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- Select Microsoft Dynamics GP > Tools > Setup > System > Security Tasks.
- Select the Task ID that you want to edit.
- To display the list of hierarchy windows, choose select the following sort criteria from the drop-down menus:
- Product
Signature Equipment Management - Type
.NET windows - Series
Hierarchy
- Product
- In the Access List scrolling window, mark the checkbox next to any hierarchy operation that someone performing this task must access. You can also Mark All or Unmark All.
- Select Save when you are done.
- Repeat steps 2 through 5 for every task that requires access to hierarchy windows.
If you want to view the users that have access to an operation, choose select the window on the Access List and choose select Print Operations Access.
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- Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Tabs.
- Select Update Tabs to add the Hierarchy tab to the scrolling window. When prompted Are you sure you want to add new tabs? choose select Yes. The Hierarchy tab appears in the scrolling window.Adding the Hierarchy tab does not affect any customizations made to the order of the tabs; only the Initialize Tabs button restores the default tab order.
- Mark the Visible checkbox to display Hierarchy tab on the Equipment Manager. You can use the Top, Up, Down, and Bottom buttons to rearrange the Hierarchy tab from its default position.
- Select OK.
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- Select Cards > Equipment > Equipment Manager.
- Select an Equipment ID, and choose select the Hierarchy tab.
Use the lookup to choose select a Home Site ID. Your selection defaults as the Site ID for this equipment (view on the Inventory tab). If a component is added to this equipment, the component will be transferred to the component site that is linked to the selected home site.
Note This field is disabled if the equipment is already a component of another record; the Site ID is set to the component site of the top-level parent, and the Home Site ID cannot be edited.
- Select Save.
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