Lookup windows contain a list of items entered when you set up or as you use Service Management. Lookup windows provide a way to organize, validate, and speed up information entry. A lookup button in a field indicates that a lookup window is available. Almost all the lookup window selections are user-definable, giving you flexibility to customize Service Management Series.
You can partially type an entry and choose CTRL - L in fields with an attached lookup window to locate information more quickly. For instance, if you enter "Sch" in the Location Name field in the Service Manager window and choose CTRL - L, the lookup window's data will start listing with the first occurrence of "Sch".

Refrigerant tracking lookup data

If you have the Refrigerant Management feature registered, you can set up pre-existing data for refrigerant types, leak locations, and refrigerant codes.

Setting up refrigerant types

Setting up refrigerant types allows users to select predefined refrigerant types from a lookup window when creating a refrigerant tracking record. The unit of measure will default based on the refrigerant type.

1. Choose Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Refrigerant Types.
2. Enter a Refrigerant Type, for example, Puron or Freon.
3. Enter the Unit of Measure that will be used to measure this type of refrigerant. This unit of measure will default on the Refrigerant Tracking window when this Refrigerant Type is selected. Once you enter a refrigerant type and unit of measure and tab off the field, the refrigerant type is saved.
4. The Active check box is marked by default, indicating that this is an active refrigerant type that you want to appear on the Refrigerant Type lookup window. Unmark this check box if you want to inactivate the refrigerant type and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the refrigerant types, as they will appear in the lookup window.
5. Choose OK when you are done.

Setting up leak locations and sublocations

Creating leak locations with sublocations allows the user to choose these values from a lookup window when creating a refrigerant tracking record.

1. Choose Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Leak Locations.
2. Select or enter a Leak Location, for example, Condenser or Evaporator. If you select an existing leak location, the scrolling window populates with sublocations. If this is a new leak location, the scrolling window is empty.
3. If you are adding a new leak location, choose Save. The leak location must be saved before you can enter a leak sublocation.
4. To create sublocations for the selected leak location, enter a Leak Sublocation, for example, Valve or Coil. The sublocation is saved when you tab off the field.
5. Mark the Active check box if this is an active sublocation that you want to appear on the Leak Sublocation lookup window. Unmark this check box if you want to inactivate the sublocation and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the sublocations, as they will appear in the lookup window.
6. Exit the window when you are done.

Setting up refrigerant codes

You can create codes to be used in the Fault Code, Action Code, Verification Method, Second Verification Method, and Circuit Number fields on the Refrigerant Tracking window.

1. Choose Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Refrigerant Codes.
2. Use the drop-down menu to select the type of Refrigerant Code you are creating. Choose whether you are setting up a Fault Code, Action Code, Verification Method, Second Verification Method, or Circuit Number.
3. In the scrolling window, enter the name of the code. For example, if you are creating lookup data for the Action Code field, you may enter action codes such as Replaced Part or Tightened Connection. The code is saved when you tab off the field.
4. The Active check box is marked by default, indicating that this is an active code that you want to appear on the code lookup window. Unmark this check box if you want to inactivate the code and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the codes, as they will appear in the lookup window.
5. Choose OK when you are done.

Setting up skill levels

The Skill Level field identifies a technician skill level required to perform a specific task.
Skill levels are used to ensure the proper technician is assigned to a service call. With MCC calls, Service Management automatically matches the technician at the location to that maintenance task based on the skill level assigned to the technician. With non-MCC calls, the system alerts the user if the task's skill level does not match the technician's skill level.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Skill Levels.
2. Enter a technician skill level and a description. An example of a skill level is SUP, with a corresponding description of Supervisor.
3. Choose Save.

See Assigning skill sets to technicians for information on assigning to technicians.

Setting up technician shifts

Shifts are used to determine when a technician is available for scheduling service work. You set up standard shifts and then assign them to technicians.
A technician must have an assigned shift for the system to schedule appointments for that technician.
Technician shifts are part of the Advanced Scheduling modules.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Shifts.
2. Zoom on the Shift ID field.
3. Enter a Shift ID and Description.
4. Enter the workable hours by double-clicking the day of the week in the lower half of the Shift Setup window. You can enter the Starting Time and Ending Time in the Shift Daily Setup window. The system figures a technician's availability based on the shift hours entered, service appointments, activity appointments, and the technician's extended hours. The system does not recognize when a shift extends for longer than one day. If a shift crosses midnight, you must set up two shifts. For example, if a shift starts at 11:00 p.m. and ends the next day at 7:00 a.m., you would have to set up a shift for 11:00 p.m. – 11:59 p.m. and a second shift from 12:01 a.m. – 7:00 a.m.

