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Maintaining addresses in invoices or credit notes

The following screen will be displayed once you click the Address icon in the Ordered by, Delivery to, or Invoice to box in the sales invoice or credit note entry screen (go to Invoice/Entries/Invoices and select the relevant sales invoice/credit note), the direct invoice entry screen (go to Invoice/Entries/Direct invoices and select the relevant direct invoice), or the recurring invoice entry screen (go to Invoice/Entries/Recurring invoices/Enter and select the relevant recurring invoice).

Description

Note: By default, the Address data screen will display the details of the main contact person for the selected customer defined at the debtor maintenance under the Contact tab (go to Finance/Accounts receivable/Maintain and select the relevant debtor). Changes made to the customer’s address details will be reflected in the debtor maintenance under the Contact tab (go to Finance/Accounts receivable/Maintain and select the relevant debtor).

Name

Type or select the ID or name of the ordered by, delivery to, or invoiced to customer. By default, the name of the selected customer is displayed.

Title

Type or select the title code for the contact person. By default, the title of the contact person displayed is based on the Title of the contact person of the selected customer defined at the debtor maintenance under the Contact tab in the Contact persons section (go to Finance/Accounts receivable/Maintain and select the relevant debtor).

Contact person

Type or select the name of the contact person for the selected customer. By default, the contact person displayed is based on the Last name defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab when the Contact person icon beside Contact person is clicked (in the General section for Advanced mode) or when the Contact person icon beside Name is clicked (in the Contact section for Simple mode).

Note: If another contact person is selected, the address of the selected customer will be changed based on the address of the new contact person.

Initials

Type the initials of the contact person. By default, the initial displayed is based on the Initials defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab when the Contact person icon beside Contact person is clicked (in the General section for Advanced mode) or when the Contact person icon beside Name is clicked (in the Contact section for Simple mode).

Job title

Type the job title of the contact person. By default, the job title displayed is based on the Job description of the contact person defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the General section for Advanced mode, or in the Contact section for Simple mode).

Address section

Address icon

Click this icon to change the delivery address of the customer.

Note: This icon is available only if you have clicked the Address icon in the Delivery to box in the invoice/credit note entry screen.

Address 1, Address 2, Address 3

Type the address of the selected customer. By default, the address displayed is based on the Address 1, Address 2, and Address 3 of the selected customer defined at the debtor maintenance under the Contact tab in the Addresses section (go to Finance/Accounts receivable/Maintain and select the relevant debtor).

Note: The Ordered by, Delivery to, and Invoice to addresses in the sales invoice refer to the Postal, Delivery and Invoice addresses defined respectively in the Addresses section. This also applies to Postcode, City, State/Province, and Country.

Postcode

Type the postcode for the address. By default, the postcode displayed is based on the Postcode defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

City

Type the city for the address. By default, the city displayed is based on the City defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

State/Province

Select the province code for the address. By default, the province displayed is based on the State defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

Country

Select the country code for the address. By default, the country displayed is based on the Country defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

Phone

Type the phone number of the selected customer. By default, the phone number displayed is based on the Phone defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

Fax

Type the fax number of the selected customer. By default, the fax number displayed is based on the Fax defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Basics tab (in the Address section for Advanced mode, or in the General section for Simple mode).

E-mail

Type the e-mail address of the selected contact person. By default, the e-mail address displayed is based on the E-mail of the contact person defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain and select the relevant debtor), under the Contact tab in the Contact persons section. Click the E-mail icon to send an e-mail to the contact person.

Button

Save

Click this to save the selected customer’s address details. A message “Link entered data to new address code?” will be displayed once Save is clicked. Click Create to create new information to reflect the changes at the debtor maintenance under the Contact tab in the Contact persons section (go to Finance/Accounts Receivable/Maintain and select the relevant debtor). Click Overwrite if you want the changes to be reflected at the invoice or credit note entry screen and at the debtor maintenance under the Contact tab in the Contact persons and Addresses sections (go to Finance/Accounts Receivable/Maintain and select the relevant debtor). Otherwise, click Cancel and the changes will only be reflected at the invoice or credit note entry screen.

Close

Click this to exit and return to the invoice or credit note entry screen.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 16.782.086
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer