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Location codes are used to used to define the location of an item. It is located under CORE>Locations. The location codes consist of two parts - category and number. The category and number each consist of eight characters (max of 4 characters each) that can be either alphabetic or numeric. Generally the category code identifies the building or center where the item is located, while the number code identifies a specific location or room within the building. Setting up the codes in this manner makes it possible to generate reports listing all of the items located in individual rooms.
The location codes are not required for GAAP reporting; however, they must be defined in order to add an item to the inventory file.
Create a Location Code
- From the Core menu, select "Locations" to display the grid.
- Click
- Enter desired information into the location code window
- Category: Required field that must be manually entered. This field will allow for a maximum eightfour numeric or alphanumeric characters.
- Number: Required field that must be manually entered. This field will allow for a maximum eight number four numeric or alphanumeric characters.
- Description is the description entered to define the location code.
- Click on to add the location code. Click on to cancel out without saving changes.
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The Locations grid displays existing location codes. You can search for existing location codes by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts numerically by Category, then Number. Click on to generate a quick extract (CSV or EXCEL format) based on what you filtered. Click on any row of the search results to see a highlight view of the record. Click the view icon to view a particular location code.
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More Information on location Codes
MASS CHANGE LOCATION CODES
The EISCHG mass change program is available if it becomes necessary to mass change the location codes on the item records. EISCHG has an option to mass change location codes. This option allows you to change all items currently on the system with a specified location code to have the new specified location code. The primary purpose of this option is to make it possible to change location codes assigned by appraisal companies to more meaningful codes chosen by the district. Please refer to the EISCHG chapter for more information on mass changing function/activity codes.Mass Changing Location Codes
Please refer to the Import option under the SYSTEM menu for steps on how to mass update existing location codes via a spreadsheet.