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Location records can be moved from one customer record to a new location record in another customer record. The location information, including service history "links" and equipment information, is transferred when a location record is moved. This record may also be removed from RM00102.

You are not able to move a:

  • Primary address location.
  • Location with open service calls.
  • Location with an open/completed service call where the customer and location are assigned to the call as the Bill To customer and Bill To Location.
  • Location with an active maintenance contract.
Note
titleNotes:
  • If the related GP Address ID associated to the Service Location you are attempting to move is assigned as the Job Address for any open or closed Job, the address is not removed from RM00102.
  • If you are using Map2BOB, you will need to review your Map2BOB records after moving the location records. 

You are not able to move a:

  • Primary address location.
  • Location with open service calls.
  • Location with an open/completed service call where the customer and location are assigned as the Bill To customer and Bill To Location.
  • Location with an active maintenance contract.
  1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Move Location.
  2. Enter information for the old and new records.
  3. Select Move.