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Create service orders manually

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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

You can create service orders manually by using a service agreement or by using the Service orders form. You can also create a service order from a project.

Tip

You can use automated processes to create service orders. For more information, see Create service orders automatically

Create a service order manually from a service agreement

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

  2. Select a service agreement or create a new service agreement.

  3. Click the Deliver tab and in the Create group click Planned service orders to open the Create service orders form.

  4. See Create service orders (class form) for more information about how to create a service order.

Create a service order manually in the Service orders form

  1. Click Service management > Common > Service orders > Service orders.

  2. Press Ctrl+N to create a new service order.

  3. Create service order lines for the service order.

Note

If the Allow without service agreement check box in the Service management parameters form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

Create a service order from a project

  1. Click Project management and accounting > Common > Projects > All projects.

  2. In the Projects form, on the Action pane, click the Manage tab > click Service > Service orders.

  3. Follow the previous procedure to create a service order manually in the Service orders form. The Project ID field displays the project reference.

Note

If the Allow without service agreement check box in the Service management parameters form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

Create a service order from the Sales order form

You can create a service order from the Sales orders form by using the Create a new service order based on the sales order wizard.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Open the relevant sales order.

  3. On the Sales order tab, click Service order to start the Create a new service order based on the sales order wizard.

  4. Click Next >, and then complete the following steps on the Select agreement for service order page:

    • Use the Service agreement field to select the service agreement with which the new service order should be associated.

    • Optional: Use the Project ID field to associate this service order with a particular project.

  5. Click Next >, and then complete the following steps on the Create service order page:

    • Enter a date and time for the service call to begin in the Preferred service time field.

    • Optional: Modify the text in the Description field. By default, this field contains the description of the service agreement that you selected on the previous page.

    • In the Responsible field, select the ID of the employee who is responsible for the agreement, and if you know what it is, enter the ID of the customer's preferred technician for the service call.

    • In the Contact ID field, select the person in the customer's company who should be contacted regarding this service order.

  6. Click Next >, and then click Finish.

See also

About service orders

About automatically creating service orders