Setting Up Branches

Equipment can be classified per the branch to which it belongs. You can associate an account mask with a branch. This is useful if branches are identified by a specific segment of the account number. You use the account mask to direct sales revenue, cost of sale, and revenue on rent and transport invoices to a specific branch, regardless of the other segments of the accounts.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Branches.
2. Complete the following fields, as necessary. An indicates a required field:
   • Branch
     Enter the branch name.
   • Description
     Enter a description.
   • Account Mask
     Enter an Account Mask for the revenue on the sale of equipment of this type. Use ? as the wild character. See About Account Masking for more information on account masking.
   • Eq. ID Segment Value
     Enter the name that you want to use for this branch when the equipment ID of a new piece of equipment is set up to contain a segment based on branch. See Setting Up Equipment Numbering Types.
   • Rental Percentage On Ownership
     Specify the amount if you want to split revenue between different branches. For more information see Setting up rental account distributions.
   • Default Price Level
     Enter a price level to default for the branch.
   • Default Agreement Type ID
     Enter or select the agreement type ID.
   • Default Booking Type ID
     Enter or select the booking type ID.
3. Select Save.

Account masks can also be set up for type and division. Type, branch, and division should be represented by different account segments. However, if there is a conflict, branch takes highest precedence, followed by division, and then type.