Setting Up Categories

There are six system-generated equipment categories: inventory, maintenance, on order, rental, sales history, and service. These cannot be deleted, and additional categories may be created. Equipment categories are usually determined when the equipment record is created. When equipment is sold, the category is automatically changed to sales history.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Categories.
2. Enter an Equipment Category. The Category Type field is fills automatically.
3. Enter an Eq. ID Segment Value. When the equipment ID of a new piece of equipment is set up to contain a segment based on the equipment category, this is the value that will be used. See Setting Up Equipment Numbering Types.
4. Select Save.

When setting up equipment categories, it is important to select each category you plan to use, tab through the fields, and save, even if you are not making any changes. This ensures that the system recognizes each category and that it uses the category correctly when generating equipment numbers.