Inventory Management with Locations
When you use the Locations feature, you can classify items and transactions by location as part of your inventory management procedures.
The Location field is displayed on the Classification subtab at the body of records and transactions.
For accounts with role restrictions for the location segment, the Location field selection on your employee record limits the items that you can access. It also limits the location you can associate with items and transactions that you create. For more information, see Restricting Access to Records by Location.
For more information about the Locations feature, see Locations Overview.
Classifying Transactions by Location
You can identify a location at the body of a transaction to set all transaction lines to the location of your choice.
For example, you want to select the location on a sales order to record where the sale is made. You could also select a location on a purchase order to identify where you expect to receive those items.
When you identify your transactions by location, you can manage your inventory based on the location from which items are ordered, received, and sold.
If you use per-line locations, you can associate a different location for each transaction line. Note the following differences between classifying locations per transaction and transaction line:
If you do not use per-line locations:
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The location you choose in the transaction body applies to all line items on the transaction.
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For inventory adjustments, an adjustment account chosen in the transaction body is also associated with the location chosen in the body.
If you use per-line locations:
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A different location can be associated with each line item.
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For inventory adjustments, an adjustment account chosen in the transaction body is not associated with a location.
For more information, see Configuring Per-Line Locations for Transactions.
Filtering Reports and the Transaction Search by Location
When you identify locations on transactions, you can run specific reports for items and transactions with data filtered by location.
For example, you can define the Location filter on the Sales Orders Pending Fulfillment report to view only the transactions associated with a specific location.
On the Transaction Search, you can apply the Location filter to limit your search results. For more information, see Searching for a Transaction by Location.