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IN Location Groups

Company Tracker action: implementation-setup-in-location-groups Milestone: Inventory / Module Setup (milestone_id=14, core_milestone_id=2) Order: 2 Estimated duration: 0.25–0.5 hours Typical owner: Controller

Purpose​

Group inventory locations so sites can share structure and, when needed, override GL accounts used for material postings at the group.

Prerequisites​

  • Know whether few locations share one group or each location gets its own group.
  • Any group-level GL overrides identified (else location-level accounts carry the map).

Vista configuration article​

See the detailed Vista guide:

Setting Up IN Location Groups

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Why groups matter: grouping multiple locations enables GL account overrides for how materials post for that set of sites.
  • Typical pattern: a few locations → one shared location group; or one-to-one location↔group when each site needs its own override path.
  • Decide / load / accept: create groups, assign locations (as locations are stood up), set overrides only where needed; accept with Controller.

Tips and gotchas​

  • Not just a reporting label — group is a GL override lever.
  • Keep group design simple unless sites truly need different GL paths.

Done when​

  • Groups exist for go-live locations and membership/overrides match the accepted GL design.