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.

Tip

See Also