Financial Administration › Locations › Create and Edit Locations

Create and Edit Locations

Create Locations

To create locations

1. Select Setup from the Finance menu, and on the Financial Organizational Structure page, click Locations.

   The Locations page appears.

2. Click New to create a new location.

   The Create New Location page appears.

3. Enter the following required fields:

   Location Name

   Defines the location name.

   Limits: 32 characters

   Location ID

   Defines the unique identifier for the location. This field cannot be edited after it is saved.

   Entity

   Defines the entity to which this location belongs. This field cannot be edited after it is saved.

   Description

   Defines the description for the location.

4. Enter information in the remaining fields as needed.
5. Submit changes.

Edit General Location Properties

You can update a location's general properties, such a name, address, and contact information. You can also view the resources that have access to a location.

To edit location properties

1. Select Setup from the Finance menu, and on the Financial Organizational Structure page, click Locations.

   The Locations page appears.

2. Browse for or filter the location you want to edit and click the Location link.

   The Locations Properties page appears.

3. Click the General subtab from the Properties tab.
4. Edit the general properties as needed:

   Location Name

   Defines the location name.

   Limits: 32 characters

   Location ID

   Displays the unique identifier for the location.

   Entity

   Displays the entity to which this location belongs.

   Parent Location

   Defines the location to which this location belongs.

   Description

   Defines the detailed description.

   Address1, Address2, Address3

   Defines the location address in three available lines.

   City

   Defines the location's city.

   State

   Defines the location's state.

   Postal Code

   Defines the location's ZIP code.

   Country

   Defines the location's country.

   Phone

   Defines the phone number for the location.

   Fax

   Defines the location's facsimile number.

   Manager

   Defines the name of the manager of the location.

5. Submit your changes.

More information:

Edit GL Accounts