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Functional Specifications
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Group Locations

This screen shows the list of component locations, as viewed from the Primary Group Location record.
 
Group Locations
1

Group Locations (tab)

 
This is the tab header that shows for the Primary location in a group, to display list of linked locations (group components).
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Tab Header
 
1. Tab is displayed when Primary Group Location = Y
 
2. Tab should show as the second tab header.
 
 
 
 
 
 
2

Location List

 
This is a list of linked locations (group components).
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
List
 
Include columns to display:
- Location Code (hyperlink to record)
- Location Name
- Operational Status
- Sales Status
- Number of Positions
- Number CR Interments
- Edit Link (action refer #4 below)
 
 
 
 
 
 
3

Add Group Locations

 
This is the button function that opens the Add Group Locations screen, used to link component locations to a Locations Group.
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Button
This is the same button/function shown on the Location Summary
1. Show if Primary Group Location = Y
 
2. Opens Add Group Locations screen.
 
 
 
 
 
 
4

Delete Link

 
This is an action to delete the link between the Group Location and the component location record.
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Action
1) standard Sage CRM 2-stage authentication applies to confirm record/link should be deleted.
1. Deletes the link for the location to the Group record.
 
2. Sets following values on the component location record:
a. Primary Location field = null
b. Sales Status = Available for Sale
 
3. Writes tracking record linked to the component location:
Removed from Primary Group Location [location code]
plus user, date & time
 
4. Writes tracking record linked to the Primary Location:
Removed Component Location [location code]
plus user, date & time
 
 
 
 
 
 
 
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