Location Codes

Location codes are 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 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.

Open

Create a Location Code

1. From the Core menu, select "Locations" to display the grid.

2. Click 

   Open

   

3. Enter desired information into the location code window

   1. Category: Required field that must be manually entered. This field will allow for a maximum four numeric or alphanumeric characters.

   2. Number: Required field that must be manually entered.  This field will allow for a maximum four numeric or alphanumeric characters.  

   3. Description is the description entered to define the location code.

4. Click on 

   to add the location code.   Click on to cancel out without saving changes.

Search/View a Location Code

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.  

Edit a location Code

NOTE: Only the description of the location code may be edited. 

To edit an asset class:

1. Query for desired location code

2. Click on the edit icon  

3. Make desired description changes

4. Click on 

   to post the changes to the system. Click on Close to close the window and return to the grid without saving changes.

Delete a location Code

Delete may be used to delete a location code that does not have any associated Inventory items.  

1. Query the desired location code

2. Click on the Delete icon 

3. Confirm you want to delete by clicking on 

More Information on location 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.