User Branch Filtering

Large organizations may control tens of thousands of equipment pieces. Often the user is only interested in the equipment records that only impact their branch. A branch filtering feature has been added to Customer Center and other windows (see Branch filters on these windows) that filter by default to the user branch, yet also provides the user the ability to view other branches. If a branch is not assigned to a user, the user will see all branch information in the inquiry windows. Additionally, agreement type IDs and booking type IDs can also be set up to default based on the user's branch.

Enabling Branch Filtering

Branch filtering is an entirely optional feature. To activate branch filtering, a setup option has been added to the Equipment Setup window. If branch filtering is not enabled, the branch filters will not be displayed.

To enable branch filtering:

Go to Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
Select Enable Branch Filtering.
Select OK.

Assigning the User Branch

The user setup window has been created to assign a default branch to each user.

If both Equipment Management and Service Management are registered, the Service Management branch will overrule the Equipment Management branch.

To assign a branch to a user:

Go to Microsoft Dynamics GP > Tools > Setup > Equipment > System > User Setup.
Complete the following fields:
- User ID
  Enter or select the user ID.
- Default Branch
  Enter or select the branch to default for inquiry windows for the user.
- Show All Branches
  Select this checkbox to allow the user the ability to view other branch information in the inquiry windows.
Select Save.

Branch Filters on These Windows

The following windows have the branch filter drop-down field added. If the user has a branch assigned, these windows will default to that branch. The user can select a different branch or all branches, however, the Show All Branches checkbox in the User Setup window needs to be marked.

Customer Center
Equipment Manager
Rental Agreement Inquiry
Rental Agreement Entry
Rental Booking Entry
Rental Booking Inquiry
Rental Invoice Entry
Rental Invoice Inquiry
Rental Invoicing Routine