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servicemanagement_setting_up_mai_7466
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Lookup windows contain data lists. They provide a way to organize, validate, and speed up information entry. A looking glass button in a field indicates that a lookup window is available. Note:

Note

Lookup fields are case-sensitive.

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Setting up tool kits

The Task Codes window contains the Tool Kit Required field. You can use this field to designate the tool kit necessary to perform a maintenance task.

  1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
  2. Enter a tool kit name and a description.
  3. Choose Save.

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Setting up maintenance user-defined field lookup windows

If you chose to validate the maintenance user-defined fields during setup, you can enter data for the lookup windows. See Choosing service optionsService Options. These fields appear in the Maintenance Contract window.

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