First-Time Setup
Chapter 1 — Base Configuration

Setting up your facilities

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LESSON INFO

Audience

  • Facility admins
  • Implementation team members supporting go-live and change control

Prerequisites

  • You can log in to Themis-Trace.
  • You have Facility Editor permissions for the target facility.

Skills you’ll build

  • You can create and maintain facilities without breaking downstream workflows.
  • You can validate a facility change with a low-risk test.

LESSON OUTLINE

Concept

  • Facilities are a master configuration used by most downstream workflows
    • Facilities are maintained from Administration → Facilities Maintenance → Facilities.
    • A facility record includes core identity and address details such as Name, Code, Line 1, City, Country, and an Active flag.
      • The Code field should be populated with the facility’s DUNS number.
  • Facility records vs the facility you are working in
    • A facility is a master record.
    • The facility you are working in is chosen once, from the facility selector in the header bar, to the left of your user menu. That selection is applied as the preselected filter on grids across every screen and is saved for your next login.
    • Select a single facility to scope your work, or All Facilities to remove the scope. Tenants with only one facility see no dropdown.
    • Changing the facility on an individual grid applies to that grid for the current session only. Only the header selection persists.

Edit a facility safely

  1. Open the facility from the grid (Edit).
  2. Correct an address field by clicking on the text box.
  3. Select Save or Save & Close.
  4. Verification checklist:
    • Reconfirm the facility is still Active.
    • If the change impacts printed/label output for that facility, validate with a small test print.

Activate & Deactivate

  1. Select one or more facilities via the grid checkboxes.
  2. Select Activate or Deactivate.
  3. Confirm when prompted.
  4. Re-test any workflow that depends on selecting that facility.

Where facility work usually continues

  • Inventory Locations
    • Inventory locations are configured under Administration → Facilities Maintenance → Inventory Locations.
    • Locations can be structured or unstructured, and are used across multiple workflows.

COMMON ISSUES

    • Likely cause: Facility is deactivated, or the header facility selector is scoping you to a different site.

    • Checks:

      • Confirm the facility is Active (not deactivated).

      • Confirm the facility shown in the header selector.

    • Fix: Activate the facility, or confirm the facility shown in the header selector — or select All Facilities — then reload the grid.

    • Likely cause: Missing required fields, a uniqueness constraint violation, or a value exceeding a maximum length.

    • Checks:

      • Re-check all required fields (marked with blue left borders on the form).

      • If you changed identity fields (like Name or Code), confirm you are not violating length or uniqueness rules.

    • Fix: Fill required fields, choose a unique value, and shorten any values that exceed limits, then save again.

    • Likely cause: The facility is referenced by downstream records, and server-side delete protection is blocking deletion.

    • Checks:

      • Assume the facility is already referenced by downstream records.

      • If possible, identify the dependent records/workflows (for example, receiving, shipping, scheduling, inventory).

    • Fix: Use Deactivate to prevent future selection while avoiding broken references.