How to: Create Service Orders from Contracts

You can automatically create service orders for the maintenance of service items based on service contracts.

To create a service order from a contract

  1. In the Search box, enter Create Contract Service Orders, and then choose the related link.

  2. On the Service Contract Header FastTab, set the filters you want to apply.

  3. On the Options FastTab, fill in the Starting Date and Ending Date fields with the starting date and ending date for the period that you want to create contract service orders for. The batch job creates service orders that include service items in service contracts with next planned service dates within this period.

    Note

    There is a limit to the number of days you can use as the date range each time you use this batch job. You set this limit in the Contract Serv. Ord. Max. Days field in the Service Mgt. Setup window.

  4. In the Action field, choose Create Service Order.

  5. Choose the OK button to create the service orders.

See Also

Tasks

How to: Create Service Orders
How to: Create Service Contracts and Service Contract Quotes