Setting up technician activity IDs

Activity IDs are non-service call related events such as vacation, meetings, or training.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Activities.
2. Enter the activity.
3. Choose Save.

See Viewing technician activities to view a technician's activities.
Activity IDs are assigned in the Appointment Wizard. See Creating activity appointments and job appointments for more information.

Setting up service areas

You may want your customer locations classified by geographical area.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Service Area.
2. Enter the Service Area with a description.
3. Do one of the following:
   • If you are not using the Advanced Scheduling modules, choose Save.
   • If you are using the Advanced Scheduling modules, complete the following steps.
4. Use the lookup in the Technician ID field to select an existing technician or enter a new technician ID. If you enter a new technician ID, the Technician Setup window opens. The technicians entered in the first and second line of the scrolling window defaults into the Primary and Secondary Technician fields, respectively, in the Location window when a service area is entered.
5. Choose Save. You can remove a technician by selecting the technician ID and choosing Remove. The numbers will resequence. You can change the sequence number of a technician by selecting the technician ID and choosing the Resequence button. Enter the new number in the Change Sequence Number window. If a technician's sequence number is changed so that the technician is now the first or second technician, therefore the primary or secondary technician, the change does not roll down to existing location records.

Setting up branches

If you are using global filtering, you must enter Branch information in the Branch Setup window.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Branches.
2. Enter branch name and branch information. You must enter a global filter, which consists of an Affiliate, Region, and Branch.
3. Choose Save.

Setting up technicians

Technicians must be set up before they can be assigned service work.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Complete the following fields, as necessary.
   • Technician ID
     Unassigned is a default technician ID and cannot be deleted.
   • Inactive
     Mark this check box to inactivate the technician. Inactive technicians cannot be assigned to new service calls and will not appear on most lookup lists. They only display in Technician Setup and the Source Technician lookup in Technician Mass Reassignment (Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment). You can reactivate a technician at any time.
   • Employee ID or Vendor ID
     Link the technician to either an employee ID or a vendor ID. Select the appropriate radio button and enter the corresponding ID. If you have not yet set up the employee or vendor in Microsoft Dynamics GP, you can zoom on the Employee ID or Vendor ID field to do so.
   • MobileTech Password
     If you are a registered user of the MobileTech module, you can monitor two types of field technicians: those who use MobileTech communication and those who do not. Register each MobileTech technician by inserting a password - or leaving the password empty - and marking the MobileTech User check box.
   • Primary Skill Level
     When creating appointments, the system checks the technician's primary skill level against the skill level required to perform the task. You are still able to schedule the appointment if the skill levels do not match.
   • Technician Team
     Used with Schedule.
   • Extended Hours
     If you are using the Advanced Scheduling modules, enter the amount of time a technician can work beyond each daily shift. For example, if a technician is assigned to a 7 a.m. – 3 p.m. shift (8 hours) and has two hours of extended time, you can assign the technician to service call appointments for a total of 10 hours. The extended hours can occur at the beginning and/or end of the technician's shift. If an appointment's estimated time exceeds the technician's extended hours, you will receive a message. You can password protect scheduling a technician past the extended hours.
   • Refrigerant Certification #
     Enter the certification number required to work on refrigeration systems, as specified under Section 608 of the Clean Air Act.
   • Branch Name
     If you are using global filtering, enter branch information. The Affiliate, Region, and Branch fields fill in based on the branch name selected; these fields are not editable.  For information on assigning multiple branches, see Assigning technicians to multiple branches.
3. Additional setup options available via buttons in this window:
   • Skill Set - see Assigning skill sets to technicians.
   • Labor Plan - see Assigning labor plans to technicians.
   • Shifts - see Assigning shifts to technicians.
   • Activities - see Viewing technician activities.
   • Service Areas - see Assigning service areas to technicians.
   • Inventory Sites - This is used with MobileTech. This determines what inventory sites will be synchronized to the technician's device.  Typically each technician is assigned to a site that equates to their truck. 
4. Choose Save.

