Location - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Main tab

Authority
Reserved for future implementation.
Description
Enter a description for the location.
Manufacturing
Select this check box to indicate that the location meets either of this criteria:
  • The location has a manufacturing plant.
  • The location is within a geographic area where formulas produce an intermediate or final product.

Parent

Select a parent location for the current location. For example, a parent location can represent the location for the executive offices.

Parent Description
Shows the description of the parent location.
Selling

Select this check box to indicate that the location is a sales site.

Classification tab

You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.

Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food, Frozen Food, and so forth.

By default, objects are only shown in the lab in which they were created.

Once you assign sets to an object, those objects can be seen by users in other labs.

To hide objects from other labs, do not assign them to a set.

Extension Tables tab

The Extension Tables tab is configured by the Optiva administrator. It enables you to store additional information about the object in a custom table within the Optiva database.

Depending upon how your administrator has configured the tab, you can perform these tasks:
  • Add table rows.
  • Type in column values.
  • Select column values from lookups and lists.

Reports tab

The Reports tab is used to view related object data. Some of the most common types of information available on this tab include workflows. You can view where a location is used in a Guidelines and Restrictions object in this tab.