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--- erp-manual:cloud:settings:location [2020/04/16 07:30]
krishnad
+++ erp-manual:cloud:settings:location [2024/05/01 05:56] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== Location Master ======
+ ====== Create New Location ======
+ ===== Start ======
+  * Click on Location Menu and then click on Create New button
+ ===== Components of Location =====
+  * Header
+  * Save Document
+ ===== Header =====
+{{popup<erp-manual:cloud:sales:soheaderview.png?400}}
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information can be added:
+    * **Location Name**: Provide the name of the location.
+    * **Location Code**: Provide the location code.
+    * **Nick Name**: Provide the nick name for the currency.
+    * **Address**: Provide the address of the location.
+    * **Parent Location**: Select the parent location of the location, if required.
+    * **Location Type**: Select the location type.
+    * **Location Group**: Select the location group.
+    * **Location Country**: Select the location country.
+    * **Sales Order BG**: Select the Sales Order Budget Code for the location.
+    * **Sales Order CC**: Select the Sales Order Cost Center for the location.
+    * **Sales Invoice BG**: Select the Sales Invoice Budget Code for the location.
+    * **Sales Invoice CC**: Select the Sales Invoice Cost Center for the location.
+    * **Credit Note BG**: Select the Credit Note Budget Code for the location.
+    * **Credit Note CC**: Select the Credit Note Cost Center for the location.
+    * **Is External ?**: Set this Toggle button to true if the location is outside of the company.
+    * **Is Storage ?**: Set this toggle button to true if the location is storage location.
+{{popup<erp-manual:cloud:sales:soheaderedit.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
-To transfer items from one location to another, select Transfer Out. \\
-   *  To access Setup Location, Go in Settings and select "Setup Location" or click on the icon of Setup Location.
-After the screen opens
-{{ erp-manual:cloud:settings:searchscreen.png?500 }}
-   * By clicking on the button Create Location, the Location is created and the screen of Location is opened.
-   * In the screen, Location Name , Location Code has to be added.
-{{ erp-manual:cloud:settings:fullscreen.png?500 }}
-   * If pressed Shift + * then Location Type option can be seen in the drop down list. Based on the Location Name and its code the location type is selected. If the location type is not selected then the location will not be saved.
-{{ erp-manual:cloud:settings:locationtype.png?500 }}
-   * If pressed Shift + * then the Location Group options can be seen in the drop down list. Based on the location Name, code and Location Type the Location Grup is selected. If the Location group is not selected then the location will not be saved.
-{{ erp-manual:cloud:settings:locationgroup.png?500 }}
-   * If Active Toggle Button is used to show if the location is active or not. If the location is not active the toggle button is be displayed as no.
-   * Show on App Toggle Button is sued to so that a suer can select whether the location will be displayed on the application which is sued on Mobile phones. If yes then it will be displayed on the application.

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