When you ship items by posting either sales orders or sales invoices in the Sales & Receivables application area, the program automatically registers the shipped items as service items if the following condition is met. The items must belong to a service item group with a check mark in the Create Service Item field. If the items have serial numbers registered in the Item Tracking Lines window, the program will automatically copy this information to the Serial No. field on the service item card when creating service items.
The following procedure shows how to create service items when you ship items on sales orders.
Open the Sales Order window.
Browse to the relevant sales order.
Click Posting, Post or Post and Print.
In the window that appears, select Ship or Ship and Invoice, and then click OK.
The program automatically creates service items for the items on the order that belong to a service item group that you have set up to create service items. If you registered specific serial numbers in the Item Tracking Lines window, they will be assigned to these service items correspondingly.
If an item is a BOM and you have exploded the BOM, the program treats the exploded BOM items as normal items. It creates service items based on the service items group condition and, optionally, the serial numbers condition. Furthermore, if the program creates a service item for an exploded BOM item that is made up of other BOM components, the program creates these items as service item components for the exploded BOM service item.
If an item is a BOM and you have not exploded the BOM, the program creates a service item for it based on the service item group condition and, optionally, the serial numbers condition.
Creating Service Items
Setting Up Service Item Groups
Setting Up Service Item Components