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Locations

Functional Locations - Add New 'Generic' Location

Generic Locations are set up to determine an 'in-house area' where work is performed, for example, a 'workshop'. These can also be locations that determine an area/suburb/region where a New Deal is being performed or where a contract is located.

Follow the process below to add a new generic location.

Ribbon Access:   Equipment / Locations   >   Functional Locations

  1. The Functional Locations screen will be displayed.

Select the Site

  1. The Site filter will be set according to your company configuration. Click on the drop-down arrow and select the Site you wish to work in.
  2. Click on Add.

Select Location Type

  1. An Add Location message box will pop up with the following prompt:
    • Do you wish to add a sub-location?
  2. Click on No, as in this example, we wish to set up a main location not a sub-location.

Add New Functional Location  

  1. The Add new functional location screen will open.

Link Site

  1. The Site field will be auto populated with your original site selection, but you can click on the drop-down arrow in the Site field and select an alternative site from the drop-down list, if required.

Link Location  

  • In the Location field, type in the location description.

  • Leave the Customer field blank as you are creating a generic location.

Select Type  

  • Click on the search button in the Type field.

  1. The Select the type for this Location screen will pop up.
  2. Select the row of the type you wish to assign to this location.
  3. Click on Ok.

Select Class  

  • Click on the search button in the Class field.

  1. The Select the class for this Location screen will pop up.
  2. Select the row of the class you wish to assign to this Location.
  3. Click on Ok.

Select Category  

  • Click on the search button in the Category field.

  1. The Select the category for this Location screen will pop up.
  2. Select the row of the Category you wish to assign to this Location.
  3. Click on Ok.

Select Priority  

  • Type in a Priority for this Location.
    • (1 = Most Important, 5 = Least Important)

Physical Location Details  

  1. Physical Location: You can type in extra information here, if required.
  2. As we are creating a generic location, not linked to a customer, the Customer Specific Data frame does not need input.

Save Location

  1. Click on Save.

  1. A Functional Location message box will pop up advising the following:
    • The location: [] has been saved.
  2. Click on OK.

View New Location

  1. You will return to the Functional Locations listing screen.
  2. The new location will appear in the Functional Location tree.

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