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
Element | Description |
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Enter a Location |
A box for searching for the company's address. You can do the following by using this box:
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 |
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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.
Element | Description |
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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. |
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. |
Element | Description |
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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 Integrating MYOB Acumatica with Web Map Services. |
Element | Description |
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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. |
Element | Description |
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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 (CS100000) form. Important: The Inventory
Subitems check box has been removed from the Enable/Disable Features (CS100000) 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 Units of Measure: 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.
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. |