Assigning skill sets to technicians

You can set up a detailed description of a technician's skills, which is useful when scheduling. The information can be viewed by zooming on the Technician ID field.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Skill Set button in the Technician Setup window.
3. Enter a Skill Set ID, then complete the following fields as necessary:
   • System
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and 4.
   • Major
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and 4.
   • Certification Agency, Date Last Certified, Date Certification Expires, and License Number
     Mark the Certified check box if the technician is certified, and use these fields to describe the certification.
4. Choose Save to return to the Technician Setup window.

For skill level setup information, see Setting up skill levels.

Assigning labor plans to technicians

You can forecast a technician's available monthly labor hours in the Technician Labor Plan window. This availability information is necessary when scheduling a technician throughout the year. In addition, this information is used with the Labor Loading module.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Labor Plan button in the Technician Setup window.
3. Enter a Year or choose one using the lookup window.
4. Enter the estimated time you want this technician to spend in each category for each month:
   • Burden Hours are non-billable hours.
   • Billable Hours are hours for non-maintenance contract-related service calls.
   • MCC Hours are hours for available computer-generated maintenance contracts.
   • MC Hours are maintenance contract-related hours.
5. Choose Save to return to the Technician Setup window.

Assigning shifts to technicians

Once shifts are set up, you can assign one or more shifts to a technician. You would use more than one shift if the technician's working schedule temporarily changes, for example, from days to nights. To be scheduled, the technician must be assigned to a shift.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Shifts button.
3. Use the lookup in the Shift ID field to choose an existing shift, then fill in the following fields on the line:
   • Start Date and End Date
     Enter a Start Date and End Date to specify when the technician will be working the shift. Start and end dates are required for all non-default shifts. When service call appointments are assigned, the system uses these dates to determine which shift the technician is working.
   • DefaultIt is required that you specify a default shift by marking the Default check box next to the shift most commonly used by the technician. The default shift has no start date, and the end date defaults to 12/31/9999 and cannot be changed. The system automatically uses the default shift unless an appointment date falls within the start and end dates of another shift.

4. Edit shifts if necessary. To edit a line in the scrolling window, you must delete the line and then re-enter it. To delete a shift, select the line in the scrolling window and choose Remove Shift. If the technician has been assigned to service appointments that no longer fall within the remaining shift(s), the Technician Shift Exception report prints, showing those service calls and appointments. You can either adjust the shifts and appointments, or you can assign the service appointments to a different technician. 

   You can also print the Technician Shift Exception report by choosing the printer button in the Technician Shift Setup window.

5. Choose OK to return to the Technician Setup window.
6. Choose Save.

For shift setup information, see Setting up technician shifts.

Viewing technician activities

An activity is time not available for service calls, such as meetings, training, or vacation.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Activities button in the Technician Setup window to open the Technician Activity Inquiry window.
3. Choose OK.

For activity ID setup information, see Setting up technician activity IDs.

Assigning service areas to technicians

Service areas define customer locations classified by geographical area. The technician entered in the first line is considered the primary technician. The technician entered in the second line is considered the secondary technician.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Service Area button.
3. The Service Area Setup window opens. See Setting up service areas for information about this window.

Assigning technicians to multiple branches

You can assign a technician to multiple branches. This is handy for technicians that work in more than one area, and for dispatchers who need to schedule that work. In addition, you can designate a home branch for technicians. This branch would be used to schedule PTO, training and other miscellaneous activities if using activity scheduling. If Global Filtering is enabled, and a user has access to only one branch, he/she can still access, for example, all appointments for a technician on the Technician Board. However, that user cannot zoom on that appointment if it is for a branch to which he/she does not have access.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a Technician.
3. In the Branch Name field, choose the expansion button. The Technician Branch Setup window opens.
4. Select a Branch Name. The affiliate and region fill automatically. To add all branches, affiliates, and/or regions, mark the appropriate check boxes. You can choose Add All for only one, or more. For example, if you select an affiliate, then mark the Add All check boxes for region and branch, the technician will be added to every branch and region for that affiliate.
5. Choose Add to add the branch(es).

For branch setup information, see Setting up branches.

Setting up technician teams

You can group technicians into teams in the Technician Team Setup window. For example, if your service work is grouped as residential and commercial, you could have a Residential and a Commercial technician team. Having technician teams is useful for reporting purposes as well as with Schedule.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Teams.
2. Enter the technician team name.
3. Choose Save.

Setting up divisions

You may have to manage multiple divisions in your company. A division could refer to a division, department, profit center, geo-center, or other designation. For example, you may operate a service division as well as an installation division. By specifying a division, all revenue and expenses originating in Service Management related to a specific service call are attributed to the GL accounts set up for the division. In the Service Call window, you must specify the division using the lookup window in the Division field.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Divisions.
2. Enter a Division name.
3. If you are using the Service Call Quote module, enter a Default Pricing Matrix.
4. Choose Save.

