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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 up the automatic equipment add feature

Automatically adding equipment in Service Management requires that you:

Step 1: Activate the equipment auto numbering feature

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

Step 2: Set up the item 

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

1. Choose Cards > Inventory > Item.
2. Choose the item number and make sure Sales Inventory is entered in the Item Type field.
3. Choose the Options button.
4. Use the lookup button in the Equipment Type field to assign a type to the piece of equipment.
5. Choose OK.
6. Choose Save.

Using the automatic equipment add feature

There are two ways to use SOP to automatically add equipment records to Service Management.

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