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Move Equipment

Equipment records not belonging to maintenance contracts can be moved from one location record to another. The equipment information, including service history "links," are transferred to the new location when the equipment record is moved. You can move group and has-components records. If you select not to move the group items or component records with the master record, those records will be deleted at the old location. If you move the group items and the equipment IDs exist at the new location, the group items will be renumbered per the last equipment ID used. You are not able to move has-components records or component records if the component IDs exist at the new location.

Notes:

  • If you move an equipment ID from Equipment Manager and the equipment ID is renamed or renumbered, you must use the Equipment ID Modifier to update the equipment in Equipment Manager.
  • If you are using Map2BOB, you will need to review your Map2BOB records after moving the equipment records. 

You can move a component record without its master record. The component will become an item at the new location.

  1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Move Equipment.
  2. Enter information for the old and new records.
  3. Select Move.
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