Configuring Per-Line Locations for Transactions
The Allow Per-Line Locations preference enables you to set a location at the line level of a transaction. In addition to the Location field in the transaction body, you can display the Location column in the Items sublist. You can identify a location in the transaction body and line level at the same time.
For example, you can choose the location East Coast on one line and choose West Coast on another line. Then, you can choose the location United States in the transaction body.
Setting per-line locations is useful if you identify legal entities or geographical segments by location and want to report separate balance sheets and income statements. Therefore, a sales order can post line items to the correct locations (East and West Coast). Then, the header location allows a correct income statement to be run for United States transaction totals.
Per-Line Locations with the Locations Feature
When you use the Allow Line-Item Locations preference with the Locations feature, your account tracks each line-item by location on transactions.
For example, Wolfe Electronics wants to track the sales amounts of each line split by locations. Wolfe associates a location with each transaction line-item. Then, Wolfe can track the sales per location of the business over any period.
However, your account cannot determine a location for receipt or fulfillment of items. To track inventory across locations, you must use the Multi-Location Inventory feature.
Per-Line Locations with the Multi-Location Inventory Feature
With the Multi-Location Inventory feature, the Allow Per-Line Locations preference enables you to associate a different location for each line-item on transactions to track inventory.
For example, you sell two items on a sales order. You can associate one item with the Atlanta Location and the second item with the New York location. Then, the items show on fulfillments and reports associated with their respective locations.
With the Locations feature, you can manually set the Allow Per-Line Locations preference. When you enable Multi-Location Inventory, this preference is automatically enabled and hidden. If this preference is set or enabled, you can customize a transaction form to display the Location column. When you enter transactions using the custom form, the location in the transaction body and line level must have data in both fields. If either is left blank, both fields are cleared unless they are mandatory. If you set a preference to make locations mandatory, both the transaction body and line level locations become mandatory.
For information about these features, see Inventory Setup with Locations and Multi-Locations.
To enable per-line locations for transactions:
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If you do not use Multi-Location Inventory, go to Setup > Accounting > Accounting Preferences to set the Allow Per-Line Locations preference.
You can also set the Make Locations Mandatory preference. For more information about these preferences, see Using Per-Line Classifications.
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Customize the transaction form to show the Location column.
On the Custom Transaction Form page, you can go to the Sublist Fields and Printing Fields subtabs to set per-line location for the Items sublist and print or email documents accordingly. See Customizing Forms for Per-Line and Header Classifications.
Related Topics
- Locations Overview
- Inventory Management Overview
- Inventory Management Setup
- Enabling Features for Inventory Management
- Setting the Inventory Level Warnings Preference
- Converting Non-Inventory Items to Inventory Items
- Non-Available Inventory Settings for Locations
- Basic Inventory Management
- Multi-Location Inventory
- Inventory Reporting