Sunday, March 20, 2016

AR - How to add a new ‘Bill To’ or ‘Ship To’ address

  1. Navigate to the Customers Standard window 

  1. Search for the customer using wildcards where necessary

  2. Click on the customer’s record and click ‘OK’  to open up the customer details

  3. Click onto the ‘Classification’ Tab and check the ‘Profile Class’

  4. Click back onto the ‘Addresses’ tab

  5. In the ‘Addresses’ tab, click on ‘New’ at the bottom of the page

  6. Click into the ‘Address’ field to type in the new address details

  7. Complete all the mandatory (yellow) fields

  8. Click OK

  9. Click into the ‘Usage’ field and select either ‘Bill to’ or ‘Ship to’

  10. In the ‘Location’ field, type the postcode followed by the city of the new address you have just created

  11. Save your work if you have created a Ship To address

  12. Only if you have created a Bill To address complete the following steps:

    1. Click ‘Open’
    2. Click into the ‘Revenue’ field and another window opens
    3. Click into the Activity field and  type in the following code: WH00139
    4. Click into the IE Code field and type in this code: 9800
    5. Click into the Source of Funds field and select the suitable option
    6. Click OK
    7. Save the changes made
    8. Click into the ‘Contact’ field
    9. Select a name from the LOV

  13. Close the window

  14. Close the ‘Address’ window

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