Combine service orders

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

When you create service order lines automatically in the Service agreements form, you can choose one of the following options to specify how you want to group them:

  • By service agreement

  • By service task

  • By employee

  • By service object

Example

You create a service agreement that has a start date on 03-31-2007. In the Combine service orders field, you specify By service object. You then create the following service agreement lines:

Agreement line number

Transaction type

Description

Interval

Service object

Start date

1

Hour

SAL1

Weekly

X-1

04-01-2007

2

Hour

SAL2

Biweekly

X-2

04-01-2007

3

Hour

SAL3

Weekly

X-2

04-01-2007

You do not specify time windows for any of the service agreement lines. Therefore, the service order lines will not move from the calculated day on which they fall.

Next, you generate service order lines from the Create service orders form from 04-01-2007 until 04-30-2007.

In total, 10 service orders are created. Because the combined setting that you selected was By service object, all service orders that are created have only service order lines with one specific service object. Service order lines that are generated from the service agreement and have the same service date and object are combined on the same service order.

Note

In this example, the calendar that is specified in the Service management parameters form has no closed days.

Additional grouping of service order lines into service orders occurs according to any time window that you specify on the service agreement lines.

See also

Create service-agreement lines manually

Create service orders automatically

About automatically creating service orders

About time windows