How to: Create Service Items in Service Orders

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When you receive items for service that you want to register as service items, you can create them as service items in the Service Order or Service Quote windows.

To create service items within a service order

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

  2. Open the service order that you want to create service items for.

  3. Enter a new service item line.

  4. Fill in the Serial No. field.

  5. Confirm the subsequent message.

  6. Fill in the Description field.

  7. Choose ActionsAction Menu icon, choose Functions, and then choose Create Service Item, and confirm the subsequent message.

A number is assigned to the service item and a service item card is created. The Service Item No. field is filled in with the number of the new service item.

See Also

Tasks

How to: Create Service Items
How to: Create Service Items When Shipping Items
How to: Register Service Item Lines