Financial Administration

Locations

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UW Shared Financial System - Purchasing Training

Locations - The location table stores address information that you will use throughout your system. All addresses used throughout the purchasing module will need to be defined. The various locations that you want merchandise shipped to would be one example.

Walkthru

Activity: Enter a new location
Navigation: Go, Define Business Rules, Define General Options, Use E-P, Location, Location Definition, Add

Add - Location

Select a SetID of UWADM. Enter a Location Code using the first initial of your first name and as much of your last name as possible. If this ends up to be a duplicate of something already entered, use whatever you'd like. Click OK or press Enter.

Complete the panel. The following information is required or is strongly recommended. All other information is optional. The Location Detail panel is optional also and can be used to maintain any additional information.

  • Effective Date use 01/01/1900 If any part of an address changes for a particular location code, you would insert a row by placing your cursor somewhere within the scroll bar and pressing F7 or clicking on the insert row icon. You would then enter an effective date that reflects the address change and enter the new address.
  • Description-Enter something that clearly describes this location. This field is used in search lists and is not printed on the purchase order.
  • Address 1 - You may want to consider entering the name of the location in this field, even if you've already entered it in the description field. When this address is used, Address 1 is the first line that will print. For example, if this location is used as a shipping address, you may want the first line that prints on the purchase order to be the name of a campus division or department. Then you could enter additional room and street address information on Address 2, Address 3 and Address 4 lines.
  • City/Twn1
  • St/Prov
  • Postal - enter a zip code
  • Country - USA should default
  • Click on the Save icon or press enter to save your work
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