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You can use the Accounts button to view or edit the posting accounts assigned to this customer. You can use the Options button to view or enter additional credit, payment, and history options for this customer.

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Using global filters

Most companies, large and small, have branch offices throughout the world. Service Management tracks all customers no matter where they're located. Users, however, at times may not want to see all the company's customers. They may only be concerned with a subset of the total customers. Using global filtering, users can be set up to view a subset of the company's customers.

For instance, a dispatcher may want to see only customers in the state of Washington, whereas a sales manager may need to see the entire west coast. Or maybe each of your branches has its own dispatcher during the day, but at night, you want to direct all service calls through one central or night dispatcher.

Setting up global filtering

Mark the Use Global Records Identification Filters check box in the Service Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options) to activate global filtering. See Choosing Service Options.

Assign the user to a branch (Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > User Profile). Use the lookup button to select a branch name in the User Profile window. The selected user will now only see customers assigned to the selected branch name. In a hierarchical fashion, global filtering uses affiliates, regions, and branch names to group customers. For instance, the branch Milwaukee, Wisconsin, could belong to the affiliate "USA," the region "Central" and the branch name "MKE." See Setting Up Security for additional User Profile window setup procedures.

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Using global filtering

Once users are set up to use global filtering, you must assign customers and locations to branches.

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