Scheduling Non-Technician Resources

In addition to scheduling technicians, you can schedule non-technician resources such as large tools. This allows you to know when the tool is available and where it is located.

Setting up Tool Units

A tool kit is a general type of tool. A tool unit is the individual tool within the tool kit. You must set up your tool units before they can be scheduled.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
2. Enter a Tool Kit and Description.

3. Select the Tool Units button to open the Tool Unit Setup window. If you enter the Tool Unit Setup window before selecting a tool kit, use the lookup window in the Tool Kit field to select one.

4. Enter the Tool Unit and complete the additional fields. Mark the checkbox if the tool is Out of service. If you mark the checkbox, the tool is not available for scheduling from that day forward, but any existing appointments for the tool are not affected. You must manually reschedule any existing appointments. You cannot enter new tool kits in the Tool Unit Setup window. New tool kits must be entered in the Tool Kit Setup window.

5. If you are using global filtering, enter the Branch the tool is assigned to.
6. Enter additional information in the Note scrolling window, if necessary.
7. Select Save.

Adding a Tool Kit to an Appointment

To schedule a tool, you add it to a service call appointment.

1. Select Cards > Service Management > Service Manager.
2. Select the New Call button.
3. Complete the Service Call window and select Appointments.
4. Complete the Appointments window.
5. Use the lookup window to select a Tool Kit.

6. Select the lookup in the Tool Unit field to open the Tool Unit Schedules window. This is a lookup window displaying the tool units in the selected tool kit. If you are using global filtering, only those tools assigned to your branch display. Tools that have the Out of Service checkbox marked in the Tool Unit Setup window will not display. The fields at the top of the window are filters for the scrolling window. The scrolling window displays one week of days starting from the service date. You can change the date using the browse buttons in the Service Date field. The scrolling window displays the tools assigned to the tool kit. If the Tool Unit field is empty, all tools display in the scrolling window. If a tool is entered in the Tool Unit field, only that tool displays in the scrolling window. The number of hours per day a tool is scheduled displays in the window. If a tool has scheduled time, you can highlight the tool unit and zoom on the date heading to open the Tool Schedule Info window. This window displays the location where the tool will be used, the technician scheduled, starting time, and estimated hours. 

   

   If you enter a tool kit in the Appointments window, you must enter a tool unit.

7. Highlight a tool unit and select Select.
8. Select Save in the Appointments window.