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Creating a Location

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Business Rules

  • Fields marked with an (*) are mandatory and must be completed to save the location Profile.
  • Each Location must be mapped to each of the organizational Axis.

Step-by-step Instructions:

  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.

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
  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

    Location Information Key Fields

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


    Mapping the Location to the Enterprise Structure

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



  4. Click on the Name of the Location code Hyperlink.


     
  5. Click on the Enterprise Map tab
  6. Select the radio button by each of the nodes that the location should be mapped to.
  7. Select the Save button.


Location Information Key Fields

  • A Location must be mapped to all organization structures (By Financial Structure, By Region, By size, By Type.

Next Steps

  • Update User Scope
  • Update User Application Permissions

Location Information Key Fields

A) This screen provide to the user so that any changes to location mapping can be directly updated in the application and the feeds automatically pick the right mapping.



 


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