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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. This record may also be removed from RM00102.

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.
  • If the location is on a job, the location the related GP Address ID associated to the Service Location you are attempting to move is assigned as the Job Address for any open Job, the address is not removed from 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.