Branch Locations

Form ID: (FS202500)

By using this form, you can create, modify, and view the details of branch locations, which are subdivisions of company branches. They represent different physical locations from which the staff member might depart to attend the appointments. For example, the East New York branch of your company can have a branch location on Sutter Avenue and another branch location on Stanley Avenue.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integration with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can find the address by doing the following: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Summary Area

In the Summary area, you can specify information for a new branch location, such as the email address, phone numbers, mailing address, branch, general subaccount, default warehouse, and unit. You can also select an existing branch location to view or edit its information.


Element	Description
Branch Location ID	The unique identifier of the branch location.
Description	A detailed description of the branch location.
Branch	The unique identifier of the branch to which the location is related. Note: For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form, if the Multibranch Support feature is disabled on the Enable/Disable Features (CS100000) form. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.

General Tab

On this tab, you can specify, view, and edit the main contact and main address information as well as the general subaccount (if applicable) and inventory details.

Table 1. Main Contact Section
Element	Description
Company Name	The business name of the contact’s company.
Attention	The attention line as it is used in your branch location business letters, which would be used to direct a letter to the proper person if the letter is not addressed to any specific person. The box may contain Purchase Orders Department or To whom it may concern.
Email	The default email address of the branch location.
Web	The website, if one exists, of the branch location.
Type and Phone Number	The type and the phone number for the branch location; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax. There are three elements to enter phone number types and phone numbers for the branch location.

Table 2. Main Address Section
Element	Description
Address Line 1	The first line of the branch location address.
Address Line 2	The second line of the branch location address.
City	The city of the branch location address.
Country	The country of the branch location address. Select a country from the predefined list of countries.
State	The state or province of the branch location address. You can populate the list of states by using the Countries/States (CS204000) form.
Postal Code	The postal code. An input validation mask can be set for the country postal codes. For more information, see the Countries/States form.
View on Map	A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

Table 3. Financial Settings Section
Element	Description
General Subaccount	The general subaccount to be used for the branch location. This check box is available only when the Subaccounts feature is enabled on the Enable/Disable Features(CS100000) form.

Table 4. Inventory Defaults SectionThis section is available if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Default Warehouse	The default warehouse that is used for the branch location. You use the Warehouses (IN204000) form to define warehouses and their properties. For details, see Warehouses: General Information.
Default Subitem	The subitem to be used with stock items by default when either the item doesn't have subitems or specifying subitems is not important. This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Default Unit	The default unit that will be used for the branch location. For details, see Unit of Measure Creation: General Information.

Rooms Tab

The table on this tab contains the list of rooms of the branch location.

This tab is available only when the Enable Rooms check box is selected on the Service Management Preferences (FS100100) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 5. Table Columns
Column	Description
Room ID	The unique identifier of the room in the branch location.
Description	A description of the branch location room.
Floor Nbr.	The floor of the branch location room.