Synchronizing Equipment Locations

Provides the ability to automatically maintain new equipment location records between the Equipment Manager and Service Management modules.

Existing records need to be linked manually.

Setting up synchronization

To synchronize new location records between Equipment Manager and Service Management, a setup option has been added to the Equipment Setup window.

This field is only available if Service Management is registered or if Service Integration is registered with Equipment Management.

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
2. Mark the Synchronize Equipment with WS Service checkbox.
3. Select Save.

Setting up equipment branches

New fields have been added to the Equipment Branch Setup window. These fields are used to correlate the Equipment Manager branch with the Service Management branch.

To set up equipment branches:

1. Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Branches.
2. After entering information into the existing fields, enter Service Management branch information in the following fields:
   • Service Management Branch
     Enter or select the service management branch.
   • Service Management Customer ID
     Enter or select the customer ID.
   • Service Management Address ID
     Enter or select the address ID.
3. Select Save.

Synchronizing branches on equipment

After you have completed the branch setup in the Equipment Setup and Equipment Branch Setup, automatic branch linking will occur seamlessly when a new equipment record is created in the Equipment Manager window. If an equipment record already exists, you can add the branch and then manually create the link. Additionally, when you change the linked branch on a piece of equipment, the branch information will automatically update between Equipment Management and Service Management.

Creating a new equipment record

When creating a new equipment record in the Equipment Manager window (Cards > Equipment > Equipment Manager), when you add the branch to the record, a link is created automatically to the branch in Service Management.

Adding a branch to an existing equipment record

If you have existing equipment and want to add the branch to that equipment, you can do so in the Equipment Manager window.

To add a branch to an existing equipment record:

1. Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).

2. Open the existing equipment record.
3. Enter or select the branch.
4. Select the Service tab.
5. Select the New Link icon. The customer, address ID, and equipment ID fields will populate and the link will be created to the branch in Service Management.
6. Select Save.

Changing a linked branch on an equipment record

Linked branches can only be changed if there are no open calls associated with the equipment or if the equipment is assigned to a maintenance contract.

To change a linked branch on an equipment record:

1. Go to the Equipment Manager window (Cards > Equipment > Equipment Manager).
2. Open the existing equipment record.
3. Enter or select the branch.
4. Select Save.