Page Comparison

...

1. Select Microsoft Dynamics GP > Tools > Utilities > Equipment > New Equipment Entry.
2. Complete the fields for creating a new equipment entry in Equipment Management, then select Create. When prompted if you are sure you want to create the equipment record, select Create.
3. A second message appears, asking if you want to create the equipment record in Service Management as well. Select Create. When the Equipment Management record in is generated, you are brought to the Service tab of the Equipment Manager window.
4. Enter the service Customer and Location, then create a New Link to Service Management. A new equipment record is created in Service Management as well when you save the record.
5. Complete additional details on the Equipment Management and Service Management equipment records, as necessary.

...

Step 1:  Set up the automatic equipment add feature

When you sell an inventory item that has an equipment type assigned to it, the Service Management equipment record is created when that item is sold.
Refer to the Service Management user manual for more information on the criteria required to automatically add equipment through Sales Order Processing.

Step 2: Mark the option to create the link to EMS

For each equipment type, you can specify whether you also wish to create an Equipment Management equipment record when an inventory item of that equipment type is sold.

...

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
2. Select an Equipment Type. To create the equipment record in Equipment Management when selling an inventory item in this type, the Manufacturer ID and Equipment Model Number fields cannot be blank.
3. Mark the Create Link to Equipment Series checkbox.
4. Select Save.

Step 3: Complete the sales orde

1. Select Transactions > Sales > Sales Transaction Entry.
2. Complete the Sales Transaction Entry window as you would when selling equipment inventory. The inventory item you select must have an item type of Sales Inventory and an assigned equipment type.
3. When you are ready, save the transaction.
4. Post the batch to create the equipment record in Service Management, either at the Ship to Address, or, if specified, at the service call or job location. A corresponding equipment record is also created in Equipment Management with the Signature Service Management information filled on the Service tab. Additional equipment details can be added to both the Equipment Management and Service Management records after the sale.

...