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Large organizations may control tens of thousands of equipment pieces. Often the user is only interested in the equipment records that only impact their branch. A branch filtering feature has been added to Customer Center and other windows (see Branch filters on these windows) that filter by default to the user branch, yet also provides the user the ability to view other branches. If a branch is not assigned to a user, the user will see all branch information in the inquiry windows.
Additionally Additionally, agreement type IDs and booking type IDs can also be set up to default based on the user's branch.

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Enabling branch filtering

Branch filtering is an entirely optional feature. To activate branch filtering, a setup option has been added to the Equipment Setup window. If branch filtering is not enabled, the branch filters will not be displayed.

To enable branch filtering:

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
2. Choose Enable Branch Filtering.
3. Choose OK.

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Assigning the user branch

The user setup window has been created to assign a default branch to each user.

Note

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If both Equipment Management and Service Management are registered, the Service Management branch will overrule the Equipment Management branch.

To assign a branch to a user

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > System > User Setup.
2. Complete the following fields:
   • User ID:
     Enter or choose the user ID.
   • Default Branch:
     Enter or choose the branch to default for inquiry windows for the user.
   • Show All Branches:
     Choose this check box checkbox to allow the user the ability to view other branch information in the inquiry windows.
3. Choose Save.

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Branch filters on these windows

The following windows have the branch filter drop-down field added. If the user has a branch assigned, these windows will default to that branch. The user can choose a different branch or all branches, however the Show All Branches check box checkbox in the User Setup window needs to be marked.

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