Product documentation
In This Topic
    Service Management Tasks
    In This Topic

    A Service Task in the AX%%.
    Only the editable fields will be explained.

    General
    Orderline
    Sales category Determines which sales category, can be changed via the dropdown.
    Text Free text field
    External References
    External Field for external references for the selected item.
    Line number Line number
    Setup
    Sales Tax
    Item sales tax group Item sales tax group, choose from dropdown
    Sales tax group Sales tax group
    Commission
    Sales group Salesgroup, choose from dropdown
    Invoicing
    Demension account
    Address
    Name Name of customer 
    Delivery address Deliver address of the item.
    Product
    Storage Dimensions
    Site/ Warehouse Site and warehouse of the item.
    Pallet ID Pallet ID of the item.
    BOM/ Route
    Sub-BOM
    Subroute
    Packing
    Barcode Barcode of item
    Barcode setup Barcode set up, i.e. EAN13
    Packing unit Packing unit, i.e. box, pcs.
    Delivery
    Delivery date
    Requested ship date Requested ship date 
    Requested receipt date Requested receipt date
    Confimed ship date Confimed ship date, with button beside it is possible to simulate the available ship and receipt dates.
    Delivery date control How to control the delivery date, choose via dropdown.
    Misc. Delivery info
    Overdelivery Quantity of over delivery
    Underdelivery Quantity of under delivery
    Mode of delivery Delivery mode, choose via dropdown
    Delivery type Delivery type, choose via dropdown.
    Shipping location time zone Time zone of the shipping location (Site/ Warehouse)
    Price and discount
    Discount Amount of discount
    Discount Percentage Discount percentage
    Multiline discount Amount multiline discount
    Multiline discount percentage Multiline discount percentage
    Prices
    Price unit Price unit
    Sales Charges Sales charges
    Exclude from rebate If ticked, item will be exclude from rebates.
    Project Only for information purposes
    Foreign trade Only for information purposes
    Financial dimensions Only for information purposes

    Tab Line Details - Operations

    In the line details - operations the technician can see the details of the defined operation(s) and can register the values of the operation.

    Field Description
    Values
    Minimum Minumum value of the operation
    Maximum Maximum value of the operation
    Return value Value of the operation, entered by the technician.
    Unit Unit of the value
    Component path Component of the object on which the operation is applicable.

    Tab Line Details - Costs

    Editable fields via dropdown are Sales tax group, Cancelled warranty claims, Claim date and item sales tax group. Warranty fields are for information purposes and not editable in this form. When selecting Costs, also the tab Mobile Field Service appears. In this tab a technician can upload i.e. a reciept of the costs.

    Tab Line Details - Travel

    In the line details for travel it is possible to edit the cos price and sales price. The warranty fields for travel are for information purposes.

    Tab Line details - Revenue

    Editable fields are Quantity, Registered, Discount percentage and cash discount amount. Other fields in this form are for information purposes.