Exercise – Create functional location types

  • 5 minutes

Now you can practice setting up a default functional location type and then set up a regular functional location type.

Munson's Pickles and Preserves Farm needs a new functional location type established for a new office that was created responsible for managing quality control of the salsa. Your task is to add a new functional location.

Create a default functional location type

A default functional location type must be established for use when new assets are created.

  1. Go to Asset Management > Setup > Functional locations > Functional location types.
  2. Select New to create a new functional location type.
  3. Enter Default as the new functional location type ID in the Functional location type field.
  4. Enter Default location as the Name of the functional location type.
  5. To allow assets to be installed on this type of functional location, select Yes on the Multiple assets toggle bar. This selection creates a default functional location.
  6. Save the new default functional location type.

Create a functional location type

Munson's Pickles and Preserves Farm is taking the quality of their products seriously. They have established a new location for their quality department.

Your next task is to create a new functional location type for Munson's Pickles and Preserves Farm’s new Quality location.

  1. Select Asset Management > Setup > Functional locations > Functional location types.
  2. Select New to create a functional location type.
  3. Enter Office Building in the Functional location type field to insert a functional location type ID.
  4. Enter Quality office as the functional location type name in the Name field.
  5. Select a lifecycle model in the Functional location lifecycle model drop-down menu. Select Quality.
  6. Select Yes on the Multiple assets toggle button.
  7. Select Yes on the Update asset dimension toggle button.
  8. Leave the Asset type field blank.
  9. Select Save.