Duplicate Equipment

You can copy equipment records, equipment groups, group items, equipment with components, and components from one location to another. You can also print a preview report containing the equipment IDs that will be copied. Replacement parts are included on the duplicate record. If the equipment has been assigned to a building and room, this information will also be duplicated.

1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Duplicate Equipment.
2. Complete the following fields, as necessary.
   • Options
     Select whether you want to duplicate equipment records and print a report or to print the preview report only.
   • Group Items, Components
     Mark the checkboxes if you want to include group items and/or components when duplicating. They are marked by default. If these checkboxes aren't marked, the Available list will include group item and component records. These records can be selected for individual duplication. When duplicating group items and components, the new equipment record will appear as an item equipment record. If you mark these checkboxes, the list of available equipment will not display the group items and components since they will be added automatically.
   • Customer ID, Address ID(R)
     Enter the originating equipment location information in the first set of fields.
   • Customer ID, Address ID
     Enter location information for the duplicated records in the second set of fields.
3. The equipment records assigned to the originating address ID display in the Available scrolling window. Select a record to copy and select Insert >> to insert it in the Selected scrolling window. Select Insert All >> to copy all records at the location. To remove a record from the Selected scrolling window, select the record and select << Remove. Select << Remove All to remove all records.
4. Before completing the duplication process, print the preview report that lists all equipment IDs and group item records that will be copied by selecting the Print Preview Report Only radio button and choosing Process. Review the report for accuracy.
5. Select Process to duplicate the records.