Facilities Master List Overview

The Facility list displays all facilities that have been added to the RTA software. This list can be viewed as a whole or can be sorted/adjusted for specific views. The ability to sort and customize columns as well as to export the master list are available.

Refer to Master List Functions TOC for instructions.

Refer to Add a Facility for instructions to add facilities in RTA.

This article will cover the various columns that can appear on the Facility Master List as well as actions that can be taken while viewing the list.

1 Searching the Facility Master List
2 Columns appearing on the Facility Master List
3 Actions that can be performed on the Facility Master List

Searching the Facility Master List

The search bar at the top of the master list will allow the user to search by specific datasets.

Search does not exclude fields and may have multiple results.

To search do the following:

Enter the data to search in the search bar
The list will re-display with all the line items that contain a matching result

Refer to Customizing Lists for instructions on using filters.

Columns appearing on the Facility Master List

There are a number of columns available for display on the PO Master List. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

Column Header	Column Description	Filter Available

Column Header	Column Description	Filter Available
Number	Numeric field that denotes the recognized number of the facility	No
Abbreviation	An abbreviation for the facility that is easily recognizable and used as a substitute for the facility number	No
Name	Full Name/Title for the facility	No
Phone	Phone number used to contact the facility	No
Status	The facility status. It will either be inactive or active. No entry can be made to this field. New facilities added default to active. The facility can be made inactive	No
Link		No
Billing Address 1	Primary billing address for the facility	No
Billing Address 2	Suite or additional unit numbering for primary billing address	No
Billing City/State	City and state for the primary billing address	No
Billing Contact	Contact name for billing at the facility	No
Billing Zip Code	Zip code for the billing address	No
For the default facility numbers below, enter the default facility number. In most instances, the records will come from the same facility being added. However, there may be times when a satellite facility has the same customer or vendor base as another facility. Specifying the other facility here, eliminates having to add duplicate records on multiple facilities. The facility number entered here is used as a default and can be overridden at any time.
Default Customer Facility		No
Default MFG/Cap Facility	Default facility for tire manufacturer and capper	No
Default Vendor Facility		No
Master Part Facility
Work Order defaults below will be used as the defaults when new work orders are created but can be changed as needed on a per work order basis.
Default WO Priority Code	Desired default priority code to be used on work orders	No
Default WO Reason Code	Desired default reason code to be used on work orders	No
Default Reason Code Description	Desired default reason code description to be used on work orders and is tied directly to the reason code itself	No
Default WO Shop ID	Desired default shop ID to be used on work orders	No
State	This the state where the facility is located and may or may not be the same state as the billing or shipping address	No
Import/Export	This will display if using the Import/Export add-on option.	No
Overhead charges can be added to all work orders to help cover the cost of unbilled shop expenses. The overhead charges below will display those settings applied to the facility file
Labor Overhead		No
Misc Overhead		No
Part Overheads		No
PO Approval Min	If PO approvals is turned on, will display the approval minimum dollar amount	No
Report Header	Displays the header selected for reports	No
Shipping Address 1	Primary shipping address for the facility	No
Shipping Address 2	Suite of additional unit numbering to be used with primary shipping address for the facility	No
Shipping City/State	City and state associated with the shipping address	No
Shipping Contact	Primary shipping contact for the facility	No
Shipping Phone	Primary phone number associated with shipping contact for the facility	No
Shipping Zip Code	Zip code for shipping address for the facility	No
Tax Rate	Tax rate at the facility level that can be used to override the vendor’s specified tax rate in purchase orders	No

Actions that can be performed on the Facility Master List

There are multiple actions that can be taken from the Facility Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.

Customizing columns - Refer to Customizing Master List Columns
Exporting the list - Refer to Exporting a Master List
Adding a Facility to RTA - Refer to Add Facility
Viewing facility details - Clicking a line item will open up the facility file. Refer to Facility File TOC