This article provides information on the Sub-Locations, Location Classifications and the differences between Locations and a Sub-Locations.
A sub-location forms a child to the location, i.e., a sub-location always falls under a location in the hierarchy.
- Each sub-location should have a parent location.
- A sub-location can have any number of levels of sub-locations below it.
The following may be created as a sub-location:
- Cost centers: Create cost centers such as manufacturing units as sub-location. Cost centers are used to allocate expenses and revenues. This allows you to evaluate the profitability of any cost center.
- Profit centers: Create profit centers such as product lines and sales channels as sub-locations.
- Functions: Create functions such as Administration, Finance, Marketing and Distribution as sub-locations.
Note: To use a single sequence number, billing address and logo, for several sublocations, create sub-locations under the default location: Main.
Difference Between Locations and Sub-Locations
The differences between locations and sub-locations are:
Can have separate sequence numbers for documents, journals, customers, and vendors.
Cannot have separate sequence numbers for documents, journals, customers and vendors.
A separate billing address can be set up.
A separate billing address cannot be set up.
Can have individual logos.
Cannot have individual logos.
How Location Classification Works
Locations or sub-locations can be assigned for the following:
- Customers and Vendors
- Sales and Purchase documents
- Manual Sale, Receipt, Payment, General and Purchase Journals
- Sequence Numbers for Documents, Journals, Customers, and Vendors
A brief description of each is also shared below:
By identifying the location/sub-location to which the user belongs, you can set a preference to ensure that users can view only those documents that belong to their location/sub-location.
- Customers and Vendors
Assigning customers and vendors to locations/sub-locations facilitates you to obtain aging analysis by location/sub-location. Thus, you can assign responsibility for Accounts Receivable and Accounts Payable and associated issues such as overdue payments, aging and maintaining the customer and vendor database.
- Sales and Purchase Documents
Sales or purchase documents can be created for any location/sub-location.
- If the document is created for a sub-location, the address, logo and sequence numbers of the respective location are used.
- Locations/Sub-locations can be specified for each line item in a document. This enables the measurement of the revenues and expenses for each line item.
- Manual Journals
When a transaction is created manually in a sales, receipt, payment, general or purchase journal, it is assigned to the login location/sub-location. You may also specify location/sub-location for each account debited or credited in the transaction. Thus, the revenues and expenses for each cost or profit center can be measured.
- Sequence Numbers
Sequence numbers are the numbers assigned by Everest to all the documents (purchase, sales, and returns), vendors, customers, and serialized inventory items.
- The first sequence number for each of the documents is set in the Location profile in the following path: File > Setup > Accounting > Location/Sub-Location > Options > New > Location > In New Window
- Everest assigns the number automatically.
- You can specify a different range of sequence numbers for each location.
- Sequence numbers can be specified for items, customers, vendors, each type of sales and purchase document and each type of journal.
- When a new customer or vendor is created and the customer/vendor code is left blank, the sequence number for customers/vendors specified for the logged in location or the location of the logged in sub-location is assigned.
- If sequence numbers are not mentioned for the logged in location or the location of the logged in sub-location, the sequence numbers for the default location are used.
- When a sales or purchase document is created, the sequence number of the location for that document type is used.
- When a journal is created, then the sequence number for the login location/sublocation for that journal type is used.
- Serial numbers are assigned continuously.
- Documents using alias are not assigned a different sequence.
- To start a new sequence, you can change the sequence numbers manually in the Location profile.
- Sequence numbers of purged documents are not available for use when creating documents.