Creating Records Through New Equipment Entry

When you use the New Equipment Entry utility to create an equipment record in Equipment Management, you are now prompted to create a new equipment record and link to that record in Service Management.

1. Choose Microsoft Dynamics GP > Tools > Utilities > Equipment > New Equipment Entry.
2. Complete the fields for creating a new equipment entry in Equipment Management, then choose Create. When prompted if you are sure you want to create the equipment record, choose Create.
3. A second message appears, asking if you want to create the equipment record in Service Management as well. Choose Create. When the Equipment Management record in 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.