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How to: Create Service Items

When you receive an unregistered item for servicing, you can register it as a service item.

To create a service item

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

  2. On the Home tab, in the New group, choose New to create a new service item.

  3. In the No. field, enter a number for the service item.

    Alternatively, if you have set up number series for service items in the Service Mgt. Setup window, you can press Enter to select the next available service item number.

  4. In the Warranty Starting Date (Parts) field, you can enter the starting date of the spare parts warranty for this service item. The warranty-related fields are filled in with the default warranty information specified in the Service Mgt. Setup window. You can change the default warranty information.

  5. Fill in the rest of the fields on the General FastTab.

  6. On the Customer FastTab, in the Customer No. field, select the appropriate customer.

  7. Fill in the fields on the Shipping, Vendor, and Detail FastTabs.

Repeat these steps for each service item you want to create.

See Also

Tasks

How to: Create Service Items When Shipping Items
How to: Register Service Item Comments
How to: Set Up Service Item Components
How to: Assign Skill Codes to Items and Service Items
How to: Assign Troubleshooting Guidelines to Service Items
How to: Set Up Service Item Groups
How to: Create Service Items in Service Orders