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Add Inventory Location (triInventoryLocation) Image Added

1. Data Browser -> Inventory -> Inventory Locations (opens hierarchy editor)
2. Click on Facilities Management Irvine
3. Click New (Top of Hierarchy window)
4. Click Primary Location

Image Added

1. Fill in the fields as shown in the above picture
   1. Name
   2. Inventory Location Class
   3. Manage By Organization -> Name
   4. Manage By Contact Lookup
   5. Ship To Look Up
2. Add Account Information for Credits/Debits
   1. Click Find on Add Account Information for Credits/Debits section
   2. Click Add on results list
   3. Fill in the fields with as much information as possible
      1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previously or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999 
   4. Click Create
3. Add Account Information for Markup
   1. Click Find on Add Account Information for Markup section

1. 1. Click Add on results list
   2. Fill in the fields with as much information as possible

1. 1. 1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previously or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999 
   2. Click Create
2. Click Create Draft
3. Click Activate

Add Request Classes

Assign Employees to new Work Group