Manage Locations

Locations are used to identify where business units are located. They can also be used for reporting purposes. When you create a location, you must associate it with a reference data set.

Note: You can always add other locations at a later time.
  1. Sign in as FINUser.

  2. In the Setup and Maintenance work area, go to the Manage Locations task:

    • Offering: Financials

    • Functional Area: Enterprise Profile

  3. Click Create.

  4. In Location Set, select the reference data set you want this location associated with.

  5. In Location Information, fill out Name and Code.

    Code can be any combination of alphanumeric characters that you want to associate with the location you're creating.

  6. In Contact Details, fill out the required fields in Main Address.

  7. Optionally, in Main Phone, enter a phone number.

  8. Click the arrow next to Save, then click Save and Close.

  9. Click OK, then click Done.