Dynamics GP 2010 What’s New in Field Service Call Management
Posted Monday, May 3rd, 2010
Another Great “Snack” from Microsoft….What’s New in Field Service Call Managment. CLICK HERE to view web cast.
Amy Walsh
Amy Walsh is a consultant with I.B.I.S., Inc. and Microsoft Certified Business Management Solutions Professional.  She is a graduate of Mercer University with a concentration in Accounting and Finance. She has over 15 years experience working with domestic and international enterprises ranging from start-up to established global B2B companies.   Â
With her background in accounting / finance alongside working with Microsoft Dynamics GP as both end user and consultant allows her articulate connectivity into the world of Microsoft Dynamics GP. Her goal is to help businesses succeed in their endeavors through process streamlining, education and finding the right ERP solution.Â
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I am implementing GP Dynamics Service Call Management. However, I looking a simple way of importing the Equipment.
I have researched e-connect and DTS and niether of these two methods work.
Is there any suggestion on how to get these in, it is more than 3000 equipment
Hi,
You can use the standard Table Import feature which is a tool with Integration Manager. The table name to import to is Serial Master. You need to know the next number to use for the EquipId field (sequential number), which you can find in the SVC00999.EQUIPID. The import file (csv or tab delimited is best), should have the equipid, serial number, item number, customer number, address id as well as the address details( contact, street, city, state, zip, timezone), install date, install status . You should set the Qty to 1 and set both Serial and SVC_Serial ID to the item’s serial number. After a successful import, update the SVC00999 with the next EquipID.
Regards,
Vanessa Swatek
Why wouldn’t eConnect work for Equipment? There is an eConnect schema for Equipment records. Thanks! Denni