Location Types

Purpose: Use this screen to work with the location types within an organization.

What is a location type? The location type describes one or more locations within a organization. Each location type indicates the location category (store or warehouse), and can also provide additional information, such as “East Coast Stores” or “Outlet Stores.”

Location relationships: See Organization, System, and Location for an overview of the relationships among Order Orchestration elements, including location types.

Created how? You must create each location type within Order Orchestration. See Setting Up Data for the Routing Engine Module or Setting Up Data for the Supplier Direct Fulfillment Module for more information.

Use in OCDS or Merchandising Omni Services imports: When you configure your system to import data from OCDS or Merchandising Omni Services, you need to specify the location types to apply when creating store and warehouse locations. See the OCDS Integration tab at the System screen for more information on configuration, and see OCDS or Merchandising Omni Services Imports for background.

Note:

Only users with Location Types authority can display this screen. See Roles for more information.

Using an API to work with location types: You can also use an API to create, update, review, count, or delete location types. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

How to display this screen: Select Location Types from the Modern View home screen. See the Modern View Overview for background.

Options at this screen

Option Procedure
create a new location type
  1. Select Add from the Actions menu or select the Add icon (Illustrates the Add icon.) to open the Add Location Type window.
  2. Complete each field. All fields are required.

    • Enter the description of the location type in the Location Type Description field. The name can be from 1 to 40 positions long and can include spaces and special characters.

    • Enter the location type code in the Location Type Code field. The location type code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within the organization; however, other organizations can have the same location type code. Since the code is case-sensitive, you can create more than one location type with the same code but different case; for example, you can create a code of abcd and another of ABCD.

    • Select the location category from the Category drop-down box. Possible categories are Store or Warehouse.

  3. Select OK or press enter to create the location type, or select Save and Add Another to continue creating location types.

search for a location type

The existing location types defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching location types:

  • Optionally, enter a full or partial description in the Location Type Description field. When you tab through this field, the displayed location types are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is st, the location types with descriptions starting with Store or store are displayed.
  • Optionally, enter a full or partial code in the Location Type Code field. When you tab through this field, the displayed location types are limited to those whose codes start with your entry, but that don’t need to match completely.
  • Optionally, select Store or Warehouse in the Category field to display location types of the same category.

Sort displayed location types: You can also sort the displayed location types by clicking the up arrow (^) or down arrow next to each field title.

View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information.

Filter options: Open the Filter Options drop-down menu to the right of the refresh icon (Illustrates the refresh icon) to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information.

Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.

change the description or category of a location type
  1. Highlight a displayed location type.

  2. Select Edit from the Actions menu or click the Edit icon (Illustrates the edit icon.) to open the Edit Location Type window.

    • You can edit the Location Type Description , or change the Category flag.

    See Location Type Fields, below, for details on fields.

  3. Select OK or press enter to save your changes.

delete a location type
  1. Highlight a displayed location type.

  2. Select Delete from the Actions menu or click the Delete icon (Illustrates the delete icon.).

  3. Select OK or press enter at the Confirm Deletion window to delete the location type.

Note: You cannot delete a location type that has an existing location defined.

view a location type
  1. Highlight a displayed location type.

  2. Select View from the Actions menu or click the View icon (Illustrates the view icon.) to open the View Location Type window. See Location Type Fields, below, for details on fields.

Fields at the Location Type screen

Field Description
Location Type Description

The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters.

Case-insensitive for searching; for example, an entry of o matches a name of Outlet.

Location Type Code

See location type. The name can be from 1 to 10 positions long and can include spaces and special characters.

Case-sensitive for searching; for example, an entry of o does not match a type of OUT.

Category

Either Store or Warehouse. See location category.

Fields at the Add, Edit, or Display Location Type windows

Field Description
Location Type Description

The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters.

Required at the Add or Edit Location Type windows.

Location Type Code

See location type. The name can be from 1 to 10 positions long and can include spaces and special characters.

Required at the Add Location Type window; otherwise, display-only.

Category

Either Store or Warehouse. See location category.

Required at the Add or Edit Location Type windows.