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- Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Branches.
- After entering information into the existing fields, enter Service Management branch information in the following fields:
- Service Management Branch
Enter or choose select the service management branch. - Service Management Customer ID
Enter or choose select the customer ID. - Service Management Address ID
Enter or choose select the address ID.
- Service Management Branch
- Select Save.
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Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).
- Open the existing equipment record.
- Enter or choose select the branch.
- Select the Service tab.
- Select the New Link icon. The customer, address ID, and equipment ID fields will populate and the link will be created to the branch in Service Management.
- Select Save.
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- Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).
- Open the existing equipment record.
- Enter or choose select the branch.
- Select Save.