Anchor
equipment_management_user_branch_2261 equipment_management_user_branch_2261

Large organizations may control tens of thousands of equipment pieces. Often the user is only interested in the equipment records that only impact their branch. A branch filtering feature has been added to Customer Center and other windows (see Branch filters on these windows) that filter by default to the user branch, yet also provides the user the ability to view other branches. If a branch is not assigned to a user, the user will see all branch information in the inquiry windows. Additionally, agreement type IDs and booking type IDs can also be set up to default based on the user's branch.

Table of Contents

Anchor
equipment_management_enabling_br_8208 equipment_management_enabling_br_8208

Enabling

...

Branch Filtering

Branch filtering is an entirely optional feature. To activate branch filtering, a setup option has been added to the Equipment Setup window. If branch filtering is not enabled, the branch filters will not be displayed.

To enable branch filtering:

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
2. Select Enable Branch Filtering.
3. Select OK.

Anchor
equipment_management_assigning_t_239 equipment_management_assigning_t_239

Assigning the

...

User Branch

The user setup window has been created to assign a default branch to each user.

Note
If both Equipment Management and Service Management are registered, the Service Management branch will overrule the Equipment Management branch.

To assign a branch to a user:

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > System > User Setup.

2. Complete the following fields:
   • User ID
     Enter or select the user ID.
   • Default Branch
     Enter or select the branch to default for inquiry windows for the user.
   • Show All Branches
     Select this checkbox to allow the user the ability to view other branch information in the inquiry windows.
3. Select Save.

Anchor
equipment_management_branch_filt_7046 equipment_management_branch_filt_7046

Branch

...

Filters on

...

These Windows

The following windows have the branch filter drop-down field added. If the user has a branch assigned, these windows will default to that branch. The user can select a different branch or all branches, however, the Show All Branches checkbox in the User Setup window needs to be marked.

...