Product documentation
Service Management Tasks

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.