Use stage reason codes

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You use a reason code to indicate why a service level agreement (SLA) has been canceled, or why a service order has exceeded the time limit that is you define in the SLA.

You can also specify that a reason code is required when an SLA is canceled, or when the time limit exceeds the time that is specified in the SLA for the service order.

If you have specified that a reason code is required, you must enter a reason code in the following situations:

  • When a service order is moved to a stage that stops time recording against the SLA for the service order.

  • When the service order is signed off.

  • When time recording is manually stopped.

Set up reason codes

  1. Click Service management > Setup > Service orders > Stage reason codes.

  2. In the Stage reason codes form, click New to create a new reason code.

  3. In the Stage reason code field, enter a unique stage reason code.

  4. In the Description field, enter a description of the stage reason code.

  5. Close the form to save your changes.

Require reason codes when a service level agreement is canceled

  1. Click Service management > Setup > Service management parameters.

  2. In the Service management parameters form, click the General link, and then select the Reason code on canceling check box.

Require reason codes when the a service order exceeds the time limit that is set by the service level agreement

  1. Click Service management > Setup > Service management parameters.

  2. In the Service management parameters form, click the General link, and then select the Reason code on exceeding time check box.

See also

Start and stop time recording on a service order