Service Equipment Testing

You can keep track of tests that are performed on service equipment, including the test date, test results, and the technician who performed the test. You can also enter the next scheduled test date for a regular or recurring test, as well as set user-defined equipment information to default from a previous test to save data entry time. In addition to the user-defined results fields, when entering results for a scheduled test, you can mark the test as Passed or Failed. This is useful if you want to create a SmartList to keep track of those scheduled tests that require additional attention, such as tests that failed or tests that have not yet been completed as of the scheduled test date.

Setting up Testing Field Labels

To keep a record of test results, you must first define what the results of the test may include and set up the results field labels accordingly. You define the date fields, checkbox fields, number fields, text fields, etc., that you want to appear on the Equipment Test Results window for a given test. You can also define which fields hold static information that you want to be saved from one instance of a test to the next.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > User-Defined Label Setup > Equipment Test. The Equipment Test Labels Setup window opens.
2. Enter a Test Code and Description for the test.
3. For each of the available field label types, define the names of the fields that you want to make available for entering the results of this test.
4. Mark the Save on Copy checkbox next to a field if you want the con tent that is entered in that field to be saved when creating a new record by copying an existing one. This is useful if you are setting up a recurring test with fields that will remain the same each time the test is done, for example, the installation or purchase date of the equipment.
5. Select Save.

Entering Equipment Test Results

When entering test results, you mark whether the equipment has passed or failed and enter any additional information in the custom results fields.
If you are performing a recurring test, you can copy the results from the last time this test was performed, to save data entry time in creating a new record.

1. Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Cards > Sales > Customer > Location > Equipment.
2. In the Equipment Master window, select Equipment Test Results to open the Equipment Test Results window. The customer ID, address ID, and equipment ID appear at the bottom of the window.
3. Select the Test Code, and the blank fields on the window fill with the user-defined field labels that were set up for this test code.
4. Enter the Test Date and Technician. If this is a recurring test, enter the Next Scheduled Date that this test will be performed for this equipment.
5. Mark the Passed or Failed radio button, and enter a custom Test Result description.
6. Complete the custom fields on this window, and select Save.

Copying Equipment Test Results

If you are creating a new test results record for a test that has previously been performed on this equipment, you may want to copy information from the previous test. The test date, as well as any fields that are set up to be saved when the record is copied, will default from the previous record into the new test results window.

1. Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Cards > Sales > Customer > Location > Equipment.
2. In the Equipment Master window, select Equipment Test Results. The Equipment Test Results window opens.
3. Select a Test Code, then use the lookup button next to the Test Date field to select the most recent existing test.
4. The selected test record opens in the Equipment Test Results window.
5. Select Copy to create a new test record for this same customer, equipment, and test code. The Next Scheduled Test Date from the previous record defaults as the Test Date for the new record. In addition, if the Save on Copy option has been set up for any of the user-defined fields on this window, the information entered in those fields for the previous record will automatically fill into the new test results window.
6. Complete the remaining fields, and select Save when you are done entering test results.