Adding a location

You can create a new location to segment cost model data based on organizational or geographical conditions. Each location allows for tailored cost logic and user access control.

Procedure

  1. In the Administration application, click Cost model from the side navigation menu.
  2. Click Locations.
  3. In the Locations grid, click Add button.
  4. In the Add location grid, enter the Location name.
  5. Define the rule in the Condition field that determines which items belong to this location.
    Note: The condition must include at least one of the following fields: DIVISION, DISTRICT_CD, SET_VAL.
  6. Use the Manage users list to search and select individuals who should manage cost models for this location.
  7. Move selected users to the Selected users list.
    Note: The Administrator is automatically included and cannot be removed.
  8. Click Save.

What to do next

View the new location in Locations grid with its condition and assigned users.