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- Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Tab Security.
- Select a Security Mode; you can set up Default security settings or customize security based on User Class or individual User.
- Locate the Hierarchy tab and mark the appropriate checkbox to allow Edit or View permissions for the selected user(s).
- Close the window to save your changes.
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Up Site IDs (optional)
Site IDs allow you to track the physical location of equipment inventory items so that your on-hand quantities are accurate. For example, when equipment is placed on rent, an inventory transfer is automatically created to track the movement of the equipment from the warehouse site to the rental site. Likewise, when you add an equipment inventory item to another equipment inventory item as a component, an inventory transfer takes place. The component is transferred to the component site of the top-level parent in the hierarchy group. See About hierarchical relationships for more information. If you are using site IDs, complete the following steps to set up a Home Site ID and a Component Site ID for your existing equipment records. In the future, you can set up sites upon purchasing new equipment or creating a new equipment record.
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