Mapping a service location to a parent location

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • 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.
    Note:
    The Country name is the default selection for all the criteria.

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