1. Equipment Rental
  2. Rental Management
  3. Activities

Create work location
Task

Create a work location code using an abbreviation or number to identify the location.


Standard procedure

1. Go to Rental order management > Work locations > Work locations.
2. Click New.
3. In the Work location code field, In the Work location code field, enter the desired value..
 

Note: Assigning a work location code can be either manual or automatic. The task recording describes the manual steps. In the event of automatic creation of a work location code depends if an number sequence is active.
4. In the Name field, type a value.
5. If work location group is needed, select the desired work location group.
 

Note: Work location group is not a mandatory step.
6. Select if applicable Yes in the Rental project field.
 

Note: You can add a rental project on a work location when you want to link them to each other. When you select a work location on a rental order the linked rental project is used on the rental order.
7. Click Save.
8. In the Project ID field, enter or select the desired record.
9. Click New.
10. In the Name or description field, In the Name or description field enter the relevant name..
11. In the Purpose field, enter or select a value.
12. In the Country/region field, In the Country/region field, enter the country/region.
13. In the ZIP/postal code field, In the ZIP/postal code field, type the desired ZIP/postal code.
14. In the Street field, type the desired street name.
15. In the City field, In the City field, enter the desired City.
16. Click OK.
17. In the Account field, enter or select the desired record.
18. In the Distance field, enter the required distance.
 

Note: Distance: You can enter the distance between from your desired location to the work location. This distance can be used when you calculate prices based on the distance.
19. In the Unit field, enter the desired distance unit.
 

Note: You can use the desired unit of measurement for the above mentioned distance. This unit can be in kilometers, meters etc.
20. Click Save.
21. Close the page.
Related to Notes

Create and maintain work locations

 		 

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