Setting Up Divisions

You may have to manage multiple divisions in your company. A division could refer to a division, department, profit center, geo-center, or other designation. For example, you may operate a service division as well as an installation division. By specifying a division, all revenue and expenses originating in Service Management related to a specific service call are attributed to the GL accounts set up for the division. In the Service Call window, you must specify the division using the lookup window in the Division field.

When you create a new division, you can copy the account setup from an existing division. This facilitates the account setup process. For more information see Copying Division Accounts.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Divisions.
2. Enter a Division name.
3. If you are using the Service Call Quote module, enter a Default Pricing Matrix.
4. Select Save.

• The Division field is a required field in the Service Call window; therefore, you must have at least one division in your company. If you do not have divisions in your company, you must create one. You could call it Service.
• If you will be creating service calls from a MobileTech device, a division must be assigned at the customer or customer location level. Cards > Sales > Customer
• You must set up general ledger revenue and expense account numbers for each division you create.