Setting Up Service Areas

You may want your customer locations classified by geographical area.

1. Select 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, select 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. Select 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.