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- Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
- Complete the following fields, as necessary.
- Equipment Type: Create a name for the equipment type.
- Equipment Model Number, Manufacturer ID: You may want to set up equipment types based on the model or manufacturer; if not, these fields are not required.
- System, Major, Sub 1 - Sub 4: These fields are used when assigning maintenance tasks to pieces of equipment. Complete these fields if all pieces of equipment belonging to this type share the same components. This information is for reference and sorting only and does not affect the individual tasks making up the task list. See About system, major, sub 1, 2, 3, and 4.
- Task List ID: Assign task codes and task lists to be performed on this equipment type. Whenever the equipment type is assigned to a piece of equipment covered by a maintenance contract, the maintenance tasks and task lists go with the equipment record.You can change which tasks are assigned to the equipment type by zooming on the Task List ID field. If tasks change on the master equipment type, however, these changes do not affect equipment types already assigned to a maintenance contract. Similarly, task changes made to equipment at the maintenance contract level are not reflected in the master equipment record.
- Warranty Days, Extended Warranty Days, Extended Warranty Type: Complete the warranty information fields if applicable.
- User-defined: You may have labeled these fields during setup. See Labeling user-defined fields. If you chose to validate the first and second user-defined fields in the Location window during setup, lookup windows will be attached to the fields and users will be prompted before adding to the lookup data. See Choosing service options.
- Choose Save.
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