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.
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.
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
- Enter a tool kit name and a description.
- Select 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.
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 1.
- Enter the lookup data.
- Select Save.
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 2.
- Enter the lookup data.
- Select Save.