How to Create a Location Code

Use the following steps to create a location code:

1. Click on the System tab, click Code Management, and select Location Code.

2. Click on the Create New Code button.

3. If applicable, in the Location Code Add screen, enter the Location Code.

7. If applicable, click on the G/L Locations drop-down menu to select an option.

8. Enter the Location Name.

9. Enter an address in the Address 1 field.

10. If applicable, enter an address in the Address 2 field.

11. Enter the City.

12. If applicable, click on the Country and/or Province drop-down menus to select or update the options.

Canada will be selected as the default Country and ON (Ontario) will be selected as the default Province/State.

13. If applicable, enter the Postal/ Zip Code and/or the Postal/ Zip Code Ext.

14. If applicable, enter the Attention To and/or Email.

15. If applicable, click on the Default Requisition Approver and/or Base Requisition Approver Level drop-down menus to select options.

The Default Requisition Approver drop-down will populate the previously created approvers list for this location.

The Base Requisition Approval Level drop-down will populate the Approval Levels from the Requisition Settings.

16. If applicable, enter or update the Phone Number, Ext. and/or Fax.

17. If applicable, enter any of the following fields: Location Type, Location, Area, Building, Responsibility Code, Department, Units and/or Room.

18. Click on the Save button to save the location code. A confirmation message will appear. Click on the Undo button to remove all input information and reset the fields to their default values, or click on the Cancel button to return to the Location Code Management screen without saving changes.