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Assigning an Equipment Record to a Service Call

You can assign a single piece of equipment from either the Service Manager window or from the Service Call window. After you've assigned the equipment, if you know the task to be performed, you can select the task. If you are unsure as to the task to be performed, you can leave the field blank. The system will then assign the “Default” task to this Service Call and Equipment ID. Regardless of the method used to assign the equipment, the Equipment ID is stored in a task associated with the Service Call. You can assign additional tasks or add additional equipment items to a service call from the Service Call Task Codes window using the Tasks button. For more information about the Service Call Task Codes window see Assigning Tasks and Task Lists. For information about how to assign more than one piece of equipment, see Assigning More than One Equipment Record to a Service Call.

If you add a piece of equipment that is not covered by the contract to a Maintenance Contract (MC) service call, a message similar to the following display: "Equipment ID xxxx is not covered by Contract xxxx. Do you still wish to use the equipment?" or if more than one equipment: "There are x pieces of equipment on the service call not covered by Contract xxxx. Do you still wish to use the equipment?" Users have the option to select Yes to continue with the equipment added to the call OR to select No to return to the window with the added equipment cleared.


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Assigning an Equipment Record from the Service Manager Window

  1. In Microsoft Dynamics GP, go to Cards > Service Management > Service Manager.

  2. Select a customer.

  3. From the menu bar, select Additional and then select Equipment. 

  4. In the Equipment Lookup window, select an equipment record to assign it to the service call. The Edit button opens the Equipment Master window, where you can edit the equipment record. 

  5. Click Select or double-click on the equipment to return to the Service Manager window where the selected equipment ID  is populated in the Equipment ID field. If the equipment was assigned a sublocation in the Equipment Master window, the sublocation populates the Sublocation ID field in the Service Manager window.

  6. Select New Call in the Service Manager window to create the service call.

Assigning an Equipment Record Using Find from the Service Manager Window

  1. In Microsoft Dynamics GP, go to Cards > Service Management > Service Manager.

  2. Select the Find button.

  3. Select the Equipment radio button and enter the equipment information in the Find field.

  4. Select Find.

  5. In the Equipment by Equipment ID window, click Select or double-click on the equipment to return to the Service Manager window where the selected equipment ID is populated in the Equipment ID field. If the equipment was assigned a sublocation in the Equipment Master window, the sublocation populates the Sublocation ID field in the Service Manager window.

  6. Select New Call in the Service Manager window to create the service call.

Assigning an Equipment Record from the Service Call Window

  1. In Microsoft Dynamics GP, go to Cards > Service Management > Service Manager.

  2. Select the customer.

  3. Select New Call.

  4. Select the Equipment ID lookup. 

  5. In the Equipment window, select the equipment ID and then select Select or double-click on the equipment to return to the Service Call window where the selected equipment ID is populated in the Equipment ID field.