Set Up Codes for Standard Services

When you perform typical service, you often have to create service documents that use service lines that contain similar information. To make it easy to create these lines, you can set up standard service codes that have a predefined set of service lines. When you choose the code on a service document, the lines are entered automatically. You can set up any number of standard service codes, and each code can have an unlimited number of service lines of different types, including item, resource, cost, or standrd text linked to it. You create service lines of each standard serice code on the Standard Service Code card. You then assign standard service codes to service item groups on the Standard Serv. Item Gr. Codes page. Later, when you create a service document, you can use the Get Standard Service Codes action to add service lines.

TIP

You can use the same concept to create lines on sales and purchase documents. For more information, see How to: Create Recurring Sales and Purchase Lines.

To set up a standard service code

  1. Choose the Search for Page or Report icon, enter Standard Service Codes, and then choose the related link.
  2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  3. Fill in the service lines linked to this service code.

To assign a standard service code to a service item group

  1. Choose the Search for Page or Report icon, enter Service item Groups, and then choose the related link.
  2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  3. Fill in the service lines linked to this service code.

See Also

Service Management


© 2017 Microsoft. All rights reserved.