Anchor
servicemanagement_creating_locat_8394 servicemanagement_creating_locat_8394

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.

On the Location window, you keep track of the location name, address, phone number, contacts, salesperson, preferred technicians, and default labor and pricing rates. Many fields on this window are integrated with Microsoft Dynamics GP Receivables Management; changing information in Service Management changes the corresponding fields in GP, and vice versa.toc

Creating a Location Record

...

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. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options.
2. Mark the Use Validation for Sublocations checkbox. 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 checkbox 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.

...