MAINTAIN TRANSFER LOCATIONS

After mapping the acct/org combinations, use this screen to set up transfer locations. You must set up all locations that send transfers, as well as the host company. If the location is active for transfer purposes, the Active column should reflect this.

Once you have initialized the location table, you must assign a home location to each company that is sending and receiving transfers. The home location is stored in the Project Settings screen in Costpoint Project Setup and is used to identify entries associated with each company. Entries created and transferred are marked by this home location.  Because the home location identifies a particular company, you should use a home location only once among companies sending and receiving transfers. For each database involved in consolidation transfers, you should initialize the location table in an identical way.

This is the same location table accessed by the Costpoint Inter-Company Work Orders transfer process. If you perform both types of transfers, you must maintain consistent locations.

You cannot assign consolidation mappings to inactive locations. You also cannot transfer consolidation tables to inactive locations.

Use this screen after the Consolidation Acct/Org Mappings screen and before the Link Consolidation Locations screen.

Location

Assign a unique identifier of up to six alphanumeric characters.

Location Name

Assign a detailed name of up to 25 alphanumeric characters.

Active

This column will display "Y" (Yes) if the location is active for transfer purposes. "N" (No) will be displayed if the location is inactive. You cannot assign consolidation mappings to inactive locations. You cannot transfer consolidation tables to inactive locations.

Currency Code

Enter, or use Lookup to select, the three-character currency code. The only codes available in Lookup are those set up in the Maintain Currencies screen in Costpoint Multicurrency. The system will use the currency code entered in this column to convert the sending company's functional currency to the receiving company's functional currency.

Currency Name

This non-editable field displays the 35-character formal currency name (the detailed description of the ISO code (e.g., "USD" is U.S. Dollar)).

The Currency Code and Currency Name columns are visible only to licensed Costpoint Multicurrency users. If you are not licensed for Costpoint Multicurrency, these columns will be hidden and consolidations can be completed only in the sending location's functional currency.

Country

Enter, or use Lookup to select, the three-character country code.

Country Name

This column displays the 25-character, alphanumeric, country name.

External Database

Enter "Y" (Yes) if this location resides in a different database from your company. Enter "N" (No) if this location resides in the same database as your company.

Table Information

Data entered in this screen is stored in the IWO_LOCATIONS table.