orders are only created for the period from January 1, 2011 to January 31, 2011.
End date	Enter the end date for the service agreement. This field is optional. For more information, see End date.
Service template group	Enter a template group if you want to create the selected service agreement as a template. For more information, see Create service template group.
Preferred technician	Select the worker who is to be considered first when a technician is assigned.
Service responsible	The worker who is responsible for the service agreement.

Lines

This tab is displayed only in the line view of the form.

Button	Description
On-hand inventory	View the on-hand inventory for the various inventory dimensions. This option is only available for item transaction lines.
Dimensions display	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
Create service orders	Create service orders for the selected agreement line.
Post service orders	Post service orders that are attached to the selected agreement line in the specified period.

Field	Description
Transaction type	Transaction type for service agreement line.
Worker	The worker to perform the service transaction.
Category	Select a category for the service agreement line. The categories available to you are limited by the transaction type you have selected for this agreement line.
Description	Description of the transaction. The name entered for the category is shown in this field.
Service object relation	Select a service object relation to attach to the service agreement line if it is needed. Note You must create the service object relation before you can attach it. For more information, see About service object relations.
Service object	The name of the service object associated with the selected service object relation.
Service task	Select a service task to attach to the service agreement line. Before you do this, create a service task relation. For more information, see Create service task relations.
Service interval	Specify identification of service interval. For more information, see About service intervals.
Start date	Enter a start date for the agreement line. The date defaults from the start date on the service agreement.
End date	Enter an end date for the agreement line.
Stopped	Select to stop a service agreement line.
Item setup	When you create service orders, item lines are generated in two different ways depending on the selection in this field. To generate lines of the type item in the Service orders form, select Item journal. To generate item requirement lines in the Item requirements form, select Item requirement.
Item number	Enter the item number of the item.

Line details

This tab is displayed only in the line view of the form.

Tab	Field	Description
Line details	Service agreement	Shows the service agreement to which the service agreement line is attached.
	Transaction type	Transaction type for service agreement line.
	Line number	Shows the service agreement line number.
	Description	Description of the transaction.
	Text	Enter an extended free text description for the service agreement line of up to 1,000 characters.
	Service object relation	Select a service object relation to attach to the service agreement line if it is needed. Note You must create the service object relation before you can attach it. For more information, see About service object relations.
	Service object	The name of the service object associated with the selected service object relation.
	Service task	Select a service task to attach to the service agreement line. Before you do this, create a service task relation. For more information, see Create service task relations.
Project	Project ID	The project to which the service agreement is attached. For more information, see Project attached to service agreement.
	Worker	The worker to perform the service transaction.
	Category	Select a category for the service agreement line. The categories available to you are limited by the transaction type you have selected for this agreement line.
	Line property	Shows the line property which is inherited from the attached project. The field is editable.
	Description	Description of the transaction.
Time	Service interval	Specify identification of service interval. For more information, see About service intervals.
	Time window	Specify a time window for the agreement line. For more information, see About time windows.
	Start date	Enter a start date for the agreement line. The date defaults from the start date on the service agreement.
	End date	Enter an end date for the agreement line.
	Stopped	Select to stop a service agreement line.
Prices	Quantity	Quantity of hours, expenses, or items that are included in the transaction.
	Cost price	The cost price per hour, expense, or item that is included in the transaction. The cost price of hours and expenses depends on the start date of the agreement line so that a price setup that is not valid until a later date than the start date of the agreement line is disregarded.
	Cost amount	Cost of the total quantity of the transaction.
	Sales currency	View the currency in which the project is invoiced. The currency is inherited from the customer attached to the service agreement.
	Sales price	Sales price per unit calculated in the current sales currency. The sales price of hours, expenses, and fees depends on the start date of the agreement line. Therefore, a price setup that is not valid until a later date than the start date of the agreement line is disregarded.
	Sales tax group	Type or select a sales tax group code that is generated in the Sales tax groups form.
	Item sales tax group	Type or select an item sales tax group code generated in the Item sales tax groups form.
	Financial dimensions field group	Specify one or more dimensions for the service agreement line.
	Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

Service agreements (form)

Tasks that use this form

Navigating the form

Service agreement

Deliver

General

Lines

Line details

See also

Additional resources