Adding a Location

When creating a location, the location type definition is very important because it determines the behavior of many of the objects attached to it. If your business owns a location, you can only create other agreements, unless you have leased part or all of the location. In this case, internal and/or external leases can be created.

Once a location is created, it is activated automatically.

For each location, you will always have to create at least a head premises (and optionally sub-premises), based on the occupancy of the property. See Premises for more information.

To add a location:

Click Main Menu > Locations.
In the summary page menu at the top of the page, click .
If there are fields hidden through tabs and fields management, optionally click the Show all fields switch to show all optional fields.
Optionally, click to use the Location Creation AI Agent, if enabled. Simply enter the information for your location, and the agent fills in the fields based on your input. Otherwise, fill in the required fields as listed below.
Enter a File Number for the location.
Select a location Type. Select "Owned" if your company owns the property, or select "Leased" if your business is leasing the property from an external company or from a different internal division of your company.
Select your Business Unit.
In the Legal Entity field, select the company code to which this location is associated.
In the Currency field, set the currency that will be used for the location. This currency is also used for entering operating costs and sales.
Set the location's Unit.
Enter a Location Name.
Enter the address of the location in the Addresses section. Optionally, click to select your location on a map. The Longitude and Latitude fields auto-update based on the selected geographic position. Similarly, entering in Longitude and Latitude coordinates will auto-update the placement of your location on the map.
Click Save.