Modifying and Deleting Locations

At any time you can edit an existing location. Any change you make overwrites historical transactions. For example, if you change the name of the location NorthEast to North East, all historical transactions for that location appear as North East.

You can delete a location only if there are no dependent transactions. If there are any historical transactions, you cannot delete the location.

To modify a location record:

1. Go to Setup > Company > Classifications > Locations.

2. Click Edit to the left of the location you want to modify.

3. On the Location page, modify the location as needed.

4. Click Save.

To delete a location record:

1. Go to Setup > Company > Classifications > Locations.

2. Click Edit to the left of the location you want to delete.

3. On the Location page, in the Actions menu, click Delete.

4. Click OK to confirm the deletion.

Related Topics

• Locations Overview
• Creating Locations
• Making a Location Inactive
• Associating a Transaction with a Location
• Searching for a Transaction by Location
• Restricting Access to Records by Location

General Notices