Branch Locations: Implementation Activity

In this implementation activity, you will learn how to create a branch location in the system.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that an administrative user of the SweetLife Service and Equipment Sales Center previously created the WEST BRIGHTON branch location, which represents the main office of the Service and Equipment Sales Center (which is the SWEETEQUIP branch in the system). The company is now opening a new office of this branch, which is going to provide services.

Acting as an administrative user, you will create a new branch location in the system.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.

Process Overview

On the Branch Locations (FS202500) form, you will specify the settings of the new branch location.

System Preparation

Before you begin create a branch location, do the following:

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.
In the company to which you are signed in, be sure that you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
On the Company and Branch Selection menu on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.

Step: Creating a Branch Location

To create a new branch location, do the following:

Open the Branch Locations (FS202500) form.
On the form toolbar, click Add New Record.
In the Branch Location ID box, type BROOKLYN.
In the Description box, enter Brooklyn Office.
In the Branch box, enter SWEETEQUIP.
On the General tab, in the Main Address section, specify the following settings:
- Address Line 1: 1230 Surf Ave
- City: Brooklyn
- Country: US
- State: NY
- Postal Code: 11224
In the Inventory Defaults section, in the Default Warehouse box, select EQUIPHOUSE.
On the form toolbar, click Save.

Now the SWEETEQUIP branch has two branch locations that will be providing services: WEST BRIGHTON and BROOKLYN.