How to Modify a Location Code

 

Use the following steps to modify a location code:

 

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

 

2. If applicable, enter a Location Code.

 

 

3. If applicable, enter a Location Name.

 

4. Click on the Search button. All related results will display in the grid.

 

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

 

 

 

5. Click on the Action drop-down menu beside the corresponding location code and select Modify.

 

 

6. If applicable, in the Location Code Edit screen, update the Location Code.

 

 

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

 

8. If applicable, update the Location Name.

 

9. If applicable, update the address in the Address 1 field.

 

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

 

11. If applicable, update the City.

 

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

 

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

 

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

 

18. Enter a note in the New Note field.

 

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

 

 

19. Click on the Save button to save the changes to 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.

 

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