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  1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Branches.
  2. After entering information into the existing fields, enter Service Management branch information in the following fields:
    • Service Management Branch
      Enter or choose select the service management branch.
    • Service Management Customer ID
      Enter or choose select the customer ID.
    • Service Management Address ID
      Enter or choose select the address ID.
  3. Select Save.

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  1. Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).

  2. Open the existing equipment record.
  3. Enter or choose select the branch.
  4. Select the Service tab.
  5. Select the New Link icon. The customer, address ID, and equipment ID fields will populate and the link will be created to the branch in Service Management.
  6. Select Save.

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  1. Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).
  2. Open the existing equipment record.
  3. Enter or choose select the branch.
  4. Select Save.