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  1. Click on the Setup Icon
  2. Click on the Enterprise Setup Menu Item.
  3. Click on the Location Setup Menu Item.



  4. Select which level you would want to make the location in.
  5. Click the "New" button to start making the location.



  6. Fill in the fields under Location Information screen and Click on the Save button.

** Do not forget to assign yourself scope and module permissions for the new location.


Necessary Fields:

  • Location Code (Can be numbers or characters)
  • Location Name (Can be the same as the code)
  • Country
  • Activity Status (Active or Inactive)
  • If the Country is United states:
    • Provide the State
    • Workers' Comp. Form

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  1. Creating a new location by referring the information of an existing location

    Ability to copy a location along with lookup and setup values 

    • Select the location to be copied, the user can't select multiple locations for copying  
    • Select the lookup or setup needs to copy along with the location 
      • Organization Component
      • Value Stream
      • Work Shift
      • Building 
      • Job Classification
      • Work Area
      • Task





    Info
    titleLocation Information Key Fields

    Note: All fields with an asterisk (*) are required


    Mapping the Location to the Enterprise Structure

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