Setting up Maintenance Lookup Windows

Lookup windows contain data lists. They provide a way to organize, validate, and speed up information entry. A looking glass button in a field indicates that a lookup window is available.

Lookup fields are case-sensitive.

Setting up Tool Kits

The Task Codes window contains the Tool Kit Required field. You can use this field to designate the tool kit necessary to perform a maintenance task.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Tool Kits.
2. Enter a tool kit name and a description.
3. Select Save.

Setting up Maintenance User-Defined Field Lookup Windows

If you chose to validate the maintenance user-defined fields during setup, you can enter data for the lookup windows. See Choosing Service Options. These fields appear in the Maintenance Contract window.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 1.
2. Enter the lookup data.
3. Select Save.
4. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Maintenance > Maint. User-Defined 2.
5. Enter the lookup data.
6. Select Save.