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 Maintenance menu in Accounts Receivable, Accounts Payable, 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, its details are displayed on their respective fields in the pages of this function.

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

•Company

•Street

•City

•State

•Zip Code

•Country

4.To amend the Default Contact, you must access the Contacts page and select a contact record by clicking its corresponding default button in the Contacts grid.

5.The Phone and Email fields displays the corresponding values assigned as default to the selected default contact record. To select a different Phone or Email address, you may click the drop-down button beside each field; then, click the option to select from the list. To add more phone numbers to the contact record or amend the default, access the Contacts page.

6.To directly dial the phone number displayed in the Phone field, click the Dial number button next to the Phone field.

7.To directly open and create a new email message addressed to the email address displayed in the EMail field, click the New mail message button next to the Email field.

Note: The Dial number button will only work if Microsoft's Phone Link application is set up in the workstation to directly make outside calls. The New mail message button is only applicable if Microsoft's Mail application is properly configured on the workstation.

8.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:

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 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 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