Master Records > Address Maintenance > Update or Delete Address Record

In AccountMate Enterprise, you may edit or delete an existing address code record. The changes you make will only affect the transactions that you post after you made the changes.

To update an address code, perform the following:

1.Access the Address Maintenance function from the Customer group under the Maintenance menu in Accounts Receivable, Purchase Order or Sales Order module. The Search screen is automatically displayed when this function is accessed.

2.Enter in the Search field the address code that you want to update, or you may scroll up and down the grid to locate the code; then, double-click the code to select. As soon as an address code is selected, the details are displayed on their respective fields in the different pages of this function.

3.Review or amend the values in the following fields:

•Company

•Street

•City

•State

•Zip Code

•Country

4.In the Contact field, click the List box button to display a list of available Contacts record from the Entity Code selected.

Notes:

•When the List box button is clicked, the list that willContacts display depends on the contacts saved in the Entity Code using the Entity Maintenance function.

•The Phone and E-mail fields will automatically display the corresponding values assigned to the selected contact record.

5.To directly dial the phone number displayed in the Phone field, click the Phone Dialed Number button next to the Phone field.

6.To directly open and create a new email message addressed to the email address displayed in the E-Mail field, click the New Mail Message button next to the Email field.

Note: The Phone Dialed Number button will only work if the workstation has a phone line set up to directly make outside calls possible. The New Mail Message button is only applicable if a default Microsoft messaging system (e.g. Outlook) is installed on the workstation.

7.When you are ready, click the Save button in the function toolbar to save your changes; otherwise, click the Cancel button to discard your changes.

To delete an address code, perform the following:

2.Enter in the Search field the item # that you want to update or you may scroll up and down the grid to locate the item record; then, double-click the item code to select. As soon as an address code is selected, the details are displayed on their respective fields in the different pages of this function.

3.When you are ready, click the Delete button in the function toolbar. A message will display asking for confirmation to delete the address code record. Click Ok to confirm deletion; otherwise, click No.

Update or Delete Address Record

Update or Delete Address Record

See Also