Mapping a service location to a parent location

Map a service location to a parent location by setting parent determination rules.

Parent determination uses a business rule that is stored in the wm_location_parent_lookup_rule table to map a service location to its parent location. All service locations are mapped to their corresponding parent location. The system checks the combination of fields and assigns the parent location to a work order or work order task.

Rules are executed in the following order to determine a parent location when a new service location is added:

1. Zip / Postal Code: The corresponding parent location is assigned when a zip code and country values match.
2. Min Zip / Postal Code and Max Zip / Postal Code: When a zip code and country values fall under the defined minimum and maximum zip code range, then the corresponding parent location is assigned.
3. City and State: When city, state, and country values match, then the corresponding parent location is assigned.
4. State: When state and country values match, then the corresponding parent location is assigned.

注:

The Country name is the default selection for all the criteria.

For more information, see Create parent determination rules for service locations.

関連概念

• Setting ad-hoc locations in work orders and work order tasks