Give Technicians Access to Inventory Items

To track inventory items that a technician uses on a service call, make sure the technicians have access to the appropriate inventory sites.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians. The Technician Setup window is displayed.

2. Select the technician ID.

3. Select Inventory Sites. The Technician Inventory Site Setup window is displayed.

4. Mark the Assigned checkbox for the inventory sites that are associated with the technician.

5. Select OK, and then select Save in the Technician Setup window.

6. Repeat steps 2 through 5 for each technician.

7. Open MobileTech Administration and select Load Data.

8. Select a technician and a date range.

9. Make sure the Sync Lookups checkbox is marked.

10. Select Import.