Setting up System, Major, Sub 1-4

These six fields are used to narrow down the list of task codes in a lookup window. If your company has hundreds or thousands of task codes, being able to filter those task codes allows you to search faster when assigning a maintenance task. For example, you may set up lookup data accordingly:

• System: Product line, such as boiler or air conditioner
• Major: Manufacturer, such as Carrier or A.O. Smith
• Sub 1: Assembly, such as motor or fan
• Sub 2: Parts, such as fan or belt

When assigning maintenance tasks to equipment, either from the Equipment Type window or from the Maintenance Contract window, you can view the components of the piece of equipment. Then, when you want to assign a task code to the equipment, you can filter the maintenance tasks related only to that specific component of the equipment.

In the example below, without filtering, you would see all the maintenance tasks when attempting to assign a task to an ALPHA piece of equipment. However, only six of those tasks apply to a Network (System), and only five tasks apply to a Digital Alpha Server (Major), and only two apply to the Digital Mother Board (Sub1). There is setup involved with the maintenance task and the equipment type to make this work.

Setting up System, Major, and Sub 1, 2, 3, and 4

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks, then System, Major, and Sub 1, Sub 2, Sub 3, or Sub 4.

2. Using the guidelines for each level in the section above, enter a new value to use for categorizing task codes at this level.
3. Select Save. To delete System, Major, or Sub field lookup data, use the lookup in the field setup window to open the list of all lookup data for that field. Select the value you wish to delete, then select Delete.