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Because a customer may have several locations, Service Management enables you to keep multiple location records for each customer. Each customer site can be assigned its own service call records, equipment records, and maintenance contract records.

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You can set up equipment sublocations for a customer location, and you can assign equipment to those sublocations. By validating the sublocation of each equipment record, you can ensure that they are the same throughout your organization.

Step 1: Mark the setup option

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options.
2. Mark the Use Validation for Sublocations check box. This activates the Sublocations button in the Location window, as well as the lookup window and zoom feature in the Sublocation ID field. If the check box is not marked, you can still enter information in the Sublocation ID field in the Equipment and Multi-Add Equipment windows, but the lookup window and zoom features will be disabled. In addition, the Sublocations button in the Location window will be disabled.

Step 2:  Complete the sublocation maintenance window

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field.
3. Choose the Sublocations button.
4. Enter a Sublocation ID and Description.
5. Enter a Bar Code ID for the sublocation, if applicable. This may be used, for example, if a barcode is installed in the door jamb of the sub location for equipment that is physically attached to walls.
6. Choose Save when finished entering information. This sublocation can be assigned to additional equipment records by using the Sublocation ID lookup button on either the Equipment or the Multi-Add Equipment window.You can print the Sublocation List by choosing File > Print on the Sublocation Maintenance window. This report contains a list of all the sublocations that have been set up for the associated location ID and customer ID.

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