How to add, update, and inactivate Location codes in PeopleSoft Finance

posted Jul 29, 2016, 3:33 PM by Peyri Herrera   [ updated Jul 29, 2016, 3:36 PM ]
In PeopleSoft Finance, Location codes are 10-digit numbers with text descriptions. You can access the Location screen (Main Menu > Set Up Financials/Supply Chain > Common Definitions > Location > Location) if you have either the M_PO_DISTCONFIG or M_PO_ADMINISTRATOR roles in PeopleSoft Finance. Use the directions below to manage your Location codes.

Location Codes

Add Location Codes

These directions explain how to set up a new location code for your organization.
  1. Navigate to Main Menu > Set Up Financials/Supply Chain > Common Definitions > Location > Location
  2. Click the Add a New Value tab
  3. Enter the desired Location Code (10-digit field). Click Add
  4. On the Location Definition tab, enter the Effective Date (it will default to today’s date). 
  5. In the Descr field, enter the desired text. This is the text that you will see when looking up for location codes to use. Use a description that will be easy to identify this location. 
  6. Enter information on the following fields: Address 1, Address 2, Address 3, Phone, Ext, Fax, City, County, Postal, State. For Address 1, you can use this field to enter the location name so that it will display on the PO. 
  7. Click Save. NOTE: Notify the CRC if this Location Code if this will need to be added as a Ship To Location Code. 

Update Location Codes

These directions explain how to modify an existing location code.
  1. Navigate to Main Menu > Set Up Financials/Supply Chain > Common Definitions > Location > Location
  2. On the Find an Existing Value tab, click Search to return all locations. Click the location code you want to update. To narrow your search, enter the code you want to update using the Location Code field, then click Search.  
  3. Add a new row by selecting the “+” sign to add a new record. When a new record is added, the information from the previous record is populated. 
  4. The effective date field will default to today’s date. Enter the effective date as appropriate. 
  5. Enter the desired changes. 
  6. Click Save

Inactivate Location Codes

These directions explain how to make a currently active location become inactive.
  1. Navigate to Main Menu > Set Up Financials/Supply Chain > Common Definitions > Location > Location.
  2. On the Find an Existing Value tab, click Search to return all locations. Click the location code you want to inactivate. To narrow your search, enter the code you want to inactivate using the Location Code field, then click Search. 
  3. Add a new row by selecting the “+” sign to add a new record. When a new record is added, the information from the previous record is populated. 
  4. The effective date field will default to today’s date. Enter the date of the first day that you want the location code to become inactive.
  5. Change the status from Active to Inactive
  6. Click Save. NOTE: Notify the CRC that this Location Code is inactivated so it can be inactivated as a Ship To location code, if applicable.