Setting up Customer Center

Prior to viewing data in Customer Center, there are a few options that need to be set up.

• Equipment Branch Setup
  Use this window to match Equipment Management branches to Service Management branches. For more information, see Synchronizing equipment locations.
• User Branch Filtering
  Use this window to assign a default branch to the user. This will filter the equipment displayed in Customer Center, as well as other windows. This option will only need to be set up if you want to assign a default branch to your user. For more information, see User branch filtering.
• Equipment Type Setup
  Use this window to include or exclude information in the Customer Center for equipment assigned to the equipment type. Complete the following fields as necessary:
• Include in Tracking on Customer Center
  Mark this checkbox to include equipment on lease or rental with this type.
• Exclude from Rental on Customer Center
  Mark this checkbox to exclude equipment with this type that are on rental agreements, but should not be counted in the totals such as a GPS unit.
• Service User-Defined 1 Setup
  Use this window to define the Customer Center Allocation codes that are used in the service inquiry section of Customer Center. (Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Set > Service > User-Defined 1). You must set up the reason code and Customer Center Allocation. From the drop-down field, select Review, Approved or Disputed.

The Customer Center Allocation field in Service User-Defined 1 is only available when Equipment Management is registered.