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Location records can be moved from one customer record to a new location record in another customer record. The location information, including service history "links" and equipment information is transferred when a location record is moved.

Note

Notes:

  • You are not able to move a primary address location, a location with open service calls, or a location with an active maintenance contract.
Additionally, if
  • If the location is on a job, the location is not removed from
RM0012
  • table RM00102.
  1. Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Move Location.
  2. Enter information for the old and new records.
  3. Choose Move.