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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Complete the following fields, as necessary.
   • Technician ID
     Unassigned is a default technician ID and cannot be deleted.
   • Inactive
     Mark this check box to inactivate the technician. Inactive technicians cannot be assigned to new service calls and will not appear on most lookup lists. They only display in Technician Setup and the Source Technician lookup in Technician Mass Reassignment (Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment). You can reactivate a technician at any time.
   • Employee ID or Vendor ID
     Link the technician to either an employee ID or a vendor ID. Select the appropriate radio button and enter the corresponding ID. If you have not yet set up the employee or vendor in Microsoft Dynamics GP, you can zoom on the Employee ID or Vendor ID field to do so.
   • MobileTech Password
     If you are a registered user of the MobileTech module, you can monitor two types of field technicians: those who use MobileTech communication and those who do not. Register each MobileTech technician by inserting a password - or leaving the password empty - and marking the MobileTech User check box.
   • Primary Skill Level
     When creating appointments, the system checks the technician's primary skill level against the skill level required to perform the task. You are still able to schedule the appointment if the skill levels do not match.
   • Technician Team
     Used with Schedule.
   • Extended Hours
     If you are using the Advanced Scheduling modules, enter the amount of time a technician can work beyond each daily shift. For example, if a technician is assigned to a 7 a.m. – 3 p.m. shift (8 hours) and has two hours of extended time, you can assign the technician to service call appointments for a total of 10 hours. The extended hours can occur at the beginning and/or end of the technician's shift. If an appointment's estimated time exceeds the technician's extended hours, you will receive a message. You can password protect scheduling a technician past the extended hours.
   • Refrigerant Certification #
     Enter the certification number required to work on refrigeration systems, as specified under Section 608 of the Clean Air Act.
   • Branch Name
     If you are using global filtering, enter branch information. The Affiliate, Region, and Branch fields fill in based on the branch name selected; these fields are not editable.  For information on assigning multiple branches, see Assigning technicians to multiple branches.
3. Additional setup options available via buttons in this window:
   • Skill Set - see Assigning skill sets to technicians.
   • Labor Plan - see Assigning labor plans to technicians.
   • Shifts - see Assigning shifts to technicians.
   • Activities - see Viewing technician activities.
   • Service Areas - see Assigning service areas to technicians.
   • Inventory Sites - This is used with MobileTech. This determines what inventory sites will be synchronized to the technician's device.  Typically each technician is assigned to a site that equates to their truck. 
4. Choose Save.

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Skill Set button in the Technician Setup window.
3. Enter a Skill Set ID, then complete the following fields as necessary:
   • System
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and 4.
   • Major
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and 4.
   • Certification Agency, Date Last Certified, Date Certification Expires, and License Number
     Mark the Certified check box if the technician is certified, and use these fields to describe the certification.
4. Choose Save to return to the Technician Setup window.

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Shifts button.
3. Use the lookup in the Shift ID field to choose an existing shift, then fill in the following fields on the line:
   • Start Date and End Date
     Enter a Start Date and End Date to specify when the technician will be working the shift. Start and end dates are required for all non-default shifts. When service call appointments are assigned, the system uses these dates to determine which shift the technician is working.
   • DefaultIt is required that you specify a default shift by marking the Default check box next to the shift most commonly used by the technician. The default shift has no start date, and the end date defaults to 12/31/9999 and cannot be changed. The system automatically uses the default shift unless an appointment date falls within the start and end dates of another shift.

4. Edit shifts if necessary. To edit a line in the scrolling window, you must delete the line and then re-enter it. To delete a shift, select the line in the scrolling window and choose Remove Shift. If the technician has been assigned to service appointments that no longer fall within the remaining shift(s), the Technician Shift Exception report prints, showing those service calls and appointments. You can either adjust the shifts and appointments, or you can assign the service appointments to a different technician. 

   Note
   You can also print the Technician Shift Exception report by choosing the printer button in the Technician Shift Setup window.

   
   

5. Choose OK to return to the Technician Setup window.
6. Choose Save.

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
2. 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.
3. Choose Save.

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