Location Groups

Location Groups are used to spread AP Invoices and Journal Entries across multiple Locations, limit which Locations can use specific Purchased Items and Recipes, and run combined reports for groups of Locations.

Learn more about how Location Groups are used throughout R365:

Security

Location Group Permissions are found in the Permission Tree as follows:

Administration
- Location Groups
  - View Location Groups
  - Edit Location Groups
  - Create Location Groups
  - Assign Location Groups
  - Delete Location Groups

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Steps

Open the Admin application.
Click Locations & Legal Entities.
Click Location Groups.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

'Accounting' and 'Operations' Location Groups

Location Groups must be allowed for use in 'Accounting' and/or 'Operations' before they will be available to Users. All Location Groups will be available in 'My Reports'.

Location Groups allowed for use in 'Accounting' will be available for AP Invoices and Journal Entries. These Location Groups can contain all categories of Locations, including 'Accounting Entities'.

Location Groups allowed for use in 'Operations' will be available for Purchased Items and Recipes. These Location Groups cannot contain 'Accounting Entities'. If the Location Group contains an 'Accounting Entity', the 'Operations' checkbox will be disabled.

This configuration is accessible in the 'Settings' menuafter the Location Group has been selected.

Location Groups Sidesheet

	Button/Field	Description
1	Save	Saves the changes made to location groups.
2	Location Group Tree	Lists the location groups and the locations under them.
3	Create New Group	Adds a new top level location group.
4	Settings	Opens the Location group settings where users choose where the location groups are used: Accounting and/or Operations. Locations set as Accounting Entities cannot be configured for use in Operations. Learn more about location types.
5	Add	Opens a menu where locations can be added to the location group.
6	Search	Searches the locations for the entered text.
7	Select All	Selects all locations assigned to the location group.
8	Clear	Clears the selection of locations.
9	Assigned Locations	List of locations assigned to the selected location group. Click the checkbox to remove the location from the location group.
10	Remove All	Removes all selected locations from the location group.

Location Group Structure

Location Group Tree

Three layers of Location Groups are available; this assists in keeping the Location Groups organized.

Parent - Indicated with a building icon
- Subgroup Level 1 - Indicated with a right-angled arrow icon
  - Subgroup Level 2 - Indicated with a right-angled arrow icon

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Creating and Editing Location Groups

Creating Parent Groups

To create a new Parent Location Group, click the button.

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Enter the Location Group Name
- Names must be unique, and cannot be the same as any other Location Group or Subgroup.
- Names cannot contain the following characters:
  - , (comma)
  - > (greater-than sign)
Enter a description (optional)
Click 'Apply' to create the Location Group, or click 'Cancel' to exit without creating the Location Group
Click to save and apply changes.
Location Groups must have Locations assigned to them to be available for use.

Creating Subgroups

To create a new Subgroup, hover over a Location Group, click themenu icon, then select 'Add Subgroup'

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The New Location Group form will open

Graphical user interface, text, application, email
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Enter the Location Group Name
Names must be unique and cannot be the same as any other Location Group or Subgroup.
Enter a description (optional)
Click 'Apply' to create the Location Group, or 'Cancel' to exit without creating the Location Group
Click to save and apply changes.
Location Groups must have Locations assigned to them to be available for use.

Assigning Locations

Select the desired Location Group, then click the button. The Location selection drop-down menu will open.

If a Location Group has one or more Subgroups, Locations can only be assigned to the lowest-level Subgroup(s).

Select all desired Locations, then click Apply to assign the Locations to the Location Group.

Only Locations that are available for assignment will be displayed.

Click to save and apply changes.

Removing Locations

To remove a Location from a Location Group, select the desired Location Group, hover over the desired Location, then click the trashcan icon that appears.

Click Save to save and apply changes.

Deleting Location Groups

Only Location Groups without Locations assigned to them can be deleted. Follow these steps to delete a Location Group:

Select the Location Group
Remove all Locations from it
Click themenu icon
Click 'Delete Group'
Click to save and apply changes.

Purchased Items and Recipe Items that have the deleted Location Group assigned to them will have the deleted Location Group automatically unassigned. If no other Location Groups are assigned to the Item, the Item will automatically be assigned to 'All Locations'