Add or Edit a Location

Locations provides users with the ability to create location records used to denote the many locations a municipality may have, such as ship to and bill to addresses. The Location page allows authorized users to set up the many locations and sub locations your municipality may have.

To add or edit a location, follow the steps below:

Note: NOTE: If you make any changes and want to reset all entries to what they were before the page was opened, click Reset BEFORE you save your changes.

  1. Go to Maintenance > new world ERP Suite > Miscellaneous Definitions > Locations.
  2. On the Master Location List page, select a Master Location (Group) or Location and click New to add a new location or sub location (respectively). To edit an existing location, click the Location (Sub Location)hyperlink to open the record. To drill-down to a sub-location click the icon next to the location name to expand the levels below.
  3. On the Location (Sub Location) page, select the Active check box to designate the location as active and in-use.
  4. In Group select a master location, which groups the location with other locations that are similar in nature. The default is the group selected on the Master Location List page. This field is hidden if you are adding or viewing a sub location. Master Locations (groups) in the Master Location List are defined in Validation Set 34. Press CTRL and click the field to open the Validation Set Values List dialog box where you can add or edit a validation set.
  5. In Asset, select the asset associated with the sub location. It is only visible if you are adding or viewing a sub location and if you have a licensed copy of Asset Management from New World ERP. An asset must be recorded and active to appear in this list.
  6. In Location, enter an alphanumeric code that uniquely identifies the location. The maximum character length is 16; the minimum is 1. There are no character restrictions and the code must be unique
  7. In Description, enter a textual description of the location. The maximum character length is 32; the minimum is 1. There are no character restrictions.
  8. In Address, enter the address information for the location (e.g., street, suite). The first line of the address is required. The second and third address lines are optional.The maximum character length is 40 (per line). There are no character restrictions.
  9. In the Zip Code field, enter the Zip code for the location. Based on the Zip code entered, the City and State boxes are automatically populated.
  10. In City, type the city for the location. If you entered the Zip code first, the city is automatically populated for you.
  11. In State, select the state where the location exists. If you entered the Zip code first, the state is automatically populated for you.
  12. Click Save to save the record after entering in the above and remaining fields as needed. Click Save/New to save this record and create another location.
  1. In Name, enter the name of the person to contact at the location. The maximum character length is 64.
  2. In Phone Number enter the contact’s phone number. The entry must be numeric and the maximum numeric length is 10. This field format is defined in the Phone Number Mask field on the System Setting Maintenance page (Maintenance > new world ERP Suite > System > System Settings).
  3. In Extension, enter the contact’s extension number. The maximum numeric length is 4. The entry must be numeric.
  4. In Fax Number, enter the contact’s fax number. The entry must be numeric and the maximum numeric length is 10. This field format is defined in the Phone Number Mask field on the System Setting Maintenance page (Maintenance > new world ERP Suite > System > System Settings).
  5. In Email Address, enter the contact’s email address. The maximum character length is 128. There are no character restrictions.

This section specifies the type of location. At least one attribute must be selected; however, multiple attributes can be selected.

  1. Select the Ship To check box if the location is a ship to address. This check box is hidden if you are adding or viewing a sub location.
  2. Select the Bill To check box if the location is a bill to address. This check box is hidden if you are adding or viewing a sub location.
  3. Select the Fixed Asset check box if the location is a fixed asset address. This check box is only visible if you have a licensed copy of Asset Management from New World ERP.
  4. Select the Inventory Facility check box if the location is a site where inventory goods may be stored. It is only visible if you have a licensed copy of Inventory Control from New World ERP Systems.
  5. Select the Requests check box if you want the location to be identified as an Internal Site for Request for Action entries.

This section is only visible if the Inventory Facility check box is selected.

  1. Select the Internal Service check box if the location is an internal service facility. The default is deselected.
  2. In Default Department, select the default department to associate with the inventory facility.
  3. Select a Default G/L Distribution Profile for the location. (G/L Distribution Profile values are defined at Maintenance > Financial Management > Inventory Control > G/L Distribution Profiles).
  4. Select a Default Costing Profile for the location. (Costing Profile values are defined at Maintenance > Financial Management > Inventory Control > Costing Profiles.)
  5. In Issue Ticket Format, select the format in which the ticket is to be printed. Issue Ticket Format values are defined in Validation Set 87. Press CTRL and click the field to open the Validation Set Values List dialog box where you can add or edit a validation set. Also see Form Layout for more information on using forms.
  6. In Maximum Inventory Value, enter the maximum amount the inventory item in this location should not exceed. This field is informational and is used in inquiries.

To delete a location click Delete. 

The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.

See Also

Asset Management

Inventory Control Settings

Requested Inventory

Asset Classification