Internal business location form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Internal Business Location (IBL) form to store information about an internal business location. This information includes the staff members assigned to that location, cases, sold products, and install base items created for customers.

    Tabela 1. Internal business location form
    Field Definition
    Number Automatically generated number of the internal business location. By default, the location numbers start with the prefix IBL.
    Name Name of the internal business location.
    Type Type of organization. Select any one of the following:
    • Business location: Physical location of a business where a business operates
    • Business group: An organization that may also consist of a collection of parent and child companies operating as a single entity.
    Business function Type of functions offered at a business location. Select the following business function:
    • Service: Select this type if a business location provides service-related functions, such as providing support, or resolving cases for accounts, consumers, or other business locations.
    • Sales: Select this type if a business location provides sales-related activities, such as creating or managing orders, generating quotes, handling opportunities or leads, managing pricing, offering product recommendations, or supporting account-based selling for accounts, consumers, or other business locations.
    • Service and Sales: Select both service and sales if the business location is providing both service-related and sales-related activities.
      Nota:
      You can create and manage orders and cases by selecting both types of business functions.
    Manager Manager of the internal business location.
    Nota:
    Only internal users can be added as managers for the internal business locations.
    Parent Internal Business Location Parent of the business location. Use this field to create a parent-child hierarchy.
    Street Street address of the internal business location.
    City City where the internal business location is located.
    State/Province State or province where the internal business location is located.
    ZIP/Postal code ZIP code or postal code for the internal business location.
    Customers served Type of customers who are served at a business location. The customers served can be defined with two options:
    • All Customers: Enables service organization staff to create and resolve issues for all the customers.
    • Criteria-based: Enables service organization staff to create and resolve issues only for customers associated with the service organization using certain criteria.
    Website Web address for the internal business location.
    Email Email ID used by the internal business location.
    Phone Phone number for the internal business location.
    Open date Date on which the business location becomes operational and available for customers.
    Close date Date on which the business location becomes non-operational and unavailable for customers.
    Nota:
    The closed date must not be earlier than the open date.
    Status Current status of the business location whether In progress, Operational, non-operational, or closed.
    Description Description of the business location.