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• Service Management and Microsoft Dynamics GP SOP must be registered.
• Customer and location records must exist in Service Management before equipment can be added to them.
• The equipment auto numbering feature must be activated in Service Management.
• The item must have an item type of Sales Inventory and must have an assigned equipment type.
• If you are using Job Cost, the job location must exist in Service Management before equipment can be automatically added to the job location.

Setting

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Up the Automatic Equipment Add Feature

Automatically adding equipment in Service Management requires that you:

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1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options.
2. Select the Auto Number button.
3. Enter a starting number in the Equipment field.
4. Select Save.

Step 2: Set

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Up the Item 

The item must have an item type of Sales Inventory and must have an assigned equipment type.

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