Scenario: Looking to find serviceable items by serial number.

Requirements: These steps assume that you own the UD Module. If you don’t own the UD Module, you could perform steps 1-7 with a SQL script.

Example Solution:

  1. Open UD User Defined Lookups form
  2. Create a new lookup by entering udSMServicableItems in the Lookup name.
  3. In the title, enter SM Serviceable Items w/ Serial
  4. In the from clause, enter SMServiceItems
  5. In the where clause, enter SMCo = ? AND ServiceSite = ? 
  6. On the details tab, enter the columns as shown in the image at the bottom of this post.
  7. Open the SM Work Order form
  8. Select the Serviceable Item Field and Press F3 to launch the field properties.
  9. Open the Lookup tab of Field Properties.
  10. Add udSMServiceableItems to the lookup list with -1,257 as the parameters, the Active box Checked, and 0 as the load Seq #.
  11. Deactivate the standard lookup by unchecking the Active box and changing the Load Seq to 1.
  12. Test the lookup to make sure it functions as expected.
  13. If necessary, deactivate the user defined lookup and reactivate the standard lookup to restore default Vista behavior.