Copying division accounts

When you create a new division, you can copy the account setup from an existing division. This facilitates the account setup process.

1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Divisions
2. Use the lookup button in the Division field to choose an existing division.
3. Choose Copy to open the Copy Division window.
4. Enter the name of the new division and choose Copy. The new division is created and the maintenance and service invoice accounts are copied to the new division.

You can edit the accounts in the Invoice Accounts window and the Maintenance Accounts window.

Setting up customer user-defined lookup windows

The second and third user-defined fields in the Customer window have lookup windows. See Labeling user-defined fields.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Cust. Defined 1.
2. Enter the lookup data.
3. Choose Save.
4. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Cust. Defined 2.
5. Enter the lookup data.
6. Choose Save.

Setting up location user-defined lookup windows

If you chose to validate the location user-defined fields during setup, you can enter data for the lookup windows. See Choosing service options.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Location Defined 1.
2. Enter the lookup data.
3. Choose Save.
4. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Location Defined 2.
5. Enter the lookup data.
6. Choose Save.

Setting up postal codes

The Postal Codes menu item is enabled if you marked the option to Use Postal Code Assignment in the Service Options window. See Choosing service options.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Postal Codes.
2. Enter the postal or ZIP code number in the Postal Code field.
3. You can assign a branch using the lookup in the Branch field.
4. Enter the City, State, and Time Zone.
5. Choose Save.

Setting up contacts

If you are using the Contact Management module, you can enter lookup information to be used in the Contact Setup window.

To set up role types

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Role Types.
2. Enter a Role Type with a Description.
3. Choose Save.

To set up phone types

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Phone Types.
2. Enter a Phone Type with a Description.
3. Choose Save.

To set up user defined 1

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 1.
2. Enter User-Defined lookup information with a Description.
3. Choose Save.

To set up user defined 2

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 2.
2. Enter User-Defined lookup information with a Description.
3. Choose Save.

Setting up problem types

Generally, the Problem Type field provides information to the dispatcher and may also be used for statistical reporting of service calls by problem type. A problem type allows you to generally describe a service call. Later, you can assign specific trouble and resolution codes by piece of equipment. Examples of problem types could include Low pressure, System failure, and Noise. You may want to include Unknown or Miscellaneous in your list of problem types.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Problem Types.
2. Enter a Problem Type.
3. Choose Save.

Setting up call types

Examples of call types are Emergency, Regular Service, or Project. There are six default call types that cannot be deleted: Annual Service (AS), Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR).

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Call Types.
2. In the Abbreviation field, enter a three-character abbreviation for the call type.
3. Use the tab key to move to the Description field and enter a description.
4. Use the drop-down list in the Color field to assign a color code to each call type for use with the Service Monitor.
5. Choose Save.

Setting up appointment status

The Appointment Status field in the Service Call Appointments window has a lookup window. You can customize the lookup window to record your most common appointment status descriptions.
The following statuses are defaults and cannot be deleted: Complete, Dispatched, Unassigned, and Re-assign. The Re-assign status is intended for use with MobileTech. Closed is reserved for system use and cannot be added to your lookup data.
Default is reserved for system use and cannot be added to your lookup data. If you have added Default to your status lookup data, it will be deleted when any window with a call or appointment status is opened.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Appointment Status.
2. Enter the status in the Appointment Status field.
3. If necessary, you can choose to Include this status in the Call Roll Forward process.
4. Choose Save.

Linking appointment statuses with time stamps

You can use the appointment status to update the Time Stamp window. If the appointment status is connected or linked to a Time Stamp field, whenever the appointment status is changed, the Time Stamp field is updated. You may choose to connect some or all the Time Stamp fields to status selections.

1. In the Appointment Status Setup window, use the lookup window in the Appointment Status window to choose a status.
2. Mark the check box next to the time stamp you wish to link the status to. You must have labeled the Time Stamp window user-defined fields for them to display in the Status Setup window. See Labeling user-defined fields.
3. Choose Save and clear the window to make another entry.

The Time Stamp window updates when the appointment status changes. If there is more than one appointment associated with the call, the first appointment to be changed to a linked status updates the Time Stamp window, except for the Complete status. If you link the Complete appointment status to a time stamp, the last appointment on the service call to be changed to Complete updates the time stamp.

