LSPedia OneScan

One Scan - Add/Edit/Delete Entity and Entity Location - Scribe & Video

Created on Thu, 14 Nov, 2024 at 4:43 PM • Liquid error: can't modify frozen String: "Translation missing: en.portal_translations.updated_on"

Overview:

This article is about how to Manage Entities and Entity Location. Entities represent your Trading Partners' Legal Entities. Entity Locations represent physical and logical locations within those Legal Entities. All Entity Locations Must be stored within an Entity.

 

First Steps:


Adding an Entity:

  • Click “Master Data” on the OneScan navigation bar, from the dropdown menu select “Entities.”
  • Click the blue “Add” button. In the “Add Entity” page fill in the following:
    • Name
    • Entity Code
      • The Entity code can be any code that identifies with that entity. It can be its GLN, Company Prefix, or under another convention that is used.
      • Entity Code must be unique across all Entities
    • Description (Not required)
    • Company Prefix
    • Logistics
      • This decides if this Entity is Inbound, Outbound, or Internal.
      • Locations inherit their Logistics from the Entity they are under
        • In (Inbound)- Receiving files from.
        • Out (Outbound)- Sending files to.
        • Internal – Internal Entity at your company.
    • Industry (Not Required)
    • Location Category (Not Required)
  • Click “Save”

Adding an Entity Location:

  • Click “Master Data” on the OneScan navigation bar, from the dropdown menu select “Entity Locations.”
  • Click the blue “Add” button. In the “Add Entity Location” page fill in the following:
    • Entity
      • Select the respective Entity from the dropdown menu
    • Name
      • Can be the same as the Entity or a different name if they have multiple locations under one entity. 
    • Code
      • This can be the same as the Entity Code from the Entity or a different Code. Often it is a GLN, DEA, or some other internal code your company has for this location.
      • Code must be unique within across all Entity locations
    • GLN
    • sGLN
    • Location Category (Not Required)
    • Location Type
      • If this is the main location or only location, Location Type will probably be HQ.
    • Transaction Statement  (Not Required)
      • Should be used on Internal Locations
      • Standard DSCSA transaction statement that will be used on outbound transactions.
    • DEA Number 
      • Not Required for EPCIS
      • Required for ASNs
    • ASN Code
      • Not required for EPCIS
      • Required for ASNs
      • Usually, the ASN is the same as the DEA code
    • Inbound Connection (Not Required)
    • Outbound Connection (Not Required)
    • Enable Outbound Track
      • Required if Outbound and you will send ASNs to them through the Track Module
    • Enable Outbound EPCIS.
      • Required if Outbound and you will send EPCIS to them.
    • Information Tab
      • Address and contact information
      • Street Address, City, State, Zip, and Country Code required for Outbound Locations you will send EPCIS to.
    • Mails Tab
      • Various email fields for Investigator Email Templates
  • Click “Save” 

 

 

Editing/Deleting Entity/Location:

  • Navigate to Master Data -> Entities or Master Data -> Entity Locations
  • Switch to the appropriate tab, Inbound, Outbound, or Internal
  • Use the filter feature to locate the Entity/Location you would like to edit
  • Click “Edit”
  • Change any fields that need to be updated
  • Click “Save” or press the Enter key to save the changes
    • Or click “Cancel” to discard changes
  • If needed, an Entity or Location can be deleted. This should be used sparingly for data integrity. Typically, only if there was a mistake in adding an Entity or Location, or there is a duplicated Entity or Location
  • Click “Delete”, Click “OK” to delete the entity/location or “Cancel” to cancel deletion


Guide:







There is a video attachment you can download and watch as well




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