Work Locations

Form ID: (PR101040)

By using this form, you can do the following:

Define various physical locations where work is performed for payroll tracking purposes
Record the addresses of these locations
View an address by using a web-based mapping application

Form Toolbar

The form toolbar has only standard buttons.

Summary Area

You can use the elements in this area to add a new work location, or to view the details of an existing work location. You cannot edit a work location if it is already used in payroll documents.

Element	Description
Location ID	The unique identifier of the work location.
Location Name	The name of the location.
Active	A check box that indicates (if selected) that the location is active, meaning in use. For auditing purposes, locations should not be removed; if the location is not used, mark it as inactive by clearing the check box.
Use Address from Branch ID	The branch that you select if its location corresponds to the work location, if applicable. If you select a branch, you can use its address instead of typing in the address information. If you select a branch, the address boxes in the Main Address section display the information from the branch record.

Main Address Section

You use the elements in this section to add a new work location address or view the details of an existing one.

If you select a branch in the Use Address from Branch ID box in the Summary area, the address boxes in this section display the information from the branch record and cannot be edited; the data will not be stored in the work location record, but will always be pulled from the branch record as needed, so that if the branch address changes, this address record will not need to be modified.

Element	Description
View on Map	Opens the address on the map. The system uses the map specified on the Site Preferences (SM200505) form. The map opens in a new browser tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	Opens the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration isn’t set up, the View on Map button is displayed instead.
Address Line 1	The first line of the address for this location.
Address Line 2	The second line of the address for this location.
City	The city of the location.
Country	The country of the location. You cannot change the country if the work location is already used in an employee class or employee payroll settings.
State	The state or province of the location.
Postal Code	The location’s postal code. If an input mask has been set for postal codes on the Countries/States (CS204000) form, type the code to fit this mask.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element	Description
Enter a Location	A box for searching for the company's address. You can do the following by using this box: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.