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 issues, restore the U100 dataset to its initial state.

Story

An administrative user of the SweetLife Service and Equipment Sales Center has already created the WEST BRIGHTON branch location in MYOB Acumatica. This location represents the main office of the Service and Equipment Sales Center and corresponds to the SWEETEQUIP branch in the system. The company is now opening a new office under this branch to provide services. As the administrative user, you will create a branch location in the system for the new office.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the 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

In this lesson, you will specify the settings for the new branch location on the Branch Locations (FS202500) form.

System Preparation

Before you start the activity, 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.
On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step: Creating a Branch Location

To create a new branch location, do the following:

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

The SWEETEQUIP branch now has two branch locations providing services: WEST BRIGHTON and BROOKLYN.