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Contents of the Manage Location Groups Screen

Use the fields and options to configure the Manage Location Groups screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Address

Use the fields in this group box to enter city, state/province, country, postal code, and/or county, as desired, to link with the location group code.

Field Description
City

Enter a city for the location group code.

Note: If you enter a postal code in the Postal Code field that has previously been set up on the Manage Postal Codes screen, the city associated with the postal code automatically displays in this field. In this circumstance, you can overwrite the displayed city data as desired and enter non-validated data.
State/Province

Enter, or click to select a state/province for the location group code.

The only acceptable entries in this field are states/provinces that have previously been defined in the system. You can use Lookup if you need to review the available states/provinces before selecting the appropriate state/province for use with the location code. If State/Province and Country values have both been entered, the combination will be validated against those combinations previously set up on the Manage States and Provinces screen.

Note: If you enter a postal code in the Postal Code field that has previously been set up on the Manage Postal Codes screen, the state/province associated with the postal code automatically displays in this field. In this circumstance, you can overwrite the displayed state/province value as desired.
Postal Code

Enter, or click to select, a postal code for this location group code.

The only acceptable entries in this field are postal codes that have previously been defined in Costpoint. You can use Lookup if you need to review the available postal codes before selecting the one appropriate for use with the location group code.

Note: If you use Lookup or enter a postal code in this field that  has previously been set up on the Manage Postal Codes screen in Costpoint System Administration, the system automatically displays data related to the postal code in the City, State/Province, and Country fields and will overwrite existing data in these fields.
Country

Enter, or click to select, a country code for this location group code.

The only acceptable entries in this field are country codes that have previously been defined in Costpoint. You can use Lookup if you need to review the available country codes before selecting the appropriate country code for use with the location group code.

Note: If you enter a postal code in the Postal Code field that has previously been set up on the Manage Postal Codes screen, the country code associated with the postal code automatically displays in this field.
County

Enter a county location for this location group code.

Unlike the City, State/Province, and Country fields, county data is not automatically linked with postal code information from the Manage Postal Codes screen.

Location Codes

Use the fields in this group box to enter the appropriate location codes, as desired, to link with the location group code.

The fields in this group box are independent from the other fields in the location group. You can add data in this field without any requirement to add data in any other data fields on this screen.

Field Description
Location 1 (or your label)

Enter, or click to select, an optional location 1 code for the location group, as desired. The location 1 code that you enter in this field is validated against location 1 codes previously set up during initialization (or at other times, as necessary) on the Manage Location 1 Codes screen.

If you designate a different label for location 1 in the Location Labels for Asset Master group box of the Manage Asset Master Field Labels screen, your label description for Location 1 automatically displays for this field. It is not a system requirement that you establish a label for this field.

Location 2 (or your label)

Enter, or click to select, an optional location 2 code for this location group, as desired. The location 2 code that you enter in this field is validated against location 2 codes previously set up during initialization (or at other times, as necessary) on the Manage Location 2 Codes screen.

If you designate a different label for location 2 in the Location Labels for Asset Master group box of the Manage Asset Master Field Labels screen, your label description for Location 2 automatically displays for this field. It is not a system requirement that you establish a label for this field.

Location 3 (or your label)

Enter, or click to select, an optional location 3 code for this location group, as desired. The location 3 code that you enter in this field is validated against location 3 codes previously set up during initialization (or at other times, as necessary) on the Manage Location 3 Codes screen.

If you designated a different label for location 3 in the Location Labels for Asset Master group box of the Manage Asset Master Field Labels screen, your label description for Location 3 automatically displays for this field. It is not a system requirement that you establish a label for this field.