ERROR: Missing Service Location

Problem

Users are trying to access inventory items, but they receive an error message, much like the one in the example image.

Example

This image shows an example of a missing service location error. The error message says: Your ServiceResource record does not have an assigned location.

 

Solution

In order to display inventory items, the service resource needs to have at least one location associated with their record.

To create locations and assign them to service resources, follow these steps:

  1. From the Locations tab, click New.

  2. Enter a location name.

  3. Select a location type:

    • Warehouse (default)

    • Site

    • Van

    • Plant

  4. If inventory is stored at the location, select Inventory Location. This allows you to you associate the location with items in your inventory, known as product items.

  5. If the location can be moved, like a van or tool box, select Mobile Location.

  6. Complete the other fields as appropriate.

  7. Click Save.

  8. In the Addresses related list, create addresses for the location. The available types of addresses are Mailing, Shipping, Billing, and Home.

  9. In the Files related list, attach files like blueprints, photographs, or registration information.

  10. In the Service Territory Locations related list, create records to indicate which service territories the location belongs to. Service territory locations are warehouses, customer sites, or vehicles that are located or operate in the service territory.

Resources

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