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Tool Units
A tool kit is a general type of tool. A tool unit is the individual tool within the tool kit. You must set up your tool units before they can be scheduled.
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
- Enter a Tool Kit and Description.
Select the Tool Units button to open the Tool Unit Setup window.
Note If you enter the Tool Unit Setup window before selecting a tool kit, use the lookup window in the Tool Kit field to select one.
Enter the Tool Unit and complete the additional fields. Mark the checkbox if the tool is Out of service. If you mark the checkbox, the tool is not available for scheduling from that day forward, but any existing appointments for the tool are not affected. You must manually reschedule any existing appointments.
Note You cannot enter new tool kits in the Tool Unit Setup window. New tool kits must be entered in the Tool Kit Setup window.
- If you are using global filtering, enter the Branch the tool is assigned to.
- Enter additional information in the Note scrolling window, if necessary.
- Select Save.
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Tool Kit to an
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Appointment
To schedule a tool, you add it to a service call appointment.
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