Main Tab

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Use this tab to create a Parent/Child relationship for Locations using the Parent field. The Location hierarchy allows you to perform enquiries/reporting for a specific Location, or the Location and sub-locations. You can define the type of Location. Any number of these can be selected:

• Physical Assets at this level - Physical Assets are allowed at the selected Location.
• Service & Support Permitted - This location is available for selection on the Support Call/Service Request form.
• Spares Location - Spares are kept at this Location.
• Repair Location - Assets are repaired at this Location. The dropdown list of Locations that are available during Asset Repair/Replace is limited to Repair Locations.

A Location can have a specific relationship with Organisations, or none. This is set-up as part of Module Control. If a relationship exists, the Primary Organisation field is available on this tab, allowing you to set-up detail such as Primary contact and Delivery Address.

You can select the default Service Level and Service Person for the Location, and Location status. You can also define your internal Profit Centre and Branch.

Location Code

Enter a unique Code to identify the Location. The actual Location code is created from combining the codes from the Location and the code from Parent Location. For example a Location with a code of Y with a parent of X creates a code of X.Y. You can enter up to 62 alphanumeric characters.

Location Hierarchy

This field displays the existing Location as a Hierarchy. You can view the detail of each Location by selecting the specific branch in the hierarchy displayed.

Location Alpha

Enter a meaningful shortcode/abbreviation for the Location. You can enter up to 20 alphanumeric characters.

If Alpha is left blank, Greentree defaults Alpha to the first eight characters of the description.

Location Description

Enter text to describe the Location. You can enter the full name for the Location.

Parent

The Parent field is used to link the Location to a higher-level location, creating a hierarchy of Locations. Select the Parent location for the location you are adding/maintaining. Your new location is added to the location structure at one level lower than the selected Parent location.

Physical Assets at this level

Select if physical Assets/scheduled Maintenance are allowed for this Location.

If not selected, the Location will not appear in the drop down of Locations on the Asset Maintenance or Scheduled Maintenance forms.

Service & Support Permitted

Select if Service and Support may be performed at this Location and if Contracts can be created for this Location.

If not selected, the Location will not appear in the drop down of Locations on Support Calls, Service Requests and Contracts.

Spares Location

Select if Spares are allowed at this Location.

Clear Custodian Contact on Move

Select if the Custodian Contact on the Physical Asset should be cleared when the Asset is moved to the selected Location. This option is only available when the selected Location is a Spares Location.

Repair Location

Select if Repairs may be performed at this Location. If not selected, the Location will not appear in the dropdown of Repair Locations available on the Repair and Replace.

Status

Select the Status for the Location from the dropdown list.

Primary Organisation

Select the Primary Organisation for the Location. The Primary Organisation is used on forms to:

• Validate the Location to the Organisation when a one-to-one relationship is specified on the Main tab of Module Control (one Organisation for each Location).
• Default the Primary Organisation to the Valid Organisations tab when a one-to-many relationship is defined on the Main tab of Module Control (Many Organisations for each Location).

Primary Contact

Select the Primary Contact for the Location. The dropdown list of Contacts contains all Contacts defined for the primary Organisation.

Delivery Address

Select the Delivery Address for the Primary Organisation. The dropdown list of Delivery Addresses contains all Addresses defined for the Accounts Receivable customer that is linked to the selected Primary Organisation.

Phone Number

Enter the phone number for the Location.

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