Setting up the service user-defined field lookup window

In the Service Call window, both User-Defined fields have a lookup window. You may have labeled the fields in the previous section. See Labeling user-defined fields.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > User Defined 1.
2. Enter a label.
3. Choose Save.

Repeat this procedure for User Defined 2.

Setting up trouble codes

You can assign a trouble code to a task in the Service Call Tasks window. Trouble codes provide another way of tracking types of service problems. Code numbers track what the problem was and how it was corrected. Tracking trouble codes can help determine how often you service a customer for the same problem, perhaps indicating the need for a maintenance contract agreement.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Trouble Codes.
2. Enter a Trouble Code.
3. Type a description in the Description field.
4. Choose Save.

Setting up resolution codes

You can assign a resolution code to a task to help you track the work performed and how the problem was corrected. For example: Resolution Code 1=Installed new boiler plate.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Resolution Codes.
2. Enter a Resolution Code.
3. Enter a description up to 255 characters in the Description field.
4. Choose Save.

Setting up resolutions

You can track the general resolution for each service call using the Resolution field in the Service Call window. An example of a resolution ID is CAL with the description Calibration.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Resolutions.
2. Enter a three-character alphanumeric code in the Resolution ID field.
3. Enter a description in the Description field.
4. Choose Save.

Setting up manufacturers

You can include common equipment manufacturers in the lookup list.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Manufacturers.
2. Enter a Manufacturer ID and a Description.
3. Choose Save.

Setting up installation information

The data for lookup window in the Installed By field of the Equipment window would include individuals and companies that regularly install equipment at your customers' locations.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Installed By.
2. Type an entry in the Installed By field.
3. Choose Save.

Setting up extended warranty types

Examples of warranty types could include "1 Year - Parts and Labor" or "90 Days - Parts and Labor."

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Extended Warranty.
2. Type an entry in the Extended Warranty field.
3. Choose Save.

Setting up equipment types

You can use equipment types to save data entry time when creating new equipment records. Think of equipment types as templates to be used when creating similar equipment records. When you create a new equipment record, information from the equipment type template, including the task list, appears on the equipment record.
The lookup window would include your customer's most common types of equipment. Examples of equipment types are Computer, Boiler, or Industrial Scale.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
2. Complete the following fields, as necessary.
   • Equipment Type
     Create a name for the equipment type.
   • Equipment Model Number, Manufacturer ID
     You may want to set up equipment types based on the model or manufacturer; if not, these fields are not required.
   • System, Major, Sub 1 - Sub 4
     These fields are used when assigning maintenance tasks to pieces of equipment. Complete these fields if all pieces of equipment belonging to this type share the same components. This information is for reference and sorting only and does not affect the individual tasks making up the task list. See About system, major, sub 1, 2, 3, and 4.
   • Task List ID
     Assign task codes and task lists to be performed on this equipment type. Whenever the equipment type is assigned to a piece of equipment covered by a maintenance contract, the maintenance tasks and task lists go with the equipment record.You can change which tasks are assigned to the equipment type by zooming on the Task List ID field. If tasks change on the master equipment type, however, these changes do not affect equipment types already assigned to a maintenance contract. Similarly, task changes made to equipment at the maintenance contract level are not reflected in the master equipment record.
   • Warranty Days, Extended Warranty Days, Extended Warranty Type
     Complete the warranty information fields if applicable.
   • User-defined
     You may have labeled these fields during setup. See Labeling user-defined fields. If you chose to validate the first and second user-defined fields in the Location window during setup, lookup windows will be attached to the fields and users will be prompted before adding to the lookup data. See Choosing service options.
3. Choose Save.

Assigning replacement parts to equipment types

After you have saved an equipment type, you can create a master list of replacement parts for it. This master list can be referenced when assigning replacement parts to an equipment record.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types > Replacement Parts.
2. Choose an item using the lookup window in the Item Number field. The lookup window lists items that were set up in the Microsoft Dynamics GP Inventory module.
3. Enter the quantity of items needed for replacement in the Quantity field.
4. Choose Save to enter the item in the scrolling window. You can add as many replacement parts to each equipment type as needed.

When creating an equipment record, you can zoom on the Equipment Type field to open the Equipment Type Setup window. The Replacement Parts button in the Equipment Type Setup window opens this master list of replacement parts. If you add new items to the replacement parts list in this window, you are adding them to the master list of replacement parts for the equipment type, not the equipment record.