Creating Records through Sales Order Processing

If the automatic equipment add feature is set up, a Service Management equipment record is automatically created at the customer location when you sell a piece of equipment from your inventory using Sales Order Processing (SOP). This process can now create an equipment record in Equipment Management as well.

Step 1: Set up the automatic equipment add feature

When you sell an inventory item that has an equipment type assigned to it, the Service Management equipment record is created when that item is sold. Refer to the Service Management user manual for more information on the criteria required to automatically add equipment through Sales Order Processing.

Step 2: Mark the option to create the link to Equipment Management

For each equipment type, you can specify whether you also wish to create an Equipment Management equipment record when an inventory item of that equipment type is sold.

You must have a manufacturer and model assigned to an equipment type to create the equipment in Equipment Management. The manufacturer and model fill on the Equipment Management equipment record based on what is assigned to the equipment type.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
2. Select an Equipment Type. To create the equipment record in Equipment Management when selling an inventory item in this type, the Manufacturer ID and Equipment Model Number fields cannot be blank.
3. Mark the Create Link to Equipment checkbox.
4. Select Save.

Step 3: Complete the sales order

1. Select Transactions > Sales > Sales Transaction Entry.
2. Complete the Sales Transaction Entry window as you would when selling equipment inventory. The inventory item you select must have an item type of Sales Inventory and an assigned equipment type.
3. When you are ready, save the transaction.
4. Post the batch to create the equipment record in Service Management, either at the Ship to Address, or, if specified, at the service call or job location. A corresponding equipment record is also created in Equipment Management with the Signature Service Management information filled on the Service tab. Additional equipment details can be added to both the Equipment Management and Service Management records after the sale.