Adding the Location Record

The location record is created using information from an existing account, including the organization within that account. If an account for this customer does not already exist, you must create one, as described in Siebel Applications Administration Guide.

To add a location record

1. Navigate to the Administration - Fleet Management screen, then the Location view.

2. Add a new record to the Location list, and complete the necessary fields. Some fields are described in the following table.

   Note: Other fields in this record are filled in when you enter information in other views.

   Field	Description
   Location Name	Enter a name for the location. The name is not the same as the account name, because one account might have many locations.
   Location Type	Select the location type. Some types are Ship From/Ship To, Invoice To, Airport, Port, Rail Station.
   Location Valid	The field indicates whether the location is valid. You can update this field manually, or integrate it with an external application that updates this field.
   Organization Name	Select the organization within the account that owns this location. The default is Default Organization. If necessary, you can implement single-organization visibility for locations, independent of accounts. In that case, you do not have to select the organization in this field.
   Owner Account	Select the account that owns this location. For example, an account might own a warehouse facility that many retailers use to transfer goods. These accounts are known as third-party retailers
   Location Alias	Enter an alias for the location.
   Active	Do not select this check box when you are first entering the location record. Select it after you have entered all necessary information in all views and the location is ready to be used.