Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
  2. Enter a Tool Kit and Description.
  3. Select the Tool Units button to open the Tool Unit Setup window. 

    NoteIf

     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.

  4. 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.

  5. If you are using global filtering, enter the Branch the tool is assigned to.
  6. Enter additional information in the Note scrolling window, if necessary.
  7. Select Save.

...