Master Records > Address Maintenance > Set Up Address Record

The Information page of the Address Maintenance function allows you to enter the company's address. It also allows you to define the tax code, ship via code and FOB code associated with this address code record.

Once a valid Vendor # and Alias are entered in their respective fields, default values are automatically shown in some fields.

To enter company address, perform the following steps:

1.Accept or amend the default values for the following address fields. The default values comes from the vendor/customer record entered in the Vendor #/Customer # field:

•Company

•Street

•City

•State

•Zip Code

•Country

2.The Default Contact field is read-only and shows the contact record designated as the main contact in the Contacts page. You must access the Contacts page to enter contacts information.

3.The Phone field shows the main phone number of the default contact record as entered in the Contacts page. You may click the drop-down button to show a list of phone number numbers assigned to the default contact; click the phone number to select. To add more phone numbers to the contact record or amend the default, access the Contacts page.

Note: To make a call to the number entered in the Phone field, click the Dial number button beside the field. When clicked, it will launch Microsoft's default Phone Link application with the number pre-filled. To successfully use this feature, be sure that Microsoft's Phone Link application is set up in the workstation you are using.

4.The Email field contains the default email address of the default contact as entered in the Contacts page. You may click the drop-down button to display a list of email addresses assigned to the default contact; click the email address to select. To add more email addresses to the contact record or amend the default, access the Contacts page.

Note: To send an email to the address entered in the Email field, click the New mail message button beside the field. When clicked, it will launch Microsoft's default Mail application with the email address already filled in. To successfully use this feature, be sure that Microsoft's Mail application is properly configured in the workstation you are using.

5.Mark any or both of the following checkboxes:

oUse as Billing Address

Mark this checkbox if this address code is the default billing (Bill To) address for the customer's transactions.

oUse as Shipping Address

Mark this checkbox if this address code is the customer's default shipping (Ship To) address in transactions.

Note: The Use as Billing Address and Use as Shipping Address checkboxes are enabled only if the Accounts Receivable and Sales Order modules are installed and activated in the system.

6.Enter in the Tax Code field the code for the tax rate that will be applied in transactions where the address code will be used. Alternatively, you may click the List box button to select from a list the appropriate tax code.

7.In the Ship Via field, enter the shipping method or shipping courier that will be used to ship the inventory items. You may click the List box button to select the ship via code from a list. The ship via code assigned to this address code record will be the default in transactions where the address code will be used.

8.Enter in the FOB field the code that represents the point at which the title for goods shipped passes to you. You may click the List box button to select the FOB code from a list. The FOB code assigned to this address code record will be used as default in transactions where the address code will be used.

Information Page

Information Page

See Also