Roll-ups |
The Roll-ups tab for locations enables you to display and record locations' hierarchical types and associate them with higher-level locations to which they roll-up for reporting purposes. For example, a shop location may have a hierarchical location type of BASE and roll-up to HIGHER-LEVEL regional or national locations for reporting purposes.
The first 100,000 characters of the tree display, and a message displays if the entire tree could not be displayed.
The field in the top section of this tab defines the data that displays.
Location ID
Identifier of the location currently selected in the grid or that you are defining. The location name displays to the right of the ID. This field has a list box.
Data in the fields in the bottom section of this tab define the location's hierarchical position in the organization. Unless otherwise indicated, these fields are optional.
The Higher-level locations -- first row is the immediate parent for this location screen group displays the location IDs to which the location rolls-up for reporting purposes. The first entry is the immediate parent location of the specified location. Any additional locations are parent locations at tree levels above the specified location. The display is similar to the component relationship tree for attached equipment units.
Delete: To delete the entries in the fields to the right, which specify the higher-level location as a roll-up, place a check in this field and click Save.
Location ID: Identifier of the location at the higher level. This field has a list box.
Location name: Name of the location in the Location ID field. This field is display only.
Display location hierarchy
If this field has a check , the hierarchical tree displays all the associated location IDs. Otherwise, they are hidden. the first 100,000 characters of the tree display and you are notified if the entire tree cannot be displayed.
Note: System performance may be affected if all locations are loaded.
Location type
Type of hierarchy for the location. This field has a list box.
BASE: The location does not have lower-level locations that roll-up to it for reporting purposes.
HIGHER-LEVEL: Locations designated as BASE locations roll-up to this location for reporting purposes.
New immediate parent location
Identifier of the parent location. This field has a list box. The parent description displays beneath the field.
WARNING -- Using this field will rebuild the higher level locations list for all locations
Important: If you specify a new immediate parent location, the higher level locations list is rebuilt for all locations.