Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
  14. Business Improvement
  15. Development and Process management
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Managing Locations

Someone in your company should be responsible for managing locations. It will probably be one or more Administrators or Account Managers. Locations linked to Customer accounts are automatically kept in sync. This means that when a customer's name changes, the Location for that customer will automatically change as well. When you create a new customer account, the system will create a default Location for that customer. There are some exceptions to that rule.

1. When creating a new "Prospective" customer account (status of "PROSPECT"), no locations will be created for the prospective customer.

2. If a customer account has more than 1 locations, the locations will not be kept in sync automatically as this will cause all locations to have the same name and address.

3. It is possible to switch off automatic location creation and syncing by setting the applicable parameter in "Financial Setup".

Locations have a Risk Status that should be kept up to date so others may know the health of a location. Records in Orax SDI (whether custom or standard) are usually linked to a specific location. These records can be viewed from the location by using the "Records" and "Service Desk" tabs on the Location record.


 

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