Configuring Service Reason Codes

If you mark any of the Service Order Stages to as having a Reason then you will also need to add a set of reason codes Dynamics AX for the Service Stages to reference.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

How to do it…

To create your own Service Reason Codes, follow these steps:

1. From the Service management area page, select the Service reason codes menu item from within the Service orders folder of the Setup group.
2. When the Service reason code maintenance form is displayed, click on the New button in the menu bar to create the initial stage.
3. Give your stage a Service reason code, and a Description.
   
4. Continue adding additional reason codes, and when you are finished, click on the Close button to exit the form.