Prerequisites

• Access to the File > Location (AS011) menu.
• SoftExpert Document as part of the solutions acquired by the organization, for document association in the Document tab.
• Previously created organizational unit.

Introduction

Locations correspond to the sites where assets are stored, or to which they are moved. In the system, locations must be associated with the assets in order for the inventory process to be carried out.

See how to create a location:

Creating a location

1. Access the File > Location (AS011) menu.

2. Click on the toolbar button.

3. On the screen that will open, enter an ID # and a name for the location.

4. Fill in the Upper level location field in order for the location to be created hierarchically below another location.

5. Select the Organizational unit to which the location belongs.

6. Enter the country, state, city, postal code, geographic coordinates, and address of the location.

7. Add a relevant description about it.

8. Click on the button to enable the other tabs

9. In the Attachment tab, associate the electronic files, from your directory, that are related to the location.

10. In the Document tab, associate the documents from SoftExpert Document that are related to the location.

11. Click on the button to finish.

Conclusion

The location is properly created and can be associated with an asset through its data screen or through the Execution > Asset location menu.