> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG Create a Locations record

## Purpose

The purpose of this quick reference guide is to step through the process of creating a Locations record.
The intended audience for this document is System Administrators / Standard Users.

The Locations record holds the location information that is used to filter and relate Employment Cost
Item records.

## Steps

### Create a Locations record

To create a Locations record, the following steps should be completed:

1. Click on the **App Launcher** icon (see
   Figure 1).

![Screenshot from QRG Create a Locations record](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/general-ledger/qrg-create-a-locations-record/qrg-create-a-locations-record-pdf-0-figure-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=624e6cfa86002525aef674b9675406e9)

2. Go to the **Locations** object by using the
   Search function (see Figure 2).

![Screenshot from QRG Create a Locations record](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/general-ledger/qrg-create-a-locations-record/qrg-create-a-locations-record-pdf-0-figure-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=114105fc280e74d1bf6392d3fa26610f)

> [!NOTE]
>
> **Important Notes**\
> *(Figure 2)*
>
> As there are currently two objects with the name ‘Locations’, please select the ‘Locations’ object
> represented with a blue map icon (see Figure 3). The other ‘Locations’ object is represented with a
> green map icon, and is a standard Salesforce object with no relation to Employment Costs or any
> other 2c9 Payroll functionality.

3. Click on the **New** button (see Figure 3).

![Screenshot from QRG Create a Locations record](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/general-ledger/qrg-create-a-locations-record/qrg-create-a-locations-record-pdf-1-figure-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=efb9a8820426ec0d5716f1acca6beebc)

4. Populate the following required fields to provide the base details for use within the General
   Ledger and the Rate Calculator (see Figure 4):
   1. **Location Name**
   2. **State**
5. To apply an Australian Payroll Tax Locality to this Location, as used within General Ledger
   reporting and Rate Calculator calculations, populate the **Payroll Tax Locality** field.
6. If WorkCover is exempt on Super for this Location, tick the **Workcover on Super Exempt**
   checkbox.
7. To apply a WorkCover Locality to this Location, as used by the General Ledger reporting and Rate
   Calculator calculations, populate the **WorkCover Locality** field.
8. To allow setting a hierarchy of locations, populate the **Parent Location** optional field.
9. To integrate the Location record with an external system, populate the **External Id** optional field.
10. Click on the **Save** button (see Figure 4).

![Screenshot from QRG Create a Locations record](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/general-ledger/qrg-create-a-locations-record/qrg-create-a-locations-record-pdf-1-figure-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=afd80bcffffad72cff07505f493dbb58)

> [!NOTE]
>
> **Important Notes**\
> *(Figure 4)*
>
> The Payroll Tax Locality and WorkCover Locality fields are not utilised as part of the Rate Calculator
> functionality. They are only utilised by the General Ledger package for calculating Workcover and
> Payroll Tax oncosts for each Pay Batch and subsequently referenced in Cost of Payroll Journals.
>
> It is recommended to create a minimum of one Location record for each state, and also one Location
> record that can be used as a catch-all for every Location, such as All Locations or Any Location. These
> catch-all Location records can be used to populate other records where Location information is
> required to complete calculations, but should not be filtered to a single state.

11. A new **Locations** **record** is now created (see Figure 5).

![Screenshot from QRG Create a Locations record](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/general-ledger/qrg-create-a-locations-record/qrg-create-a-locations-record-pdf-2-figure-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=2d82e4de4cc77d5a8f0d5234852765b3)

> [!CAUTION]
>
> **Locations** records CAN NOT be deleted if they have related records or are used in other
> records. Deleting records is not recommended unless absolutely essential.

12. To modify an existing **Location** **record**, open the required **record** and select the **Edit** button
    available on the top right side of the page. You can also double click within fields that need
    editing, or just click on the pencil icon ![Inline icon](https://docs.2cloudnine.com/images/icons/qrg-create-a-locations-record-inline-2-1.png) that appears within fields when hovering with your
    cursor.
13. When complete, click on the **Save** button.

## Field Descriptions

| Field Name | Description |
| - | - |
| **Location Name** | indicates the full name given to the Location record for identifcation. |
| **State** | defines the Australian State or Territory that the Location exists within. |
| **Payroll Tax Locality** | defines the Australian Payroll Tax Locality that applies to the Location for Accounting reporting. |
| **Workcover on Super** **Exempt** | if selected, Workcover oncosts will not calculate on the related Superannuation Pay Transactions. |
| **WorkCover Locality** | defines the WorkCover Locality that applies to the Location for Accounting reporting. |
| **Parent Location** | is the Parent Location of the Location. Allows for a hierarchy Location setup if required. |
| **External ID** | defines the ID of the corresponding record in an external system that has been used to reference the record using integrations. |

## Further Information

| Document | Document Type | Description |
| - | - | - |
| QRG General Ledger Key Information | Key Information | Outlines useful information relevant to the General Ledger functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| QRG Rate Calculator Key Information | Information Quick Reference | Outlines useful information relevant to the Rate Calculator functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| Accounting System Setup | Task Instructions | How to create the Accounting System Setup record. |
| QRG Create an Employment Cost record - All record types | Task Instructions | How to create an Employment Cost record. |
| QRG Create an Employment Cost Template Group | Task Instructions | How to create an Employment Cost Template Group record. |
| QRG Create an Accounting Assignment Department | Task Instructions | How to create an Accounting Assignment Department record. |
| QRG Create an Assignment - Employee | Task Instructions | How to create an Assignment record. |
| QRG Create a Calculation Method | Task Instructions | How to create Calculation Methods to define the calculation type and unit of calculation for Rate Calculator records. |
| --- | --- | --- |
| QRG Create an Employment Cost Record | Task Instructions | How to create Employment Cost records used for applying costs to the Rate Calculator. |
| QRG Manage Employment Cost Items using ECM | Task Instructions | How to manage Employment Cost Items using the Employment Cost Manager. |
| QRG Create an Employment Cost Exception | Task Instructions | How to apply Employment Cost Exceptions to Clients, Payees & Pay Codes. |
| QRG Create Pay Rate Loadings | Task Instructions | How to create Pay Rate Loadings used for Casual Loading or Shift Loading. |
| QRG Create Rate Calculators - Templates - Initial Setup | Task Instructions | How to create Rate Calculator Templates - Initial Setup. |
| QRG Create Rate Calculator Templates - Final Setup | Task Instructions | How to create Rate Calculator Templates - Final Setup. |
| QRG Create Rate Calculators - Employee Specific | Task Instructions | How to create an Employee Specific Rate calculator using Template automation. |
| QRG Create Rate Calculators - Preview, Clone & Save as Template | Task Instructions | How to create Rate Calculator Previews, Save existing Rate Calculators as Templates, and use the Clone functionality. |