Prior to Before viewing information in this window, make sure that you have set up the Service Management section in the Equipment Branch Setup window. (Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Branch).

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• Branch
  Open the Customer Center window. The user's branch will default into to the Branch field. The information displayed will be for the selected branch.
• Customer
  Open the Customer Center window, and then enter or select a customer ID. The information displayed will be for the selected customer.

Viewing Equipment

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Data

In the Equipment section, the totals will display are displayed on the actual button. Select any of the buttons to open Equipment Inquiry, filtered to display the records based on the button chosen.

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You can use the inquiry section at the bottom of the window to locate the equipment, provide availability information, and view pricing information. Additionally, you can access Rental Availability Inquiry to create new or add on to existing agreement/rental bookings or job agreement/rental bookings. For more information, Creating a booking or agreement from inquiry.

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