Enter Customer Address Info

Explanation

Use this activity to define one or more addresses (address identities) for an existing customer. This mandatory task is to be performed by a system administrator or equivalent person.

You can enter an alternative customer name if you want to use a name other than what is displayed in the header of the Customer window. This name will be printed on documents (like invoices, reminders etc.) when this address is used.

The customer's own address ID might be used by the message handling system for EDI and/or MHS messages. If supplier and customer schedules are to be transferred successfully using the DELSCH message (for sending supplier schedules from the demanding site to be a customer schedule in the supplying site), then a reference must be entered in the Customer's Own Address ID field in the Address tab. If not, the schedules will not be transferred successfully. The reference entered must be exactly the same as the EAN location number entered for the receiver, i.e., the delivery recipient in the site record for the demanding/receiving site that will send the supplier schedules. Note that there is no List of Values available for this field.

You can use Customer Branch field to enter the branch of the customer (business location) and this information will be available in the invoices. So that company can identify customer branch level transactions.

Prerequisites

This activity has the following prerequisites:

• The customer must be entered.

System Effects

As a result of this activity:

• An address identity with general address information is entered.
• An alternative customer name is printed in business documents and shown with items created for this address.
• You have entered the customer's own address ID, i.e., the delivery recipient for the demanding/receiving site, if the message handling system for EDI/XML/MHS are to be used together with multi-site ordering.

Window

Customer

Related Window Descriptions

Customer
Customer/Address
Customer/Address/General Address Info
Customer/Address/Delivery Tax Info
Customer/Address/Document Tax Info

Procedure

1. Open the Customer window and click the Address tab.
2. Query for the customer whose address information you want to define.
3. To create a new address ID for this customer, create a new record in the Address Identity field, and then enter a maximum of fifty alphanumeric characters.
   To edit an existing address ID, click the ID from the Address Identity list.
4. In the Customer's Own Address ID field, enter the EAN location number used in EDI communication. When EDI messages are sent, this field becomes part of the message.
5. Enter an alternative name for the customer for this particular address identity if the general name in the header of the Customer window is not applicable for this address.
6. On the General Address Info tab, verify that the country displayed in the Country field is appropriate for the address to be entered or edited.
7. Enter the address information for this address ID. To edit or add information to the Address field, click the Edit Address icon to the right of the Address field (or right-click in the Address field and then click Edit). This will display the Address edit window. Enter the address in the address edit fields and then click OK. You will get an value in the Jurisdiction Code field if using an external tax system for tax calculation and if the address is entered correctly.
8. Select Within City Limit if the customer is located inside the city limit. This check box is only valid if using an external tax system for tax calculation.
9. Alternatively, enter end customer and related address identity to retrieve address details of another customer. This can only be done for addresses which are of Delivery type. Upon saving, the details will be saved for the current customer record. You cannot edit country or address details of the current customer and those fields will be disabled.
10. Enter the address types that correspond to this address in the Address Type fields. The system types are Delivery, Document, Visit and Pay. You can add new address types by creating new records.
11. In the Default fields, select the address types that should use this address as their default. (You can specify an address type that also uses another address, but only one of those addresses can be the default for the address type.)
12. In the Name and Comm Method fields, enter the contact names and communication methods for this address.
13. Optionally, in the Customer Branch field, enter the customer branch (business location) which customer's document address related to.
14. You can specify a validity period for the address and the contacts by entering valid from and/or valid to information in the appropriate Valid From and Valid To fields.
15. Save the record.