Locations - Primary Information |
General Information for Locations-Primary Information
The Primary Information screen enables you to display and define data about all of the organization’s locations.
For each location, the following is tracked:
Basic information such as location ID and contact information
Overhead rates for labor and parts
Sales tax percentage to apply to work order labor and parts charges (internal and commercial)
Markup percentage on work order labor and parts charges to cover the cost of small parts
If the organization operates repair or maintenance facilities, each equipment unit is assigned to a shop location for repair and for preventive maintenance. Parts inventory and tanks are also assigned to locations. If the organization does not operate repair, maintenance, or fueling facilities, all units are assigned to a single dummy location code.
If the optional Motor Pool module is installed, some locations are designated as motor pool dispatch sites (see the Functions tab). Pool reservations tracking is supported at these designated locations. See also Requirements for an equipment unit to be assigned to a motor pool and How to remove equipment units from a motor pool.
The Work Calendar tab on this screen and the Data -> Setup -> Organization Structure -> Calendars screen build and store a calendar of working hours for each location. If the location supports work orders (there is a check in the Work orders permitted field on the Work Orders - Options tab), each year you must use the Generate tab of the Data -> Setup -> Organization Structure -> Calendars screen to compute the location's calendar of working hours. The calendar of working hours each year must be calculated for each location to compute user downtime on work orders or elapsed usage hours on usage tickets for equipment units assigned to a location.
Tip: Remember that any behind-the-scenes functionality specified on this screen also applies to part request actions performed through the Shop Activity Portals in Web Modules, including the Storekeeper Portal.
Locations-Primary Information Tabs
To learn more about each tab's functions and fields, click the applicable hyperlink.
Information about locations, including their physical location, IDs, and contact information
Types of activities performed at locations
How a location's work orders are managed, including whether staff at the location can process work orders; authorized users can re-open closed work orders; labor must be recorded for each part charge, and whether work classes and/or valid work accomplished codes are required for each task. Specify default information for the location’s work orders
Work Orders - Service Requests
Service requests associated with work orders
Information about work orders issued by locations, including how warranty claims are handled
Default information for a location's work orders
How inventory at parts locations is managed
Additional information about how inventory at parts locations is managed
Location-based options that apply to Enterprise Purchasing. Contains settings for the put-away process for parts.
How equipment unit reservations at motor pool locations is handled
Location labor rates, markup percentages, and sales tax rates
Locations' hierarchical types, and any higher-level locations to which they roll-up for reporting purposes
Associate locations with calendar IDs, which define shift hours and holidays for specific locations
Printer on which locations receive messages
Associate attribute groups with locations
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See Also
Assign equipment units to shop locations:
Data -> Equipment Units -> Fleet Equipment
Assign parts inventory to shop locations:
Data -> Parts Items -> Location Information
Assign tanks to shop locations:
Data -> Fuel/Fluid Tanks -> Primary Information