Update Location

Role Level = User


Overview

The Update Location screen allows you to change the information on an existing Location.

Update Location Section

Description

Change the Location information as required.

Fields

Field

Definition

Name

Enter the name of the Location.  This is a required field.

Code

Enter a code for the Location.  This is a required field.

Parent Company

Use this drop-down list to select the Parent Company of the Location.  The correct Parent Company is required.

Parent Sub Company

Use this drop-down list to select an optional Sub Company of the Location.

Street Address1

Enter the first line of the street address.

Street Address2

Enter the second line of the street address.

County Name

Enter the County name.

City Name

Enter the City name.

State Name

Use this drop-down list to select the State.  The correct State is required.

Country

Enter the Country.

Zip

Enter the ZIP Code.

Geocode

If known, enter the Geocode.  Or, click to search for all Geocodes that match the entered jurisdictional information to search and select one.

Latitude

The latitude can be entered here.

Longitude

The longitude can be entered here.

Ocl Indicator

Check this box to indicate that the new Location is outside the city limits.

Buttons

Button/Icon

Function

Click to search for matching Geocodes and display them in the Geocodes section.

Click to save the updated Location and return to the Show Location screen.

Geocodes Section

Description

If the Location is mapped, the Geocodes section displays the mapped Location.  If it is unmapped, then it will display all Geocodes that match the information entered in the Update Location section.  Enter more information and click again to reduce the number of Geocodes displayed.  Click on the respective Geocode to map it to the Location.


If the Geospatial engine is enabled, the address data will be cleansed and returned with the appropriate Geocode. Alternatively, you can enter just the latitude and longitude of the Location, and the matching Geocode will be displayed.

Buttons

Button/Icon

Function

Click to select the respective Geocode and map it to the Location.

Click to display the Tax Rate Summary screen for the respective Geocode.

Move the mouse pointer over this to display all Special Taxing Jurisdictions for the respective Geocode.