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: Lookup fields are case-sensitive.

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.

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 options. These fields appear in the Maintenance Contract window.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 1.
2. Enter the lookup data.
3. Choose Save.
4. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 2.
5. Enter the lookup data.
6. Choose Save.