Location How-Tos

Locations must be entered in Company Master Data to display in Company Administration.

Search Locations

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Locations.
  2. Fill in one or more of the following search fields:
    • Keywords – Filters the results to locations that contain the entered Keywords in the Location Name, Location ID, or Address fields.
    • Visibility​ – Indicates whether the location can participate in TraceLink applications.
      • All
      • Visible – Only locations that can participate in TraceLink applications return in the results table.
      • Not Visible – Only locations that cannot participate in TraceLink applications return in the results table.
  3. Select Search.

    The results display in the table.

Add or Edit a Location's Default Outbound Identifier

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Locations.
  2. Search for the desired location.
  3. Select the Default Outbound Identifier type used when the location sends messages in the last column (optional).
  4. Enter the corresponding identifier value in the text field below.
  5. Select Save.

    The screen reloads, and TraceLink saves the updated location settings.

Edit a Location's Default Info Exchange Profile

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Locations.
  2. Search for the desired location.
  3. Select an Alternate Info Exchange Profile in the last column for the location to use an Info Exchange profile other than the default (optional).
  4. Select Save.

    The screen reloads, and TraceLink saves the updated location settings.

Update the Visibility of a Location

Locations must be visible to participate in any TraceLink app (i.e. be linked as a Partner to any TraceLink apps).

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Locations.
  2. Search for the desired location.
  3. Select or deselect the Can participate in TraceLink applications checkbox in the Visibility column.
  4. Select Save.

    The screen reloads, and TraceLink saves the updated location settings.